TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue.
TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience.
- Connect to your audience
- Collect data for actionable insight
- Automate business workflows
- Save time and money
With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals.
- Real-time sales and marketing tracking.
- Actionable insight into every customer interaction.
- Put all your digital interactions in one place.
The best part about its ability to customize various journeys for different lending products catering to MSME's, SME's and PL part. The journeys are different in all, and ability to customize stuff and flows is important. So, quoting with an example - for business loans you want to take gst docs, gst information, company udyog and other parameters into consideration. But for a personal one, simple pan docs and bank statements would do the work.
so flow customization is crucial and necessary step
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