Features
Lead Management Centre
Sales Interaction Tools
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The all-in-one CRM platform for banks, NBFCs, fintech firms, and financial advisors to centralize client management, streamline operations, enhance compliance, and deliver a superior customer experience, intelligently and securely.
Empower your sales, relationship management, operations, and compliance teams to collaborate seamlessly and drive faster, data-driven financial operations through automation and analytics. Automate client onboarding, KYC verification, loan processing, account management, and post-service interactions so your teams can focus on relationship building, compliance, and growth.
Track every client interaction from lead generation to application, approval, and servicing on a single, secure platform. Enable real-time coordination between branches, departments, and customer support teams for faster query resolution. Access actionable insights to improve conversion rates, loan approval speed, client retention, and cross-sell performance.
Banks can efficiently manage leads, applications, and client portfolios; NBFCs can track disbursals, collections, and renewals; fintech companies can automate customer journeys and analytics; and management can monitor performance dashboards to optimize revenue, risk control, and customer satisfaction.
Hear from professionals who rely on CamScanner to simplify their document management.
As the founder of the National Organisation for Social Empowerment, I've found LEDSAK to be an invaluable tool for managing our operations. The CRM has helped streamline our communication and donor management processes, allowing us to focus more on our mission. The easy-to-use interface and seamless integration into our daily activities have greatly improved our efficiency.
We’ve been using LEDSAK for several months, and it has significantly enhanced our sales management. The app’s user-friendly interface allows me to manage my pipeline seamlessly from my phone. With real-time updates and smooth integration into my workflow, I never miss a follow-up. The support team is outstanding—responsive and helpful. For sales professionals seeking an efficient mobile CRM, LEDSAK is highly recommended.
Our dedicated support team is always available to provide assistance and resolve any queries you may have. Whether it’s troubleshooting or guidance, we’re committed to ensuring your experience with LEDSAK is seamless and efficient.
