1%

1Click CRM

Step up your business operations by integrating 1 Click Tech’s thoughtfully developed 1Click CRM solutions. We present to you the future of Customer Relationship Management (CRM) that seamlessly blends with AI technology to empower businesses to excel. Beat the competition and pave the way for your business using our crm platform that specializes in delivering actionable AI insights and a smooth customer relationship process.

product image

Key Features

1Click CRM embodies the future of technology. Right from automated systems to seamless integration of the latest technology, our platform is designed to buckle your business up and make it future-ready. With dynamic project and pipeline management, you can create multiple projects, each with its own unique pipeline structure. Customize steps, workflows, and fields to align with your specific business needs all configured dynamically to offer unparalleled flexibility. Here’s a deeper understanding of the salient features our customer relationship management software is embedded with:

  • Integrated with modern features like multi-organization support, 1Click CRM facilitates effortless management of clients across multiple organizations on a single platform.

  • Every business is unique and requires a different approach to inputs and strategy applications. With 1Click CRM, you can easily customize your CRM configurations and templates to specifically align with your business processes and data requirements. Dynamically add fields as per your evolving needs, ensuring that your CRM adapts seamlessly to your workflow without limitations

  • Data verification is a crucial step in building customer relationships. Experience the ease of automated verification with 1Click CRM solutions. Integrated with Aadhaar, PAN, and bank statement verification, our customer relationship management software acts as a protective barrier which enhances data integrity and prevents fraud.

  • Business organisations have a hierarchical structure where roles and responsibilities are equally distributed. Based on the roles and responsibilities, 1Click CRM enables organisations to allocate role based access to the team in order to provide a structured framework to the business operations.

  • 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 card is an essential identity proof document especially used in data verification. 1Click CRM recognises this significance and offers a convenient method of legally authorising documents using Aadhaar based E-sign tools.

Executive Summary

Loan Management System(LMS)

  • Automated Loan Application: Quick and hassle free loan processing with structured consumer data and analysis.
  • Customer Loan Portal: An easy to navigate self-service platform that facilitates a convenient user experience.

Loan Origination System(LOS)

  • Lead Generation and Management: Facility to proactively track leads and efficiently manage them
  • Document Management: Eases the process of storing and retrieving loan application related documents

Competitive Advantage

Packed with business oriented features paired with high customizability options is what makes 1Click CRM stand out amongst crm softwares. As a technologically progressive platform, 1 Click CRM guarantees technology optimization and the synchronization of data. Subsequently, our product offering evolves into efficiency in work processes, thus, contributing positively to the aspect of cost in business. Easy to deploy and update, 1Click CRM makes the data accessibility and the platform for automation easy for users.

Future Roadmap

Our roadmap to futuristic upgrades has in store some exciting new features such as:

  • NBFC compliance
  • Advanced notification & reminders
  • Credit risk scoring
  • Automated underwriting workflows
  • Pre-qualification engine
  • AI-powered recommendations
  • Advanced analytics