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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

The primary aim of Customer Relationship Management for businesses is to foster customer loyalty and attract new clients. When clients are pleased with the services they receive, they are less inclined to seek alternatives elsewhere. SBank-CRM enhances your understanding of your clients and improves service delivery through its intuitive, consolidated dashboard. This platform provides a unified interface that allows you to grasp customer requirements, deliver personalized services, and make informed decisions. SBank-CRM aggregates data from operational systems, business intelligence, and decision support systems into one cohesive platform. With its powerful customer analytics, it not only bolsters customer satisfaction but also uncovers new sales opportunities by offering real-time insights into customer data, including financial summaries, product engagement, purchase likelihood, profitability, and other critical analytical metrics. Furthermore, the system's user-friendly design ensures that businesses can quickly adapt to changing customer needs and market trends.

Description

Enhance your connections with top-tier integrations and reporting tools to maximize the utility of your data. By establishing a unified source of truth, you can glean more actionable insights that facilitate a profound understanding of your customers and their financial paths, ultimately transforming engagement and enhancing the overall customer experience. Build a data-driven ecosystem at the heart of your sales and marketing efforts. Use these insights to analyze performance metrics and gain a clearer picture of your return on investment. Total Expert serves as a uniquely designed CRM and customer engagement platform tailored specifically for banks. Institutions that collaborate with Total Expert experience growth at 2.2 times the industry average, fostering stronger customer relationships, increasing retention rates, and achieving higher levels of customer satisfaction—all through a balanced blend of digital and human interactions. This approach not only streamlines operations but also ensures that customer needs are prioritized at every touchpoint.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

COZYROC SSIS+ Suite No 
TrustEngine No 

Integrations

COZYROC SSIS+ Suite Yes 
TrustEngine Yes 

Pricing Details

Contact SWORD BROS for pricing details.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

SWORD BROS

Country

Russian Federation

Website

swordbros.ru/portfolio/sbank-crm-4/

Vendor Details

Company Name

Total Expert

Founded

2012

Country

United States

Website

totalexpert.com

Product Features

CRM

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

Product Features

Financial CRM

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

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

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