Key Features
Let’s browse through the key features of 1Click CRM, a platform curated specifically to enhance your experience and drive success in the digital landscape. Right from automated systems to seamless integration of latest technology, our platform offering is sure to empower your business to thrive in any business landscape.
1Click CRM
Prioritise business growth by integrating latest technology into your business operations using 1ClickTech’s seamless solutions. A major prospect of running a successful business is fostering healthy relationships with customers. Using 1ClickTech’s CRM solutions, be assured of managing interactions with current and potential customers.
Robust Customer Relationship Management (CRM)
The Multi-Organization Support feature of 1Click CRM enables users to effortlessly manage clients from multiple organisations on a single platform.
Tailored Fields and Workflow
Each business revolves around and requires a different set of inputs and strategy applications. Understanding this, 1Click CRM is designed to align closely with the specific business processes and data requirements.
Data Verification
Verifying data is a crucial aspect portraying trust and reliability when building customer relationships. Manual verification can be painstakingly long and time consuming. As a convenient alternative, we offer 1Click CRM which is integrated with Aadhaar, PAN, and bank statement verification to enhance data integrity and prevent fraud.
Role Based Access Control (RBAC)
Business organisations comprise various departments that are responsible for overseeing a range of activities and tasks. Based on the roles and responsibilities, 1Click CRM provides access to allocate role based access control to ensure a seamless and structured workflow system.
Dynamic Templates and Notifications
Pop-up and in-app notifications prove to be an effortless communication tool. 1Click CRM aims at streamlining communication via personalised emails, SMS, and in-app notifications.
Aadhaar Based E-Sign Tools
Aadhar card is a government recognised ID proof document. 1Click CRM recognises the importance of Aadhar card and offers a convenient method to utilise it for legally recognised document signing.
Executive Summary
Loan Management System(LMS)
- Loan Application Automation: Prompt loan processing with streamlined customer data collection and analysis.
- Customer Loan Portal: A self-service platform that eases the user experience for borrowers.
Loan Origination System(LOS)
- Lead Generation and Management: Proactive lead tracking and nurturing tools.
- Document Management: Secure storage and retrieval of loan application documents.
Competitive Advantage
Owing to its scalability, 1Click CRM stands out as a customisable, reliable, and regulatory platform. Standing as a technologically advanced platform, 1Click CRM ensures technological excellence, and seamless integrations of data. With automation of processes, our product offering eventually leads to reduced costs, thereby benefiting businesses. Fast deployment and updates powered by 1Click CRM enhances the accessibility of data and the platform from anywhere with an internet connection.
Future Roadmap
Our roadmap includes exciting enhancements such as NBFC compliance, advanced notification & reminders, credit risk scoring, automated underwriting workflows, pre-qualification engine, AI-powered recommendations, and advanced analytics.