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Banking CRM & Financial Management Software

Banking CRM & Financial Management Software for financial companies to keep all contacts in a centralized database, engage in multi-channel communication with customers, and use powerful analytics to analyze the sales performance metrics.

Banking and Financial Services

How FieldCircle Can Transform Your Financial Business

Advanced field sales and service management software for banking and financial companies that lets your agents edit and access service cases anytime, anywhere, provide data to resolve the tickets efficiently, enable escalating the case to subject matter experts and get the resolution quickly, and unify business experience into a single, integrated platform.

Applicability and Benefits

  • Efficient follow-up on process by setting reminder and notes to be discussed.
  • Removing duplicate records by managing customer account in a centralized database.
  • Monitoring the sales executive by tracking their real-time location.
  • Schedule meeting and track meeting records between sales executive and customer.
  • Effective and easy reporting and analysis for sales, profit and making strategies.

Applicability and Benefits

  • Selling without any hassles by understanding and studying prospective customer beforehand through their past record.
  • Increasing sales by reaching customers in less time.
  • Accessing the credit history of the customer by integrating it with the other systems to analyze the credit health report of the customer.
  • Help setting reminder for tasks and activities to be performed.

Applicability and Benefits

  • Tracking the customer’s documentation and details for verification throughout the sales process and very quickly.

Applicability and Benefits

  • aving customer’s time and money by reaching customer on time and completing all formalities in a go through customer account research.

With our extensive field sales and service management software for banking and financial companies, they can manage their field sales and service teams more effectively.

Banking CRM Software: Create a Seamless Experience for Your Sales Team

FieldCircle acts as a unified Banking CRM platform which delivers a seamless experience to your sales team across multiple channels and devices. Our financial CRM software supports automated decisions and the ability to access everything required to deliver service in a common, integrated view across a range of customer touchpoints. Our financial management software empowers your service-capabilities with people-assisted channels.

Resolve Your Business Challenges with Our Financial Banking Software

FieldCircle addresses multiple challenges that a company faces in managing its customers. The software adds to the selling efforts of your team through a standardized sales process. This includes defining the most valuable customers, creating a database of customers preferences, and helping banking consultants adopt a targeted approach to selling.

Improve Quality of Customer Communication with Finance Management App

Usually, businesses use multiple disconnected systems into each customer relationship that does not provide an overview of customer communication. This creates a gap and ultimately lowers the quality of customer communication. By using our Finance Management App—FieldCircle, you can store all the customer related data in a unified database to get accurate insight out of the data.

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Finance Management Mobile App Solution

FieldCircle finance management mobile app is available on both iOS and Android (smartphones and tablets) and provides users on-the-go access to relevant modules based on roles and permissions.

Finance Management Mobile App Solution
  • Controlled Access Allowing employees to perform their field / non-field work activities on-the-go, on-time and smartly.
  • Geo-tagging Geo-tagged clock-in/clock-out, work-orders / tasks etc.
  • Data Submission Paperless submission of timesheets, job reports, payment info etc.
  • Collaboration Instant messaging and alerts / notifications for various activities.
  • Online and offline support App saves all the data when in remote or low reception areas and auto-syncs while having good connectivity; ensuring data security and integrity.

Why Choose FieldCircle

With its user-friendly web portal and mobile app, you could eliminate all the manual work and move to paperless reporting via managing customers, estimation, employee scheduling, invoicing, and analytics. It's all in there and much more.

All-in-one solution at your fingertips

Improved efficiency and revenue

Data security and protection

Support and maintenance

Schedule Demo

Drop your details and we will be in touch for a personalized demo.