BUILT FOR BANKS, BANKING CRM SOFTWARE
A Powerful Banking CRM That Makes Every Customer Count
Equip your teams with tools to make every interaction valuable.
Become A Customer-Centric Institution
Branch Out With Smarter CRM Solutions
Who doesn’t like a one-stop solution for everything banking? Connect all your teams and core systems securely.
Customer 360 for Banks
Know Your Customers Inside-Out
Know Your Customers Inside-Out
Get a unified view of customer interactions, profiles, and preferences to deliver personalized experiences. Enable informed decision-making at every touchpoint with LeadSquared's banking crm software.
Effortless Ticketing
Turn Queries Into Resolutions
Turn Queries Into Resolutions
Streamline customer support with a robust ticketing system built for banks. Track, prioritize, and resolve queries faster to improve customer satisfaction.
Map, Manage, and Deliver Exceptional Journeys
Tap Into A Journey Builder
Tap Into A Journey Builder
Build and manage journeys for savings accounts, loans, current accounts, and more to define processes across touchpoints from start to finish.
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Reach, Engage, and Convert
Engage Prospects Across Every Channel That Matters
Engage Prospects Across Every Channel That Matters
Drive more prospects to conversion with multi-channel engagement – email, text, WhatsApp, call center, and more with customer relationship management in banking.
Organize, Locate, and Track Field Sales Effortlessly
Empower Your Sales Teams With Mobile CRM
Empower Your Sales Teams With Mobile CRM
Plan your agents’ day, help them identify nearby prospects, and track their on-field activities—all with ease with LeadSquared's CRM software for banking industry.
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Effortlessly Integrate with Existing Systems
Unify Business Solutions With Your Core
Unify Business Solutions With Your Core
We enhance your current processes, not replace them—seamlessly connect with traditional banking solutions for smoother operations with CRM for banking industry.
Why LeadSquared Banking CRM Software is a Trusted Technology Partner across BFSI
1,200+
Field force implementations
15.4k+
Mobile users
16.5k+
Web users
5,000+
Months of CRM expertise
Perks of a Banking CRM Software
Unlock the vault of possibilities with LeadSquared—where your CRM is more than just a tool, it's your ticket to better customer connections and smoother operations!
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Customer Lifecycle Management
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Sales Execution And Enablement
Dynamic Reports And Analytics
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End-to-end Lead Management
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Process Automation
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Call Center Management
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Marketing Suite
Partner Onboarding And Management
Irrespective of the Kind of Bank You Are, We’ve Got Just What You Need!
Commercial Bank
Neobank
Public Bank
Co-Op Bank
