Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions.
for improved follow-ups and goal completion rates
to help you take smarter financial decisions
with all the latest security standards, including GDPR
of entire client journey
with popular business apps
Maintain a complete record of all interactions with customers and distributors in one place. Promote and increase sales of new and existing products to influential physicians and patients with all the information you need for making the perfect pitch.
Increase your Assets Under Management (AUM) with better account management. Getyn CRM lets you view all your transactions and interactions with an institution, as well as key contact information to give you a complete picture of the businesses that you deal with.
Use Getyn CRM's built-in, in-depth analytical engine to stay on top of the figures that matter. Create customized dashboards, track your key performance indicators, get smart insights from your CRM data, and steer your business in the right direction.
Be your clients' perfect relationship manager and financial advisor by offering support whenever they need it. Getyn CRM integrates tightly with major help desk tools like Getyn Desk and Zendesk. You can make use of the built-in Cases module to view feedback and resolve clients' complaints quickly.
Zia, Getyn's intelligent assistant, can help you with intelligent predictions and suggestions to streamline the way you and your clients work. Zia provides you with the optimal times to contact your clients and suggests the best actions to improve your financial analysis and client follow-ups.
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UsersGetyn CRM Software is a comprehensive customer relationship management platform designed to help businesses manage interactions with their customers, streamline processes, and improve customer satisfaction.
Yes, Getyn CRM Software is designed to accommodate businesses of varying sizes, from small startups to large enterprises, offering scalable solutions tailored to meet different needs.
Getyn CRM Software provides features such as contact management, sales pipeline tracking, lead nurturing, task and activity management, customer communication history, and reporting analytics.
Absolutely, Getyn CRM Software offers customization options that allow you to tailor the system to align with your specific workflows, terminology, and business requirements.
Yes, Getyn CRM Software offers integrations with popular tools such as email clients, marketing automation platforms, and productivity software, enabling seamless data flow between applications.
Getyn CRM Software offers lead scoring, opportunity tracking, sales forecasting, and collaboration tools, empowering your sales team to effectively manage leads and close deals.
Certainly, the software provides features for tracking customer interactions, managing support tickets, and maintaining a knowledge base, enhancing your ability to provide exceptional customer service.
Yes, Getyn CRM Software takes data security seriously. It employs encryption, access controls, and regular security updates to ensure the safety of your sensitive business and customer data.
Yes, Getyn CRM Software typically offers mobile apps or responsive interfaces, allowing you to access critical customer information, update records, and manage tasks from your mobile devices.
Getyn CRM Software offers customer support through various channels, including email, phone, and online chat. They may also provide documentation, tutorials, and training resources to help users make the most of the software's capabilities.