CRM Automation Beyond Sales: How AI Is Transforming Customer Service & Support

When individuals mention the term CRM software, they tend to believe it is something that belongs to the sales departments. They envision following leads, making calls, and making sales. However, in the present times, CRM has expanded much beyond sales. CRM systems are changing customer care and support with the assistance of Artificial Intelligence. The […]
The Role of CRM in Building Seamless Omnichannel Customer Journeys

Customers today engage businesses in numerous ways, even in the current digital world, before making a decision. One can learn about a brand on social media, go to the site, chat via WhatsApp, send emails, and eventually make a purchase by phone or form. These are not individual interactions with the customers. To them, it […]
How Omnichannel Customer Engagement Drives Sales, Loyalty & Growth

The customers have many associations with brands. They shop, use mobile apps, chat on WhatsApp, check their mail, scroll on Facebook, and sometimes go to physical stores. They desire that same level of experience all the time. That is why the concept of omnichannel customer engagement matters now. It helps businesses to offer an integrated […]
Top 10 AI-Powered CRM Software for the BFSI Industry: A 2026 Buyer’s Guide

In the modern age of high technology, the key to any banking and financial enterprise lies in customer relations. The BFSI sector, comprising banks, insurance firms, and financial service providers, requires smart and secure applications to handle customer information, monitor operations, and maintain a seamless flow of information. This is where Customer Relationship Management (CRM) […]
Why Real-Time CRM Access Is the Future of Lead Management, Channel Partner Collaboration & Incentive Tracking

Businesses today move fast. Customers want fast service. Partners want clarity. The sales teams require real-time information. Waiting hours or days to get updates in such a setting can be a waste of time. This is where real-time CRM access transforms everything. Customer details, CRM for lead management, partner management, as well as sales performance, […]
Why BFSI Firms Prefer SaaS-Based, AI-Powered CRM for Digital Transformation

The BFSI industry consists of Banking, Financial Services, and Insurance, which is transforming at a greater rate than ever. Individuals are no longer willing to wait in long queues at a bank or for days before they can receive a response back to them from an insurance company. In the modern world, customers want everything […]
Affordable AI CRM for Banks, NBFCs & Insurance: Smart Automation for BFSI

BFSI refers to banks, NBFCs (loan companies), and Insurance companies. These organizations deal with thousands of customers, phone calls, documents, applications, and complaints every day. This is mostly done manually or on outdated software. This renders the process tedious, disorienting, and error-ridden. Nowadays, customers desire quick responses, convenient services, and quick clearances. Failure to receive […]
Benefits of Using CRM Software in the Manufacturing/Distribution Sector

There has been a rapid transformation in the manufacturing and distribution industry. The customers desire to have rapid services, correct deliveries, and hassle-free after-sales services. Meanwhile, businesses have to deal with enquiries, manufacturing, stock and delivery, distributors, and service support. Manually managing all these usually results in delays, a lack of communication, and dissatisfied customers. This […]
How to Choose an Enterprise CRM for the Lending & Financial Services Sector

The relationship with customers is quite essential in the lending and financial services. The financial service companies, such as banks, loan businesses, NBFCs, among others, entertain thousands of customers daily. They deal with customer information, loans, documents, approvals, and also with repayment information. It is a lot of work that is not easy to handle […]
Best CRM Software for Banks, NBFCs & Insurance Companies in India

In the current digital banking environment, customer trust and long-term relationships are the backbone of any financial business. It could be a bank, an NBFC, or an insurance company, but all customers expect rapid service, customized service, and solution of problems immediately. Managing so many customer touchpoints manually is almost impossible today. This is where […]