CRM - Call center and Loan Management activities

As per the functionalities of a basic CRM , Leadsquared's CRM was used for the same purpose:-

  1. Calling Leads 
  2. API integrations through Google Ads and Facebook Ads 
  3. Landing page and website integration
  4. Converse facility , for chatting directly through WhatsApp with leads 
  5. Tagging calls , accessing call recordings etc. due to integrations with Telephony 

The entire lifecycle of the CRM , from Requirement Gathering , to integrations, to monitoring the platforms and user access, was completely monitored and managed single handedly by me

 

 

20 Sep 2022

Keywords
CRM Tools Tech Design Customer CustomerSupport LeadAquisition