Features
Features
Lead Management and Tracking
Enables sales reps to capture, manage, and track leads efficiently, ensuring no potential customer is missed. Features include lead capture forms, status updates, notes, priority tagging, and reminders.
Sales Analytics and Reporting
Offers insights into sales performance, enabling reps and managers to track goals and identify opportunities. Supports data-driven decisions, sets achievable targets, and motivates reps with progress tracking.
Mobile CRM Integration
Integrates seamlessly with the main CRM, allowing sales reps access to customer data on the go. Helps reps personalize interactions, enhances customer experience, and boosts sales by enabling informed conversations anytime, anywhere.
Boost Sales, Anytime, Anywhere
Boost Your Sales Anytime, Anywhere with Our Powerful Sales Mobile App! Designed for busy sales professionals on the go, our app helps you manage leads, track sales, and close deals faster than ever. From real-time notifications to insightful analytics, get all the tools you need in one place to drive growth and simplify your sales process.
Your Sales, Simplified and On-the-Go
Manage your sales effortlessly with our mobile app, designed to simplify your entire sales process while you're on the go. From managing leads and tracking sales to closing deals and accessing powerful analytics, our app helps you stay productive and in control. Take your sales game to the next level with seamless access, anytime, anywhere.
Benefits
Benefits of Sales Mobile App
Increased Productivity
Sales professionals can access customer information, update deals, and manage leads on the go, boosting efficiency and reducing time spent on administrative tasks.
Real-Time Access to Data
Get real-time insights into sales performance, customer interactions, and pipeline status, allowing for faster decision-making and more informed actions.
Improved Communication
Seamless communication with clients and team members through integrated messaging, notifications, and call features, helping maintain strong relationships and stay responsive.
Lead Management
Organize and prioritize leads with ease, ensuring that no opportunity slips through the cracks, leading to better conversion rates.
Customization and Flexibility
Tailor the app to your sales process, whether you’re in B2B, B2C, or another industry, allowing for a personalized experience.
Sales Analytics & Reporting
View detailed sales performance reports, track KPIs, and identify trends to optimize strategies and set realistic targets.
Offline Access
Even without an internet connection, sales reps can continue working and update information once reconnected, ensuring continuous productivity.
Increased Sales
With access to the right tools and data, sales reps can close deals faster, reducing the sales cycle and increasing overall revenue.
Easy Integration
Integrates with other business systems such as CRM, email, and calendar tools, ensuring seamless workflow across all platforms.
Enhanced Collaboration
Team members can work together easily, sharing important updates, documents, and tasks through the mobile app.
Trusted By Industry Leaders
What Our Clients Say
Kinshuk Agarwal
COO
RattanIndia Finance Pvt. Ltd.
Tejpal Mirdha
Director
Manasvi Capital Private limited
Shravan H. Dugar
Director, Founder, CEO
Amarpadma Credits Private limited
Lokesh Jain
CEO
Ganesh Capfin Limited
Frequently Asked Questions
FINANZA, a loan management software, is essential for modern financial institutions due to its ability to streamline operations, ensure regulatory compliance, and enhance customer service. By automating loan processing, it reduces errors and accelerates application turnaround times. Customizable to specific lending needs, it also offers robust analytics for informed decision-making and risk management. Ultimately, FINANZA improves efficiency, regulatory adherence, and borrower experience, making it indispensable in today's competitive financial landscape.
FINANZA app is available for field sales force as well as field collection force with sophisticated features and boosts the user experience that helps to engage with end-users and deliver an advanced application. The FINANZA app also provides insightful information with enhanced performance, user experience and so on.
We integrate our decades of learning and experiences in building tech-advanced and highly secure custom web and app solutions for various financial service providers.
For advanced security, we leverage cutting-edge technologies to ensure very good overall user experience and productivity enhancement.
Implementation timelines can vary depending on the complexity of requirements and the customization needed. Generally, implementations can range from several weeks to several months, during which initial setup, data migration, testing, and training take place.
Security is a top priority for FINANZA. Our robust measures such as encryption, multi-factor authentication, role-based access controls, and regular security audits to safeguard sensitive financial data and transactions.
Yes, reputable banking finance software solutions like FINANZA offer varying degrees of customization. They can be tailored to fit the unique requirements of different institutions, including specific workflows, Credit Decisioning, reporting needs, integration with existing systems, and compliance with regulatories.
FINANZA, a loan management software, covers end-to-end processes of a loan cycle i.e. from lead generation to maturity and closure of loan. It enhances operational efficiency by credit decisioning, automating routine tasks, reducing manual errors, and improving transaction speeds. It enables better customer service through faster processing times, personalized offerings, and enhanced security measures. Additionally, it helps institutions maintain regulatory compliance and adapt to changing industry requirements.
