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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

As customer expectations continue to rise, banks must swiftly identify and understand these needs, aligning them with their own business goals more effectively than their competitors. With rising acquisition costs, it becomes crucial for banks to maximize profitability from their existing clientele, leading to enhanced business performance through more strategic decision-making. A well-structured approach to customer relationship management is essential, encompassing the design, execution, and oversight of strategies. Furthermore, support for cross-selling and up-selling should be informed by careful analysis of customer behavior, allowing banks to tailor their offerings. Importantly, there are no restrictions on the number of users or the volume of decisions and workflows that can be processed, providing banks with the flexibility to scale their operations efficiently.

Description

Cloodo WhatsApp is a platform that combines all the features you need to improve your business, simplify operations and create a superior customer experience. Some of the main features include: 1. Customer Interaction: Manage customer conversations and provide excellent service. 2. Sales Enhancement: Find and guide new customers by using their data. 3. Cross-selling and Upselling : Offers products based upon customer preferences in order to increase sales. 4. Customer Engagement: Provides an easy platform for communication with customers. 5. Team Communication: Provides useful customer insights for better planning. 6. Communication Center: Manages all customer interactions and support in a single place. 7. Contact Import: Adds new contacts automatically. Cloodo WhatsApp is a CRM that uses WhatsApp to improve customer relations and increase sales.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Facebook Messenger No 
Pabbly Connect No 
Shopify No 
WhatsApp No 
Wix No 

Integrations

Facebook Messenger Yes 
Pabbly Connect Yes 
Shopify Yes 
WhatsApp Yes 
Wix Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$12
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Scorto

Founded

2001

Country

United States

Website

www.scorto.com

Vendor Details

Company Name

Cloodo

Founded

2001

Country

United States

Website

Cloodo.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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