WAVE CRM

What’s New in WAVE CRM Beta Mobile App

• Role-based customised app for all
• Easily create leads and store 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 camera and directly upload 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 real-time flow of information and leads tracking. All lead details and 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.