CRM system for an integrated management of onboarding processes

Our solution allows an integrated management of processes, contacts and sales force.

Future-proof your business

User Experience

A simple, intuitive e adaptable software to your needs
Optimize and plan your daily work by adopting a new approach to selling
Follow all the processes from the acquisition phase to the conclusion of the practice
Use our servers safely and protect your data

Integrazione

External lead generation system
Lending page link connected to your site
Budgeting systems in web service

Digital onboarding

Digitally collect your customer data quickly and securely
Documental Onboarding
Instant check of the validity of the document

Anti-fraud and anti-money laundering control

Security technology directly integrated into the CRM system
Check AML, Pep, Crime... lists
Instant anti-fraud check

Dedicated assistance

A team of experts will support you from activation to use

Three different plans

BASIC

Portfolio entry and massive imports
Contract activity management
Automatic deadlines and renewals
Appointment agenda
Hot/cold leads priority management
Waiting for documents and attachments
Sending Email/SMS directly from the Sales
App mobile

PRO

All the functions of BASIC and in addition:

Marketing campaigns
Free archive of 81,600 ATC already registered
Company production reports, statistics and graphs
Network Management and Area Manager
Personalized notifications (Push, Email, SMS, Whatsapp)
Calculating users separately

ENTERPRISE

All the functions of PRO and in addition:

Web service estimate connected to the bank portals
Details of the conditions of external collaborators and internal sales staff
Accounting, accrued commissions and proforma
Other products
Pre-filled forms

Via Paolo di Dono, 149 Roma

DECALOGUE CODE OF CONDUCT PRIVACY COOKIES

Our staffs always ready to respond to your needs.
Call us at 069522227, write us at info@ineo.it ore use our dedicated page.

@ Ineo unipersonale S.r.l.
P. IVA 11010851001