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Customer-Centric Strategies with dovyo CRM

In the banking sector, you can utilize CRM (Customer Relationship Management) to create a business framework that prioritizes understanding your customers’ needs and demands. Most importantly, this approach enables you to tailor your banking and financial services to meet those specific requirements.

Work Smarter, Not Harder With dovyo CRM

Sales Alerts

Stay informed about lead actions and never miss follow-ups by receiving timely notifications.

Lead Identification

Prioritize leads based on stage, quality, and engagement to focus on the most promising opportunities.


Streamline your team’s view by showing relevant information using permission templates and smart views.

Custom Reports

Measure campaign performance and sales closure rates with over 100 customizable reports and dashboards.

Faster Onboarding

Simplify account opening and loan applications for a frictionless customer experience.

Easy View

Gain a unified view of each customer to personalize financial solutions and grow relationships.

Boost your sales team’s productivity by 2.5 times with dovyo CRM.

Automate lead management for all your teams. Capture, sort, and distribute leads instantly to the right sales representatives using powerful lead management automation. Reduce your response time and never miss out on a lead.

Strengthen Customer Relationships

dovyo CRM centralizes all your customer data, giving you a 360-degree view. This lets you personalize communication and offers, like suggesting loan refinancing before terms expire, boosting customer satisfaction and loyalty.

Enhance Regulatory Compliance

dovyo CRM automates record-keeping and integrates with the necessary tools, reducing manual tasks and ensuring regulatory compliance. This frees up your team's time and minimizes the risk of errors.

Leverage built-in data for informed choices.


Turn your smartphone into a Lead Conversion tool

Access accounts, process transactions, & offer loans - all from your phone. Deliver top service, anywhere.
Quickly review applications & schedule appointments on the go. Focus on high-potential clients.
Send messages, schedule consultations, or call directly. Build trust & strengthen client relationships.

Integrate your favorite apps


Frequently Asked Questions

dovyo CRM is designed to streamline customer interactions for banks. It helps manage client relationships, improves organization, and enhances overall customer satisfaction.

dovyo CRM offers a centralized platform for managing client data. It allows bankers to easily add, update, and access customer information, making recordkeeping efficient and secure.

dovyo CRM includes features like appointment scheduling, transaction tracking, secure messaging, and personalized communication. These features help manage client interactions, streamline communication, and ensure a smooth workflow.

Yes, dovyo CRM has a referral management system that allows banks to track and manage client referrals and consultations. It ensures timely communication with other professionals involved in a client's financial journey.

dovyo CRM's automation features allow bankers to automate repetitive tasks like sending appointment reminders and managing account updates. This saves time and ensures consistent communication with clients.

Absolutely! dovyo CRM can be seamlessly integrated with various banking tools, such as transaction systems and customer portals. This enhances data flow and improves overall client service.

dovyo CRM provides features like appointment scheduling, task management, and secure messaging. It helps bankers stay organized and maintain a comprehensive record of client interactions and financial plans.

dovyo CRM prioritizes data security. It employs robust measures, including encryption, secure authentication, and access controls, to safeguard client financial information.

dovyo CRM reporting tools help bankers understand client behavior and financial outcomes. This data can be used to personalize financial advice and optimize services.

We offer comprehensive support, online tutorials, webinars, and dedicated teams to assist with any CRM-related queries or issues.

Empower Your Banking Business

Streamline customer service with the power of our Banking CRM and witness the transformation.