GreenData.CRM
is the quickest way to choose a product
and make a deal

Processing Requests
Processing and management of client’s requests from various sources and creating automatic responses

Online banking




Interactive analysis of information
The system automatically receives the necessary data from external and internal sources. You can manage the data requirements and algorithms of a client’s review representation
Optimal product selection
- Customers chose the most suitable product using online questionnaires and product calculator
- Notifying customers about the terms of the product purchase
- An option of creating requests and providing documentation to a lender
- Automatic selection and execution of the product delivery option
Creating Online Contract
to the client for discussing and signature
(including remotely)

Working with leads
«Green Data.CRM» module managers work with existing and potential clients. To attract new clients and benefit existing ones we offer:

An option of customizing phone survey scenarios

Planning lead activity and creating a task calendar

Offers database

Tools to describe stages of selling process and control of tasks executed by managers
Client Database
Each electronic contact represents a valid and fully consolidated client information to ensure effective communication, analysis
of requests and creating offers. The information is based
on the type of a counterparty
Score modules and business rules adjustment
«Green Data.CRM» uses score modules and business rules presets to determine the value of a client and compare
the parameters of a products with the results of an indicators analysis of the counterparty
The system can create the final decision of accepting a client automatically or using the underwriting service
Reports configuration
«GreenData.CRM» report service presents information required for analyzing the customers and effectiveness of the sales business processes as a user-friendly dashboard
Sales funnel management
Easy setup the sales funnel for the management and analysis
- Customizing the scoring rules for requests
- Customizing the sales cycle for each product or a target segment
- Control of the execution of a strategy and achieving goals

Contact us
You can contact our experts at any time or leave a request using an online form request on our website
-
31 Belinskogo
Perm, 614002
-
10/2 Letnikovskaya
Moscow, 115114