ONE CRM POWERING EVERY TEAM

Our CRM empowers call center agents to deliver personalized support, enables FinOps teams to streamline operations, acts as the eyes of the Risk and Compliance team to detect and prevent fraud, and gives Product teams the agility to configure and update app experiences in real time.

CALL CENTER CRM FEATURES

360° Customer View

Get A 360° Customer View From KYC And Onboarding To Real-Time Wallet Status, And Transaction Insights.

Feature 1

Empower Agents To Perform Secure, OTP-Verified Transactions. From IBFT And Bill Payments And Mobile Top-Ups.

Feature 2

Streamline Financial Operations With Bulk Onboarding, Complaint Handling, And Real-Time NADRA Updates.

Feature 3

Stay Ahead Of Fraud With TMS & FRMS Monitoring, Dynamic Limit Controls, And Real-Time Risk Scoring.

Feature 4

Gain Agility To Instantly Configure Error Messages, FAQs, Icons, Banks, Billers, And In-App Notifications While Tracking Activity And Crash Analytics.

Feature 5

SMARTER ACCOUNT

MANAGEMENT

Edit Or Update KYC Instantly Upon Customer Request.

Edit Or Update KYC Instantly Upon Customer Request.

Change Account Status Directly From CRM.

Change Account Status Directly From CRM.

View And Manage Complete Device Information With An Option To Delink, Block And Unblock A Device.

View And Manage Complete Device Information With An Option To Delink, Block And Unblock A Device.

Full Access To Customer Documents And Card Details.

Full Access To Customer Documents And Card Details.

Account FormRocket

CALL CENTER

AGENT ASSISTED TRANSACTIONS

Perform IBFT, Wallet-To-Wallet Transfers, Bill Payments, and Mobile Top-Ups on behalf of customers (with IVR + OTP validation).

Mobile Top-Ups

Top-Up Balance And Subscribe To Mobile Packages For All Telcos Across Pakistan

Complete Top-Up

Bill Payments

Pay Your Bills To Over 150+ Billers, All In One Seamless Experience

Pay Bill

Funds Transfers

Transfer Funds Instantly To Any Bank Or Digital Wallet

Transfer

CARD MANAGEMENT

Our CRM Empowers Teams To Efficiently Manage Card Services. From Activation To Blocking, Unblocking, And Secure PIN Resets. All In One Place.

Order Debit Cards On The Customer's Behalf With Instant OTP Verification And Real-Time Card Activation Upon Card Delivering.

Order Debit Cards On The Customer's Behalf With Instant OTP Verification And Real-Time Card Activation Upon Card Delivering.

Block/Unblock And Reset Customer PIN Instantly.

Block/Unblock And Reset Customer PIN Instantly.

CMU FASTER RESOLUTIONS

HAPPIER CUSTOMERS

Customer service representative on call
Lock Complaints

Lock Complaints Linked To Specific Transactions.

View Complaints History

View History Of Customer Complaints And Create New Ones.

Customer Feedback

Capture And Record Customer Feedback For Continuous Improvement.

Service Requests

Manage Service Requests Such As Card Replacements.

RISK & COMPLIANCE

AT THE CORE

Man working on laptop

ENHANCED SECURITY

RESOLUTION

  • Option To Bypass OTP For VIP Or Special-Case Customers.
  • Monitor And Control Customer Device Access.
  • Ensure Secure Operations With IVR + OTP For Every Sensitive Transaction.
Financial
Operations
Made
Smarter

SEAMLESS ONBOARDING

CONTROL

Real Time Risk Scoring And Screening

Real Time Risk Scoring And Screening

Approve Or Reject Onboarding After Thorough Analysis With NADRA

Approve Or Reject Onboarding After Thorough Analysis With NADRA

Onboard Customers In Bulk With Ease

Onboard Customers In Bulk With Ease

Caters To Customer Service Requests In Real-Time

Caters To Customer Service Requests In Real-Time

Customer
Management

Approve or reject customer onboarding requests in real-time after due diligence

Maintain compliance and protect against high-risk accounts.

Merchant

COMPLAINT & SERVICE

HANDLING

Approve or Reject
Manage customer complaints related to financial issues in Real-Time
Service Requests
Cater To Service Requests In Real-Time
Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •Real-Time Complaint Management • Instant Service Request Handling • Resolve Issues Instantly • Enhance Customer Experience •
Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •Faster Resolution • Automated Tracking • Streamlined Workflow • Real-Time Processing • Enterprise-Grade Performance •

Regulatory Data

Updates

Update Customer NADRA Details Directly Through CRMEnsure Customer Profiles Remain Accurate And Compliant
ADVANCED MONITORING
SYSTEM
TMS

TMS
(TRANSACTION MONITORING SYSTEM)

Anti-Money Laundering Engine That Generates Alerts Based On Customizable Rules.

FRMS

FRMS
(FRAUD RISK MONITORING SYSTEM)

Detect And Respond To Suspicious Activities
In Real-Time.

DYNAMIC LIMITMANAGEMENT

  • Configure And Manage Customer Transaction Limits (Daily, Monthly, Yearly).
  • Adjust Based On Profile Type, Risk Score, And Wallet Type.
Dynamic Limit
Risk Scoring Background

RISK SCORING &
COMPLIANCE

Review Customer KYC Details Alongside Risk Score.

Update Risk Scores Dynamically Based On Customer Behavior.

FINANCIAL CONTROLS

Customer Lien Marking

Manage Customer Lien Marking
With Precision.

Service Charges

Configure And Manage All
Service Charges Centrally.

REAL-TIME PRODUCT CONFIGURATION
ALL FROM CRM

Our CRM Empowers Product Teams To Manage App Content, Monitor Performance, And Deliver A Seamless Customer Experience — Without Relying On Long Development Cycles.

APP CONFIGURATIONCONTROL

  • Configure And Update Error Messages Shown In The App.
  • Enable Or Disable App Features Instantly.
  • Manage Icons And Text To Keep App Content Fresh And Relevant.
  • Update And Manage All Banks And Billers In Real-Time.
CONTENT & COMMUNICATION
MANAGEMENT
Create, Update, And Organize FAQs Displayed In The App.
Configure And Schedule In-App Notifications To Engage Customers At The Right Time.
CUSTOMER INSIGHTS &
ANALYTICS
Customer Activity

Track Customer Activities Within The App.

Crash Analytics

Monitor Crash Analytics For A Smoother, More Reliable Experience.

Customized Platform

Unlock the full potential of your business with our comprehensive, customizable CRM tool. Tailored to EMIs and fintech companies, our CRM enhances call center workflows, risk and compliance, and operational tasks. Work closely with our team to boost efficiency and customer satisfaction.

Contact Us For CRM

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