Smart RM

Increase customer

Accelerate revenues by bridging channel gaps, increasing engagement activities and lowering cost to serve

Hyper personalization

Increase customer engagement across channels by enabling automation and personalization at scale. Provide RMs with conversation strikers, alerts and insights to understand customer needs and fulfil them.
Increase revenue per customer

Enable RMs to deliver personalized cross sell, up sell offers, capturing untapped, emerging customer needs across touchpoints, increasing conversions.
Smart engagement programs

Significantly boost quality of customer engagement and faster turnaround times resulting in higher NPS scores.
Unlock new opportunities

Analyze a customer’s spend habits, interactions and activities across channels, to seize the right moments for deepening customer relations.

Outperforming Global CRM vendors with the highest score for Platform offerings and Customer feedback

Highest Overall score for Platform Offerings among all the vendors
Highest Customer Feedback rating among all the vendors.
Only platform with a perfect score of 5/5 for AI (Predictive, Generative, Agentic)
Only platform with a perfect score of 5/5 for User Adoption
Highest score of 5/5 for Vision, Innovation, and Roadmap

Read the report

RMs get a personalized day plan including priority tasks for the day.
Tasks are derived from real-time customer events, profile, actions and transactions.AI/ML models prioritize customers to engage, notify real time events, and deliver tailored call scripts.

AI/ML models analyse all tasks, meetings and activities based on relevance, urgency, business logic to suggest work priorities to RMs.
Get real time revenue growth projections.
Increase productivity, eliminate stress and anxiety for your RM.

Complete portfolio view across product lines and holdings. Real-time intelligence on customer activity incl. transactions, cases, spend pattern, income analysis, and many more.
Such viewpoints can be used for superior product targeting, service up-sell or cross-sell opportunities.

Personalize conversations with a conversation striker card.
AI-driven, real-time signals harvested from customer actions, behavioural insights and more.
Build deeper, meaningful relationships with contextual, real-time conversations.

Get a drag and drop driven, advanced playbook designer.
Enable automated and context driven playbooks for all sales and service scenarios.
Automate sequential engagement steps like sending emails, scheduling calls and more.

Simplify complex customer requests to easy clicks.
Enable Straight Through Processing (STP) across processes from address updates, changing EMI cycles and more.

Create and execute voice and non-voice campaigns across all channels incl. call centers, Whatsapp, website, digital journeys, Google Business Messenger, Facebook and more
Auto schedule calling jobs, push datasets to dialer on customizable frequency
Define segments, craft personalized messaging or use predefined template