Salesdrive

End to End Distribution Management CRM Platform

Comprehensive Platform for D2C and Face to Face Sales available in IoS, Android and Web

Sales CRM

Lead and Activity Management

  • Multi-source Leads Collection
  • Rules based Leads Allocation and AI based scoring

Sales Pitch

  • Digitised Sales Presentations for advisors support
  • Video-based testimonials

Customer and Advisor Registration

  • Automated customer data entry  using Optical Character Recognition
  • Document image scan and upload using smartphone camera

Customisable Dashboards

  • Intelligent, self-improving action nudges for sales teams to enhance productivity
  • Summarised, hierarchy-wise performance reports

Sales Contests

  • Contest and rewards configurator
  • Contest simulator with a sandbox mode
  • Multimedia-type descriptions upload

Renewals and Servicing

  • Automated policy renewal reminders
  • Templates for Email/SMS for follow-ups
  • Integration with device calendar for renewal events
  • Configurable service requests collection form
  • API connectors to quickly integrate with companies CRM

D2C

Multi-brand, Multi-category Distribution

  • Point of Sale app for popular insurance categories
  • Category-specific user journeys

Claims Submission

  • Dedicated claims section with all information and documents about claims
  • Can connect with insurers claims management system

Renewals Payment

  • Customers login using mobile no. and see the upcoming renewals
  • Three-tap payment process with auto-population of details

Single-stop for customers

  • Can be used as a guided POS app for agents as well as a stand-alone D2C portal for end-customers
  • Blog-ready CMS for companies to put up content for blogs and rank better on search engine pages
  • Negates the need for having a separate customer portal