Lead Management & Marketing Automation for NBFC

Our banking automation tool helps you in capturing the potential leads from various platforms like your website, paid ads, social media, referrals, email campaigns, and others.

Lead Management & Marketing Automation for NBFC

Connect Your NBFC Lead Sources

Connect your Lead Sources to capture leads from different lead sources. Our unique NBFC Leads Automation CRM built for sales professionals who want to boost their Non Banking Financial Company lead conversion and generate maximum ROI from their ad spends.

Extract students’ data from social media platforms

Extract Banking Lead from Social Media Platforms

By integrating our Banking marketing software, you can easily extract the Banking lead information from various platforms and channels and accordingly induce their involvement by sending them regular automated notifications.

Get Instant New Lead Alerts​​

Get Instant Banking Lead alerts on your sales team mobile via SMS, email, voice and WhatsApp. Trigger predefined replies and other engagement content to convert more leads. Say bye bye to managing data in excel or csv manually.

Other Useful Usage

On Mobile

Send bank statements, insurance policy updates & Reminder, loan approval status, credit card approvals, payment confirmation and much more as SMS attachments with Autoresponder.

Financial Alerts

Keep customers updated through instant SMS alerts on everything from OTPs and Money withdrawals to credit/debit card usage. With a lightning fast SMS API gateway.

Campaign Tracking

Smart SMS Service is the premium product which helps you to track Campaigns, mobile number and manage website links, attachments, tickets or mobile web pages in your text SMS.

SMS Banking

Use SMS long codes and short codes with predefined keywords which allows customers to check balance, open accounts, add payee and much more. Make your processes user friendly with our two way communication tool.

Give Information

Improve efficiency, stop sending email campaigns or tele-calling. Send timely alerts (e.g. linking Aadhaar) to your banking customers via SMS, the best mobile customer engagement tool with 98% read rates.

Mass Campaigns

Now you can fully customize your Bulk SMS campaigns on the go using our simple and powerful user interface. Push millions of bulk SMS, send regional language SMS, or Send Group SMS.

Customer Follow-up

Do you follow up with your customers after they’ve made purchases? Rewarding customers for their loyalty is a great way to build relationships and earn more sales. Send new customers a special gift, such as a ten percent off coupon (which you can track), to encourage them to visit again.

Increase customer walk-ins

Retail is the process of selling consumer goods or services to clients through multiple vendors, channel partners of distribution to earn a maximum profit. Demand has to be identified and then satisfied through a supply chain. Attempts are made to increase demand through advertising.

Build customer relationships

Personal interaction with customers is a great way to establish relationships and encourage long-term customer loyalty. Your marketing can be a natural extension of this, which means you don’t always have to be selling. Send out thank you and birthday, anniversary greetings.


Promote new products & services and get online to sign up with SMS marketing campaigns. Include a Tiny Web URL link & track client response.


Use wording such as ``For every Rs.50 you spend tonight, you get Rs.10 off your next purchase of Rs.50 or more.`` Your customers have an incentive to spend at least Rs.50, and you'll get an additional Rs.50 in purchases when they apply their future-use coupon.

Seasonal Specials

Seasonal specials For retails, it means promoting products that are in season. For others, use whatever major holiday is approaching. Promote the products or services or create new ones that somehow connect with the season, and put them front and centre.


Create a customer club with particular benefits (newsletter, coupons, special events, extended hours) and offer free membership with any purchase over a set dollar amount. Otherwise, membership should cost something.

Cross Promotion

Cross-promotion For B2B businesses, offer a cross-promotion opportunity, such as a directory listing or advertising spot for customers who purchase within X hours or over X dollar amount.


Create your free Leads Automation account