A dynamic fintech CRM software platform architected and designed for the modern day fintech company.
Build dynamic lists based on any data point, including time in status, and share assigned contacts with team members.
Phone & Dialer Integrations
Integrations with several phone systems and dialers to boost call center representative efficiency.
Create custom data sources to receive data from various API services.
Post data out of the CRM to a third party. Create automatic triggers for posting out of the CRM.
Want to see our fintech CRM in action?
More tools, more features, a better experience, all under one roof.