CRMIT Solutions


Who Uses This Software?

Field Sales reps/managers across all verticals specifically Banking, Capital Markets, Insurance, wealth management, any financial service

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
  • Deployment
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • CRMIT Solutions
  • Founded 2003
  • United States

About FieldSalesPro

FieldSalesPro for Financial Services app enables field mobility and sales acceleration of Financial Services products. The app helps the field representatives to be well prepared for the meetings with customers by having a 360-degree view of Customer details. During the meetings, the representatives can have access to the product catalog and also check eligibility for the financial product.

FieldSalesPro Features

  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

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