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  • Writer's pictureSsemujju Lewis E

The Best Help Desk Software For Fintech

CRM feeds on the data from interactions between a company and its clients to understand their behavior, gain insight, and improve the entire process. For example, Fintech can carry out personalized communication with its clients with a CRM tool.


In addition, CRM provides an omnichannel for FinTech for improved customer service. Omnichannel is a lead nurturing and client engagement strategy where a company avails all its products, offers, and support services to customers or prospects on all channels, platforms, and devices. Omnichannel marketing is where companies promote their products, offers, and support services to customers or prospects on all channels, media, and devices through consistent and engaging branding and intentional messaging.



The Best Help Desk Software For Fintech Companies

1. Monkeypesa

Monkeypesa is a customer support software catering to multiple arms of your business - from sales marketing, automation and customer support. With the spirit of helping small and medium enterprises grow and thrive in business, Monkeypesa is a user-friendly tool. The pricing, features, analytics, easy to interpret dashboard makes it simpler for the users.


MonkeyPesa Features:

  • Team collaboration

  • 360-degree view of customers

  • Livechat software

  • Ticket routing

  • API

  • Automation

  • Community forums

  • Self-service portal

  • Insights, analytics and reports

  • Human Resources and payroll

  • Live Chat

  • Bulk SMS and email management

  • Knowledge Base


Monkeypesa has a live-chat portal that allows customers to interact with a customer service agent right from the company's website. Clients use this chat-enabled service to reach out to the company for inquiries. The service is pertinent for businesses and companies relying heavily on their websites for traffic and customers.



It is important to note that clients do not want to be stranded for long waiting for replies. Therefore, employ a large team or use multiple software such as chatbots to automate some chat interactions. Live chat software enables agents to solve customer issues in real time and from wherever they already are. It makes the process comfortable as it is instant and doesn't need a physical meeting. Here, the reps can catch issues instantly during the conversation.


Email management is another crucial aspect of MonkeyPesa customer support software. Email interactions are notorious for being slow, especially if there are few monitoring agents and a high volume of emails daily. As a result, customers may need a response faster than some email service strategies can provide, especially when the conversation requires more than an initial email and a reply.



Any capable customer service team should possess a central and accessible knowledge base to simplify simple inquiries. MonkeyPesa lets you build a knowledge base backed up by well-written articles for customers to peruse through searching for answers. Without the articles, there is no knowledge base. A knowledge base is the end product of collecting and organizing that information into a usable form. This feeds directly into the self-service portal. This is the ultimate test for your customer support. This section is filled with an FAQ (Frequently Asked Questions) database and a knowledge base that contains other information like product specs and case studies. Customers can easily comb through these and find answers to the queries of those before them.



Social Media is a very relevant tool for sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, and Direct Messages. Accessible Communication is a giant step toward maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.


2. Zendesk

Zendesk’s customer service software empowers businesses to build effortless customer experiences. As a result, conversations flow seamlessly across channels, leading to greater productivity and satisfaction.


The Agent Workspace within Zendesk’s Suite equips agents with all the tools they need to collaborate with other teams, and deliver fast, personalized responses on any channel—from a single, unified interface.


Zendesk gives you the tools you need to manage omnichannel customer service. You can provide customer support via email, live chat, voice, Facebook, Twitter, WeChat, WhatsApp, and more.

Professional Support Suite — $89 per agent per month

  • Omnichannel support

  • Social messaging add-on

  • Self-service knowledge base

  • Dashboards and reporting for all channels

  • Talk partner edition

  • Multiple ticket forms

Enterprise Support Suite — $149 per agent per month

  • Roles and permissions with skilled-based routing

  • Multi-brand support

  • Chat widget and web SDK

  • Content cues to identify knowledge gaps

  • 24/7 live chat and phone support


3. Live Agent

LiveAgent is an excellent Hubspot Service Hub alternative for small and medium-sized e-commerce, telecom, and SaaS businesses that want to offer excellent customer service on a budget. This fully-featured help desk software helps you bring personalization to your customer interactions.


The best part about this tool is that it lets you combine all your communication channels, like email, live chat, calls, and social media, into a shared company inbox.


LiveAgent harnesses the power of an omnichannel universal inbox, real-time live chat, a built-in call center, and a robust customer service portal. Personalize your communication by leveraging our customer segmentation, automation, built-in CRM, powerful analytics package, and customer knowledge base. Discover over 175+ help desk features and 40+ integrations.


4. Salesforce

Salesforce is a cloud-based CRM, an all-in-one sales solution designed to do the best for all of your business. It is one of the CRM platforms adopted by capital markets and investment banks to strengthen their business relationship with corporate clients and entrepreneurs investing in banking institutions and those offering related services.




Regarding product vision, revenue growth and marketing execution, salesforce takes the trophy, and most enterprises have praised it. Additionally, it allows third-party integration.


Salesforce cares for businesses and has an edition for small and medium enterprises. It offers them a robust set of CRM tools and resources at an amicable and bearable price. It is easy to use and has several features that small businesses can use. However, most of the features are set for large companies and enterprises.


Many enterprises are considering integrating salesforce because it has features with several product enhancements, serves businesses of all kinds, organizes all your data in one central place, and manages all the data across teams.


The pricing is as follows; the essential package goes for $25 a month for 10 users and below, professional goes for $75, enterprise goes for $$150, whereas unlimited goes for $300. Still, there is also a free trial version that lasts for a month.


5. Bitrix24

Bitrix24 is an on-cloud and on-premise CRM software system with over 18 different languages enabled. Bitrix24 manages its timeline and pipeline activities and is perfect for small, medium and large businesses.


Companies prefer this CRM system due to the many advantages, including unlimited leads, contacts, quotes, invoices, appointment scheduling, and deals. In addition, the cloud-based sales management software offers complimentary sales, promotion, and customer management tools from being a lead to closing a deal. Its best productivity lies in lead management, sales performance, tracking, and pipeline management.



To easily manage your business and financial deals, Bitrix24 has several features: Invoices, Telemarketing, Sales automation, free documentary management, Inbound and outbound calls, Automated email marketing, Reservation communication history and many others.


About Prices of Bitrix24;

There is a free version for the first 12 users, Start + is for $19 a month, CRM+ is for $55 a month, Project +is for $55 a month, Standard goes for $79 a month, and Professional goes for $159 a month.

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