All of your client service.
One system.
Every conversation, application, call and appointment at your institution in one place, each with an owner and a next step. Here is what it does, module by module.
Wherever it comes from, it lands in the same inbox.
One inbox for every channel.
WhatsApp, text messages, calls, Facebook, Instagram, email, web chat and forms all land in the same inbox. Your team sees what still needs an answer, who has it and how long it has been waiting.
- Filters by branch, officer, channel and status
- Routing to the right person, by hand or by rules
- Internal notes and mentions the client never sees
- Saved replies for the questions you get every day
Illustrative data.
One file per client, with the whole story.
Every message, call, appointment, document and application lives in the client's file. Whoever helps them tomorrow knows what was said today, without asking again.
- Full history from every channel on one timeline
- Client details, products of interest and tags
- Pending and received documents
- Owning officer and branch, always visible
- Interest
- Auto loan
- Officer
- Edgardo M.
- Branch
- North
- Wrote on WhatsAppSat 8:12 p.m.
- Edgardo repliedSat 8:16 p.m.
- Appointment · Monday 9:00Sat 8:18 p.m.
- Call · 6:24 min · recordedMon 9:02 a.m.
Documents
- Photo ID
- Pay stub
- Employment letter
Illustrative data.
Every product gets its own pipeline.
Personal loans, auto loans, mortgages, credit cards, certificates or memberships: each with its own stages, owners and timing. Nothing is left without a next step.
- Stages shaped to each product
- Amounts, dates and owners on every application
- Alerts when an application stalls
- View by branch, by officer or across the institution
New1
Contacted2
Documents1
Approved1
Illustrative data.
Keep your lines. Make every call count.
You don't switch phone carriers. Tracking numbers forward to the lines you already have, and every call is logged and recorded in the client's file.
- Duration, who answered, which source and why they called
- Recording available in the client file
- Missed calls become call-back tasks
- Metrics by branch and by time of day
Today's calls
| Time | Number | Duration | Answered | Purpose |
|---|---|---|---|---|
| 9:02 a.m. | (•••) •••-4471 | 6:24 | Edgardo M. | Auto loan |
| 9:40 a.m. | (•••) •••-0918 | 2:51 | Lourdes V. | Certificate |
| 10:15 a.m. | (•••) •••-7730 | — | Missed | Call back |
Illustrative data.
Appointments people actually keep.
Calendars per officer and per branch. Clients book from a link or your team books inside the file, and reminders go out on their own.
- Calendars per officer, branch or appointment type
- Reminders by WhatsApp, SMS and email
- Confirm, reschedule or cancel without a phone call
- The appointment stays linked to the application
Hi María, we will see you tomorrow at 9:00 at the North Branch. Reply 1 to confirm.
Illustrative data.
Seasonal campaigns, measured.
Maturing certificates, auto fairs, back to school, tax season: send by email, SMS or WhatsApp to the right group and see what each one produced.
- Audiences by product, branch, tag or stage
- Email, SMS and WhatsApp from one place
- Scheduled by date or triggered by an event
- Replies return to the inbox as conversations
Illustrative data.
Let the system handle the repetitive work.
Simple rules that assign, remind and follow up for your team. If nobody answers in time, the system flags it before the client gets tired of waiting.
- Routing by branch, product or shift
- Scheduled follow-ups and reminders
- Escalate to a supervisor when response time runs out
- Move applications forward when documents arrive
Illustrative data.
Everything is measured.
Response time, unanswered conversations, applications by stage and conversion by product, branch and officer. Management sees the whole institution; each branch sees its own.
- Median response time and unanswered count
- Conversion by product, branch and officer
- Calls by source, time of day and outcome
- Results for every campaign
Illustrative data.
Everyone sees what they need.
Permissions follow your org chart: each branch sees its own, supervisors see their team and management sees everything. Signing in takes a one-time code sent to a work email, no personal phone required.
- Roles for management, supervisors, officers and service
- Visibility by branch and by product
- Sign-in with a one-time code to the work email
- A record of who did what in each client file
| Management | Supervisor | Officer | |
|---|---|---|---|
| See all branches | |||
| See own branch | |||
| Reassign conversations | |||
| Export reports |
Illustrative data.
The institution in every officer's pocket.
Your team answers, calls and moves applications forward from the mobile app. Notifications reach the owner the moment the client writes.
- Inbox, client file and applications on the phone
- Notifications to the owner, not to everyone
- Call and message from the app
- Built for officers in the field or at fairs
Today
Illustrative data.
Answered at night, too.
Your team answers first. When nobody is available, an assistant handles the basics, collects the details and leaves the case ready for a person to pick up first thing in the morning.
- Only covers after hours or when nobody is available
- Answers common questions with information you approve
- Collects details and books or prepares the application
- Hands the case to a person, with full context
Illustrative data.
See it with your products
and your branches.
30 minutes. We show you what a normal day at your institution would look like.