From CEO to Team Managers, having all the information, all the time available at the tip of your finger not only to measure numbers but also performance.
Send us your details and one of our sales representatives will get in contact with you shortly
✓ Multiple resources available any place, any time
✓ Fast installation taking the hassle out of any IT requirements
✓ Ready to use, straight out the box
Your back-office team is the one in charge to set everything up, and check that the platform is running like a well oil machine. From the moment a new customer registers to your website, whats next?, what to do?, who’s going to call this client? Processes like these combined with rules and user information is available at the click of a bottom in Skale CRM settings and workflows. You decide everything how it will be attended in order to secure your team success.
Managers can view sales teams comments locally and internationally, whilst understanding all customer/company interactions settled in the Skale CRM.
Use Skale CRM Ticketing feature, to follow up your clients KYC requirements, approvals and unproved documents. Send automate emails to your customers, allowing then a digital signature for more validation. The financial world has rules, and as a financial institution you’ll have to comply to them.
