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About Dquip Banking CRM

Powerful CRM for Banking industry by  dquip .

Specification

Deployment

  • Web

    web-based

  • Perpetual

    Perpetual

Operating system

  • linux

    Linux

  • mac

    Mac OS

  • W

    Windows

Hardware Configuration :

NA

Software Configuration :

NA

Best suitable for

Size :

1-10

11-15

16-200

201-500

501-1000

1001-5000

5000+

Organization type :

SMEs

Mid Market

Enterprise

Govt

PSUs

Startups

Agencies

Industries :

  • Basic Office Software

About Dongre Technoquip

Founded in 2009, the company was started off with custom development and has evolved into a hardcore product based company that specializes in CRM for 16 industries with 200+ customers for various products and services. The company has built an incredibly simple and powerful CRM Software for businesses worldwide.
view more products by Dongre Technoquip

Client References

Bright

Bright

Themis Medicare

Themis Medicare

HP Gas

HP Gas

School

School

Goverment

Goverment

Features

 Sales Management
Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor your revenue graph. Monitor & manage the sales performance of your business and sales teams.
Add multiple leads enquiries. View the status of each follow-up and prioritize leads to get more account openings faster. Sandbox and assign leads as per your wish.
Follow up
Make follow-up calls, emails, sms and meetings with leads. Align follow-up calls, emails, sms and meetings with leads. Set reminders for follow-ups, calls and meetings.
Service Management
Add multiple products / services. Mention their details and specifications. Know the sales in real time.
Feed in contact information of clients. Assign, categorize, and communicate hassle-free with your clients via calls, emails and sms.
Demarcate prime dates related to your bank, employees, leads and clients. Serves as a calendar.
Store, modify and delete contact details of clients. Save important dates regarding products and services purchased. Set reminders for payments, etc.
Affix and handle your bank and branch details, save and know basic contact details. Add, edit and discard contact details & designations of bank employees according to their departments.

Plans and Pricing

On Premise

Dquip Banking CRM (Perpetual)

PRICE ON REQUEST

  • Set track and monitor sales targets for your business
  • Monitor your business growth and sales teams
  • Get real-time insights into the finest details of your business
  • Schedule meetings with leads & clients
  • Track & monitor meetings of your sales people-Schedule & make follow-up calls with leads & clients
  • Set reminders for follow-ups calls-You can add contact details of clients
  • Assign- categorize- and communicate seamlessly with your clients via calls-emails and sms
  • See the status of each lead follow-up and prioritize leads
  • Categorize and allocate leads

Web-based

Dquip Banking CRM (Cloud)

PRICE ON REQUEST

  • Set track and monitor sales targets for your business
  • Monitor your business growth and sales teams
  • Get real-time insights into the finest details of your business
  • Schedule meetings with leads & clients
  • Track & monitor meetings of your sales people-Schedule & make follow-up calls with leads & clients
  • Set reminders for follow-ups calls-You can add contact details of clients
  • Assign- categorize- and communicate seamlessly with your clients via calls-emails and sms
  • See the status of each lead follow-up and prioritize leads
  • Categorize and allocate leads

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FAQs

Below are some frequently asked questions for Dquip Banking CRM

Q. Do you provide a Mobile App?

Our CRM application works perfectly fine on the latest smart phones, tablets & desktops, and is completely responsive.


Q. Can the CRM be customized?

Yes, we can customize the CRM to a certain extent.


Q. How many days would it take for the CRM implementation?

The time would depend on various factors eg: "Are there any customizations?", "Which hosting option have you picked?", "Are there any extra reports required?", etc. A timeline could be given only after the above questions are answered.


Q. Can you customize the reports as per my needs?

Any extra reports can be added, the existing ones can not be changed. You can refer our demo to see all the reports.


Q. What are the technical specifications of the CRM?

Our CRM is built on open source technologies, LAMP (Linux, Apache, MySQL and PHP).


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