Create deeper relationships that will last a lifetime

Finance businesses build credibility with customers and exceed their expectations using SuiteCRM

The Perfect CRM for the Finance Sector

An industry based on building relationships, SuiteCRM affords finance businesses’ the opportunity to adopt a personalised approach. Enriching customer profiles, from which, deeper and more meaningful relationships can blossom. Employees will be able to identify new opportunities through up-selling that will positively affect your revenue streams.

SuiteCRM for Finance
SuiteCRM for Finance

Know your customer

Model your KYC processes into the CRM and get a clear overview of your customers and their financial dealings. This allows you to make better decisions in a shorter period of time and reduces overall risk.

SuiteCRM for Finance

Deliver first-class customer service and experiences

SuiteCRM will store rich customer profiles for all of your clients on one centralised platform. Smart insights generated will empower your employees to identify new opportunities, convert more leads and create loyal brand advocates. Seamless integration with third party systems will also enable an omni-channel approach allowing clients to dictate the channels that you engage them on.

SuiteCRM for Finance

Stay on top, stay compliant

SuiteASSURED is SalesAgility’s CRM offering for compliance driven industries. It delivers the freedoms, quality and innovation of open source CRM with the security, warranties and indemnities of proprietary software.

SuiteCRM for Finance

Enterprise Services

SalesAgility offer a number of enterprise services with you in mind. Aimed at helping you to drive the most value from your CRM. The services we offer are as follows:

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Open Source CRM SuiteAssured
Open Source CRM SuiteAssured Logo

SuiteASSURED delivers the freedoms, quality and innovation of Open Source CRM with the security, warranties and indemnities of proprietary software.

It is the world’s first assurance program for Open Source CRM systems and provides you with a total care package for your CRM needs.