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.
Send one-off emails, auto responder emails, email triggers and notifications, and blast email marketing.
Pre-populate documents with data and send for electronic signature. Digital certificate on each document.
Create calendars and calendar appointments for each contact with reminders and notifications.
Want to see our fintech CRM in action?
More tools, more features, a better experience, all under one roof.