CRM for Financial Services

Designed for teams looking for a simple, yet powerful sales tool.

Pipedrive CRM used in the financial sector
Tracking leads and the sales process in the financial sector has never been easier thanks to Pipedrive, a powerful, simple and agile CRM.
With the Pipedrive customer relationship management (CRM) tool, you can keep track of prospects and leads through your sales pipeline and ensure that you never miss the opportunity to convert them into customers.

Track sales opportunities and forecast sales revenue easily.

Perfectly customizable, the Pipedrive CRM can be used by organizations operating in the banking, insurance, leasing, mortgages, credit sectors and much more.

​Try Pipedrive CRM free for 45 days​

* You do not need to enter a credit card * Just use our promotional code: ca-sersoteico

How does a CRM boost sale in financial organizations?

Customer relationship management (CRM) is an essential element of success in today's dynamic and challenging market. Mastering CRM software can greatly improve your win rates and speed of sales.
​
Pipedrive is an easy-to-learn and easy-to-use solution that includes a mobile app that ensures you are always in the know while you are out of the office.
 
Say goodbye to endless spreadsheets and get ready for custom reports, dashboards, and analytics. With multiple sales and loan placement reporting templates to measure your team's efficiency, Pipedrive offers all the tools you need to improve your performance and keep everything organized.

Applied in Insurance Sales​

Insurance companies sell a wide range of protections, including property and casualty insurance, life insurance, etc. With Pipedrive you can integrate with your own management systems.

Placement of mortgage loans​

Pipedrive can be integrated with your own systems for mortgage loans, client application portals or other similar applications.​

Placement of credits for SMEs​

Pipedrive can be used by companies specializing in loans for small and medium-sized companies, such as savings cooperatives and credit.

How to implement the Pipedrive CRM in your Organization?

Finance organizations need help getting used to a new CRM, save time, and involve their sales teams. That's why we prioritize offering hands-on support throughout the CRM adoption process, ensuring that all organizations can make full use of Pipedrive's set of powerful features.

When it comes to Pipedrive CRM implementations in financial services organizations, CRM Consulting Services offers a full team of professional services, including:
*Advice

​
​*User support
*Integration with existing systems.
​
*Training
*Configuration and parameterization

*Proactive support
Each segment of the financial services industry is unique. Wealth management, insurance, mortgages, and banking have their own unique products, pricing models, pipelines, reporting standards, applications, and workflows.

At Pipedrive, we understand how important it is to have a tool that you can customize to suit the way you work, rather than changing your routine to suit your CRM, and the financial services industry.

​Add pipeline stages that are specific to your business. For example, if you are an insurance or banking company, add a stage to notify prospects and customers about your other relevant products.
Easy to use, convenient and intuitive.
Pipedrive offers you all the benefits of real estate CRM without problems:
  • Easy to learn: You can get started in less than three minutes. No technological expertise is required.
  • Easy integration: Pipedrive is designed to work seamlessly with other software, including email,  WhatsApp, Mailchimp , social media, etc. However, you can contact us if you need a very particular integration.
  • Mobile App: Working in real estate involves spending a lot of time outside of the office. Wherever you are, just grab your mobile phone, open the application and in a couple of clicks you will have everything you need.
App CRM Pipedrive
On your mobile, open the application and in a couple of clicks you will have everything you need. Available on Android iOS Systems

Very useful reports and reports​

To meet your business goals, you need to know at all times your level of performance and what needs to be done more. So that you have all the KPIs you are looking for, we have created magnificent charts and graphs that are generated automatically, saving time, effort and presenting it so that it is easy to find and quick to understand.

Do you have any doubts or questions? We are here to help you​​
We are a Pipedrive Certified Partner.
We will help your company configure the Pipedrive CRM, train your sales and management team, fine-tune processes, introduce automations, and provide guidance on how to use it successfully.

Try Pipedrive CRM free for 45 days

* You do not need to enter a credit card * Just use our promotional code: ca-sersoteico
Servicios
Soluciones
Quienes somos