CRM Solutions

Shasmarter Technology Private Limited

Advanced Customer Relationship Management for Banking & Financial Services

Transform Your Customer Relationships

Our comprehensive CRM solutions are specifically designed for banking and financial institutions. Automate customer interactions, streamline processes, and build stronger relationships with advanced analytics and intelligent automation features tailored for the financial sector.

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Customer Management

Comprehensive customer profiles with complete financial history, preferences, and interaction tracking.

  • 360-degree customer view
  • Transaction history tracking
  • Risk assessment integration
  • KYC compliance management
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Sales Automation

Intelligent sales process automation with lead scoring and opportunity management for financial products.

  • Lead qualification automation
  • Product recommendation engine
  • Sales pipeline management
  • Cross-selling opportunities
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Analytics & Reporting

Advanced analytics and real-time reporting for customer insights and business intelligence.

  • Customer behavior analysis
  • Performance dashboards
  • Predictive analytics
  • Custom report generation
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Communication Hub

Unified communication platform with multi-channel support and automated messaging.

  • Omnichannel communication
  • Automated email campaigns
  • SMS and WhatsApp integration
  • Call center integration
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Security & Compliance

Bank-grade security with complete regulatory compliance and data protection.

  • End-to-end encryption
  • GDPR compliance
  • Audit trail maintenance
  • Role-based access control
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Integration Capabilities

Seamless integration with existing banking systems and third-party applications.

  • Core banking system integration
  • Payment gateway connectivity
  • API-first architecture
  • Real-time data synchronization

Why Choose Our CRM?

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Increase Revenue

Boost sales by 40% with intelligent cross-selling and upselling recommendations

Improve Efficiency

Reduce manual work by 60% through process automation and intelligent workflows

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Better Customer Experience

Enhance customer satisfaction with personalized service and faster response times

Choose Your Plan

Starter

₹15,000/month
  • Up to 1,000 customers
  • Basic CRM features
  • Email support
  • Standard reporting
  • Mobile app access
Get Started

Enterprise

₹75,000/month
  • Unlimited customers
  • Full customization
  • 24/7 dedicated support
  • White-label solution
  • Advanced security
  • Custom integrations
Contact Sales

Ready to Transform Your Customer Management?

Experience the power of our CRM solution with a personalized demo tailored to your banking needs.

Schedule Free Demo