• Apophia

The Best CRM For Banks

Updated: Jan 26

There is a plethora of activities banks have enjoyed automated. Manual application is hectic.


So many companies have mastered using CRM software systems to accomplish their work. A bank is an institution where you want to have automation. Transactions are supposed to be quick and void of redundancies. The digital evolution of getting things done technically has not left banks behind. These have software systems that help them get work done there and then, and here are some!


1. MonkeyPesa CRM

MonkeyPesa CRM is an all-in-one business automation tool. From sales marketing, automation or customer support. With the devotion to help Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics, easy-to-interpret dashboard make it ideal for you.


The CRM aids businesses to get prospects, insights, converts more leads to become customers and manages with customers across several channels. At the same time, they go through the selling process.


The Best Sales And Marketing Software In Africa



The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows track time, generating invoices, Pro-forma invoices, quotes, and getting much more money faster. And the real estate system helps real estate companies to acquire property, landlord management, tenant and the necessary automation.


MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resource and payroll

  • Inventory and stores

  • Bulk SMS and emailing