CRM for Banks to track & grow sales
Top companies count on us. Unlock your banking potential with our specialized CRM solutions.
Or - Just Give Us A Call: +91–8743001010
You are in good company.
200+
Big Companies trust us for our products and services.
View Our ClientsDquip Clients
Specialized CRM for Banking Industry
Businesses in the Banking Industry our CRM is applicable for
Business Banks
Tailored solutions for managing corporate clients and commercial operations.
Commercial Banks
Streamline your commercial lending and business customer relationships.
Community Banks
Enhance local customer engagement and community-focused services.
Community Development Banks
Support development initiatives with robust client management.
Credit Unions or Co-operative Banks
Manage member relationships and cooperative banking efficiently.
Private Banking
Providing wealth management services to high-net-worth individuals and families.
Investment Banking
Relating to activities on the financial markets, mergers & acquisitions.
Merchant Banks
Support your merchant services and corporate advisory with ease.
Offshore Banks
Global client management for offshore banking operations.
Corporate Banking
Directed at large business entities, facilitating corporate financing.
Private Banks
Dedicated CRM for managing exclusive private banking client portfolios.
Retail Banking
Dealing directly with individuals and small businesses, improving customer service.
Savings Banks
Optimize management of savings accounts and customer relationships.
Other businesses in the Banking industry
Our flexible CRM adapts to diverse banking sector needs.
In case, your business type is not listed above please contact our Solution Architect to know if our Banking CRM can address your business needs.
Contact Solution ArchitectReady to Transform Your Banking Operations?
Discover how our Banking CRM can revolutionize your customer relationships and sales.
Or - Just Give Us A Call: +91–8743001010
Contact us for any information on Banking CRM
Contact Number - (for sales enquiry only)
+91–8743001010WhatsApp: +91–8743001010
Do You Want a Demo ?
Get 15 Minutes DemoDo You Want a Callback ?
Schedule a CallbackOffice Timings:
Mon to Fri - 10 am to 5 pm (IST)
Send us an Enquiry
Lead flow from various sources into Banking CRM
Flow Chart for Sourcewise Lead Flow in Banking CRM
Visual representation of lead acquisition channels.
Or - Just Give Us A Call: +91–8743001010
Flow Chart for Various Ways of Lead Routing / Assigning / Allocation in Banking CRM
Flow Chart For Various Ways Of Lead Assigning Lead Routing Lead Allocation in Banking CRM
Visualizing efficient lead distribution strategies.
Or - Just Give Us A Call: +91–8743001010
How our Banking CRM can help you
Approximate Return On Investment from a Banking CRM
Minimize sales cycle time span
Up to 22%
Improvement in customer retention
Up to 37%
Maximize prospect conversion rates
Up to 55%
Reduce sales & marketing cost
Up to 55%
Revenue increase per sales executive
Up to 60%
Rise in sales productivity
Up to 60%
More information on Banking CRM Software
All your CRM needs at one source
Banking CRM Hosting
Cloud
We host
- Recommended for: Large, Medium & Small Banking Business
- Plans start: 10 users onwards
- Security: Hosted on Amazon's Secure Servers
Server
You host
- Recommended for: Large & Medium Banking Business
- Plans start: 30 users onwards
- Security: Security in your hands
- Server management with you
CRM Integration & Customization
Banking CRM Integrations
Our Banking CRM can integrate with most ERP, accounting & other softwares
Banking CRM Customizations
We are a one stop shop for Banking CRM Customizations & Integrations
Banking CRM Security
Unparalleled Security & Stability
It keeps your data safe
- Regular back up
- Securely encrypted critical data
- Highly secure cloud servers
Banking CRM Compatibility
Works seamlessly across
Desktops, Tablets & Smartphones
Desktops
Tablets
Smartphones
Payment Options for Banking CRM
Cloud (we host)
One time & Maintenance
Server (you host)
One time & Maintenance
4 Key Banking CRM Features
Grow Banking business with CRM Software
Add, Track and Manage enquiries for Saving A/c, Current A/c, Credit Card, Education Loan, Auto Loan, Personal Loans, Business Loan, Property Loan, Home Loan, Life Insurance, Health Insurance, Car Insurance etc.
Track your return on investment on various advertisements to take informed decisions for business growth
Add & Track corporate deals or offerings to premium clients of your bank
Track enquires segment, service wise, branch wise & sales person wise for your bank
Maximize productivity with detailed reports. Know your progress.
50 Plus CRM reports for Banking business
Sign Up for Banking CRM Demo to View ReportsBanking CRM buyer's guide
Stepwise CRM evaluation and selection details
Step 01
Sign up for a Banking CRM Demo
- List 5 key sales reasons why your Bank needs a CRM
- Sign up for a free demo & examine our software features
- Download the feature list & watch Banking CRM videos or call us
Step 02
Get all your questions on Banking CRM answered
- Ask about the features you need
- Know how our software can help you
- Which hosting is best for you?
- Discuss integration & customization details
- Which plan is best for you?
Step 03
Get best price & kickstart your Banking CRM Software
Order of execution:
- 1. Finalize integration & customisations
- 2. Finalize hosting
- 3. Select a plan
- 4. Get the best price
- 5. Pay us ;) & Get started
Download Resources for Banking CRM Software
Banking CRM FAQs
Articles on Banking CRM
We have CRM for 13+ businesses in Banking Industry
Our solutions are versatile and cover a broad spectrum of banking operations.
Still Have Questions? We're Here to Help!
Reach out to us for a personalized consultation or any information on Banking CRM.
Contact us for any information on Banking CRM
Contact Number - (for sales enquiry only)
+91–8743001010WhatsApp: +91–8743001010
Do You Want a Demo ?
Get 15 Minutes DemoDo You Want a Callback ?
Schedule a CallbackOffice Timings:
Mon to Fri - 10 am to 5 pm (IST)
Send us an Enquiry
What our clients say?
Dquip's ability to provide the right solutions to our ever changing business requirements has meant that they are our chosen partners in I.T.
- Sudarshan Daga, Director
We have worked with Dquip on many of our projects. Our experience working with them has been efficient and seamless.
- Nidhi D
Our relationship started when their business had just commenced and their team size was small. Its been more than 9 years since they have been our vendors for software.
- Rahul Agrawal, Director
We have clients in India, Australia, U.S.A, U.K, Africa, Hong Kong & Singapore.
We take pride in building strategic long - term client relationships.