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WAVE CRM

Name: WAVE CRM
Rating: 5.00 (100 reviews)

1.5 by Bajaj Capital Insurance

5/5 (100 Reviews) December 22, 2024

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Latest Version

Version
1.5

Update
December 22, 2024

Developer
Bajaj Capital Insurance

Categories
Business

Platforms
Android

Visits
0

License
Free

Package Name
com.simplecrm.bajaj_capital_ipc

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More About WAVE CRM

What’s New in WAVE CRM Mobile App

- Role-based customized app for all
- Easily create leads and store them in CRM through an easy-to-use lead creation form or upload leads in bulk in one go.
- Auto-assignment of leads and opportunities on marking appropriate dispositions
- Take client's documents and payment proof photos from the camera and directly upload them on the app
- In-app calendar to plan your day and other activities with follow-up and reminder feature

Features

- Manage your lead and client data on the go
- Stay updated with the real-time flow of information and lead tracking. All lead details and the latest disposition will now be in one place.
- Dashboard view of detailed reports of calls, meetings, and tasks for easy tracking and management
- Highly interactive, user-friendly interface that syncs your data across your desktop site and mobile app
- Plan your workday by having an overview of your scheduled activities
- Have access to Client Portfolio Report directly and manage collections
- Assign collection activity to stakeholders for documents and payments via tasks

App usage Note

The usage of this app is restricted to employees of Bajaj Capital Limited and Bajaj Capital Insurance Broking Limited. Other users may, however, use this app if they have the invitation from Bajaj Capital Insurance Broking Limited to use it via valid login credentials. Anyone else is not meant to, and will not be able to use the app.

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