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Lead Management

Transform your  lead management  with Fintaar.ai's advanced digital  lead management solution. Experience seamless API & file-based data ingestion, intelligent customer segmentation, and robust sales strategies powered by our rule engine which comes along flexible De-dupe Engine

Key Benefits

  • Streamlined Data Management : Efficiently manage customer data with our API and file-based ingestion system, ensuring seamless integration and accuracy.
     

  • Enhanced Sales Strategies :  Leverage rule engine-based customer segmentation to tailor sales strategies and boost conversion rates.

  • Comprehensive Monitoring : Utilize our admin portal to oversee sales activities, reallocate resources, and access detailed reports and dashboards.
     

  • Multi-Lender Flexibility :  Add multiple lenders, set up customized policies, and utilize our lender matching engine for optimized lending solutions.

Features

01.

API & File Based Data Ingestion

02.

Customer Segmentation & Sales Strategies

03.

Telecalling Portal

04.

FOS Mobile App

05.

Admin Portal

06.

Lender Matching Engine

Why Choose Fintaar's Digital Lead Management?

  • Advanced Integration Capabilities : Seamlessly integrate customer data with API and file based ingestion for comprehensive data management.
     

  • Intelligent Segmentation : Enhance targeting and personalization with rule engine based customer segmentation and sales strategies.
     

  • Robust Telecalling Support : Improve outreach and customer interaction with our dedicated telecalling portal.
     

  • Mobile Accessibility : Empower your field sales team with our user-friendly FOS mobile app for on-the-go productivity.
     

  • Centralized Control  : Efficiently monitor and manage sales activities, resource allocation, and reporting through our admin portal.
     

  • Optimized Lending Solutions : Benefit from our lender matching engine to find the best lending options tailored to your customers' needs.

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