COA for Banking

COA for Banking

Advanced Software Applications
SprinxCRM

SprinxCRM

Sprinx Systems
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About

Why limit automation and optimization to just outbound Marketing? True synergy happens when everyone works together all of the time. With COA there are no more excuses why valuable opportunities inevitably slip away. Look at your business through your customer's eyes. They see a single entity, not LOBs or separate departments. You need a similar holistic view of them. One that's not limited to singular functions like Sales, Marketing, Underwriting or Service. COA is that complete, seamless view. It ties marketing to sales, sales to service, and so on. With COA everyone/team member and every effort are aligned and accountable. COA establishes a dynamic customer profile. And that profile is easily configured to fit your culture and organizational needs. By design, COA systematically identifies and presents new customer opportunities in priority order based on whatever matters to you, including valuation, context, time-sensitivity, and each staff member's skill level to proper

About

Learn who are your clients. Improve your processes to keep your existing customers, understand their needs and increase their satisfaction. Try out our system solution for your business. Our joint aim will be your satisfied customer. An exceptionally effective tool to manage sales and marketing agendas. Grow your business, establish truly effective marketing campaign strategies, and plan for future opportunities. Centralize your intra-business operations. Organization of customers in similar groups suitable for reaching. Use your CRM simply for targeting your marketing. No applications! Get all information easily in your web browser. One place for data management, one storage location and fewer problems with GDRP. An acquisition sales representative is interested in different information than an account manager. Adapt CRM to your employees! Instant view of the sales team’s performance thanks to a well-organized map reporting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banking sector searching for an Opportunity management and CRM platform

Audience

Businesses searching for a CRM solution to improve their services and increase sales

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$7 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Advanced Software Applications
Founded: 1992
United States
www.asacorp.com/coa.jsp

Company Information

Sprinx Systems
Founded: 1996
United States
www.sprinx.com/crm-business-systems

Alternatives

Alternatives

Upnify CRM

Upnify CRM

Upnify
Accrisoft Freedom

Accrisoft Freedom

Accrisoft Corporation
Octopus Moving

Octopus Moving

Octopus Moving CRM
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Categories

CRM

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

No info available.

Integrations

No info available.
Claim COA for Banking and update features and information
Claim COA for Banking and update features and information
Claim SprinxCRM and update features and information
Claim SprinxCRM and update features and information