The Leading CRM Platform for the Finance Industry
24/7 customer support
Access 1000+ integrations
Ensure zero lead leakage
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NeoDove’s Telecalling CRM!
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The Best CRM For All Your Financial Needs
24/7 customer support
Access 1000+ integrations
Ensure zero lead leakage
Are you looking for a job Click Here
Enter your details and request a free demo of
NeoDove’s Telecalling CRM!
By submitting this form, I give my consent to receive message/email/whatsapp and updates to my number or email address
Our Customers
Features to enhance educational sales operations
Lead Form and Disposition
Lead forms or scripts are customizable for every campaign you create. Customize your scripts in your preferred language, and include questions in a variety of formats, such as MCQs, texts, dates, etc. At the time of disposition, telecallers can classify leads under different categories.
Lead Form and Disposition
Telecallers can prioritize leads as needed and can then call those leads based on the priority set. Telecallers can also assign leads among each other based on the other telecaller’s availability, language spoken, hierarchy, etc.
Instant Multichannel Engagement
NeoDove autodialer goes beyond making calls, it helps build holistic relationships with customers. A telecaller can send instant WhatsApp messages, SMS, and emails immediately after each call. Just a click can boost their engagement by up to 130%!
Follow-up and Reminders
Follow-ups can be scheduled after each call, and as a follow-up approaches, telecallers will receive regular reminders for the same. Furthermore, in a call, telecallers can review the lead history to better understand the conversation and pick up where they left off.
Multi-Platform Integration
Through integrations with various platforms like JustDial, Facebook Ads and Google Sheets, you can collect leads from various sources. Eliminate unnecessary manual intervention and add leads directly into your system. Optimize your sales process in one single click.
360-degree Lead Management
With NeoDove, identify prospects easily, reduce customer acquisition and ownership costs and increase financial sales conversions. Reduce TAT by upto 85% and encourage your sales team to carry out faster follow-ups.
Marketing Automation
Automate your marketing process for a more seamless working experience. Set up relevant conversations from prospect to customer based on different triggers. Increase efficiency of your call centers and easily connect sales, marketing and support teams.
Team Monitoring and Management
With Neoove, you can effortlessly track and monitor your sales team’s performance in real-time. Moreover, with mobile CRM, you can plan out your agent’s entire day and track everything they’re doing on field through KPIs and call recordings.
Integrations
Try our award-winning software for your team, today.
Micro Enterprise of the Year
Best use of Technology for Scalable Solution
Benefits
Improved Lead Management
Allow finance professionals to track and nurture leads effectively, increase your conversion rate and maximize revenue potential.
Scalable
With NeoDove, your agents can work from anywhere at any time. Through Whatsapp/ SMS, you can effortlessly share relevant fintech-based information in real-time.
Streamlined Sales Pipeline
Enable finance teams to track leads, opportunities, and deal stages for effective sales management, prioritization, and accurate revenue forecasting.
Increase Revenue
NeoDove allows you to track your financial leads, effectively enhance customer interactions and boost financial sales. Moreover, customizable scripts provide you with more cross-selling and up-selling opportunities. Thus, letting you close more sales.
Enhanced Customer Retention
Allow finance professionals to track and manage customer interactions through proactive engagement, personalized offers, and timely follow-ups. Instantly boost customer satisfaction.
Reduce CAC
Categorize and prioritize your leads, ensure zero lead leakage and access prospect information in real-time. Seamlessly access data when making a pitch to an investor or during client meetings with our mobile CRM to truly make each lead count!
Improved Lead Management
Scalable
Streamlined Sales Pipeline
Increase Revenue
Enhanced Customer Retention
Reduce CAC
65% of CRM sales reps that use mobiles reach their sales target.
Who can use Finance CRM systems?
Calling Methods
SIM based calling
Cloud telephony
Desktop based calling (VOIP)
Who can use NeoDove?
Sales and Marketing
With NeoDove, you can use customizable scripts for the education industry, to enhance your sales process. Moreover, with marketing automation, you can send personalized and relevant messages to students and parents, all in a timely manner.
Support or Service
Stay connected with your customers easily through multi-channel communication. Offer 24/7 support and assistance with any student enquiries and concerns through SMS, WhatsApp, email and more.
Lead Generation
Through NeoDove’s multiple platform integrations, auto-capture, score and distribute your leads to the best suited counselors/ sales reps. Manage all your lead data from one centralized place and ensure zero lead leakage.
Feedback and Survey
Run feedback campaigns, conduct surveys and record responses all from the same platform. NeoDove enables your agents and counselors to effectively communicate with students to increase customer satisfaction and build stronger relationships.
Recovery
With NeoDove, you can run reminder call campaigns and send individual messages for each call made. You can also track and monitor lead activity and engagement and trigger follow-up ups whenever needed.
Call Center
Monitor real-time team performance and analytics and route leads efficiently. Increase agent productivity, set benchmarks for agent training and improve educational sales with NeoDove’s telecalling CRM.
Sales and Marketing
Support or Service
Lead Generation
Feedback and Survey
Recovery
Call Center
Advantages
Time-saving
Improve productivity
Get extensive integrations
Quick setup, no
hardware required
64% more leads generated by financial advisors using CRM
Why our clients love working with NeoDove!
Increase sales by up to 29% with a CRM system.
Security
AWS, Encrypted
Secure cloud based
No backup required
No data sharing
Our Customers
Traditional Telecalling vs NeoDove
Traditional
- Excel or paper-based calling
- Time wasted in dialing numbers manually
- Engagement on other channels is minimal or nonexistent
- Lack of multiple integrations
- Difficulity in managing everything in one place
- Ineffective lead management
- Difficulty in assessing telecallers' performance
- Lack of systematic follow-ups
NeoDove
- Automated outbound calling process
- Sim-based, cloud telephony and Voip calling
- Instant WhatsApp, SMS and email after each call
- 1000+ integrations available
- Comprehensive lead management
- Real time lead and team performance reporting
- No missed follow-ups
- Customizable telecalling scripts
- 100% customer support
Integrations
customizable to fit your needs
Why our customers
love us...
Why our customers
love us...
Watch your team achieve the results you want!
By submitting this form, I give my consent to receive message/email/whatsapp and updates to my number or email address
Frequently Asked Qsuestions (FAQs)
Some of NeoDove’s best features include:
- Automatic and progressive dialer
- Multi-platform Integration
- Seamless lead management
- Multi-channel communication system
- Team management
