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Most bank sales and service teams aren't short on effort. They're short on a shared picture of who needs what, and when.
SalesPeep is a flexible banking CRM that your team sets up around its own products and approval steps. Here's how it fits into everyday work.
Create stages that match your process, such as enquiry, documents pending, credit review, sanctioned and disbursed. Each application sits on a Kanban board, so anyone can see where things stand at a glance.
Every contact and company record keeps calls, emails, meetings and notes together. When a customer phones, the RM can pick up exactly where the last conversation ended.
Share forms, checklists and sanction letters through secure links instead of loose attachments. You can set an expiry date and see when each link was opened.
Good banking relationships depend on timely follow-up and accurate records. SalesPeep keeps both in one place, from the first enquiry to the service request a year later. Your team spends less time chasing updates and more time with customers.
SalesPeep gives banking teams a practical CRM that keeps customer relationships, approvals, and service workflows moving without extra complexity.
No. SalesPeep is a sales and relationship CRM. It sits alongside your existing systems and helps teams manage leads, pipelines, follow-ups and customer communication.
Each organisation's data lives in its own separate, isolated workspace. Role-based permissions control who can view, add, edit or delete records, and activity logs keep a record of important changes.
Yes. You can create your own stages, such as documents pending or credit review, and move each application along a Kanban board. Reports show how many files sit at each stage.
You can share document requests and forms through secure links with an expiry date, and see when they were opened. Tasks and reminders help your team follow up on anything still missing.
SalesPeep works with Gmail and Outlook, and includes a Gmail Chrome extension. If you have other systems in mind, talk to us and we'll tell you honestly what's possible.
Most teams start with the basics, such as stages, statuses and users, and add more as they go. The time depends on how many products and branches you bring in, and our team can guide you through it.
Yes. The SalesPeep mobile app lets RMs and field officers check customer history, log visits and update tasks from their phones.
Yes. You get a 14-day free trial with full access to every feature. No credit card is needed to sign up.
