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Deliver a secure service with SuperOffice CRM

Whether you are in banking, insurance, lending or investing, SuperOffice CRM provides you with a clear picture of your customer portfolio and supports you in automating manual processes and complying with privacy and legal restrictions.

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SuperOffice CRM for the Banking & Finance industry

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    Customer overview

    A complete overview of customer information in one place – from contact details, email correspondence, phone calls, documents, sales or minutes of meetings. With one click, the entire company is provided with a 360-degree view of your customers.

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    GDPR compliance

    Compliance with data protection (GDPR) is mandatory by law. Implement best practice routines and guidelines supported by a CRM system to enable your company to comply fully with these requirements.

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    Communication

    Communicate with a wide range of customer groups from your CRM system based on income-level, risk category and geography. Send email campaigns based on specific segments to deliver targeted offers and promotions.

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    Sales management

    Identify commercial opportunities with prospects and existing customers based on business needs, product range and revenue growth. Achieve accurate forecasting and pipeline management through implementing offers and sales opportunities in SuperOffice CRM.

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    Key figures and KPI

    Access key figures and KPIs from all business units within the company to enable better decision-making. Combine reports from multiple systems to provide a complete overview based average contract value, competition, offers and win-loss ratios for new sales.

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    Agreements

    Store all your agreements and contracts directly in SuperOffice with digital signatures. Streamline your sales process and shorten decision-making time. By having 100% control over all framework agreements, you can work more proactively with customers before their contracts expire.

Free personalized demo

On average, SuperOffice customers increase annual company revenue by 16%. 

4 reasons to try SuperOffice CRM:

  • Feature based pricing (you pay for what you use)
  • Seamless integration with Office 365 and G-Suite
  • Accessible on any device - desktop, mobile and tablet
  • Unlimited companies, contacts, prospects and support tickets

See SuperOffice CRM in action

The CRM Buyer's Guide

Investing in CRM software will help you build and strengthen relationships with new and existing customers. Find out how to choose the right solution for your business with our CRM Buyer's Guide.

Download the guide