The Fastest Growing CRM In Financial Services
PIPEDRIVE FS is a CRM software for sales pipeline management, guiding and tracking all your relationships with customers and prospects. It keeps track of where every potential deal stands at every stage of your sales pipeline and allows you to organize all of your sales activities from prospecting to underwriting and ultimately closing.
However, each segment of the financial services industry is unique. Wealth management, insurance, mortgage and banking each have unique products, unique pricing, unique pipelines, unique ways of reporting, unique applications and unique workflows. Each segment has unique organizational hierarchies, goals and incentive programs. Most importantly, each segment has a unique way to manage deals, relationships and portfolios (books-of-business). PIPEDRIVE FS embraces this uniqueness.