The money industry and wealth management services are the most lucrative in the UK. Those consumers seeking help from financial services will want the utmost confidence in your ability to support their needs. While you should be able to offer an excellent service standard, it makes sense to set up a great CRM in banking or the best CRM finance startups; enterprises can rely on it for time.
Customer relationship management in banking is crucial in the digital age. Telagus is the perfect online CRM for wealth management and banking as it offers various services and specialities. Our multi-functional online platform is ready to go whenever you are.
Financial services CRM systems should give clear access to all your digital admin and projects and grant access to your clients at the level they expect from you. For example, an investment banking CRM must enable you to manage specific cases and projects raised by high-profile clients.
Why manage customer queries and projects manually? Telagus offers you the chance to consolidate your whole operation. The best CRM for small financial services firms and brands, Telagus, allows you to set up bespoke email campaigns and projects with high-profile customers, which is essential for marketing and customer management. Wealth management CRM services will also allow you to create unique marketing campaigns.
Get in touch with a friendly member of staff to get answers or solutions to any questions that you may have.
The best financial services CRM software will allow you to manage your team from afar. Through Telagus, financial experts will have profiles that they can use to monitor customer cases, respond to customer queries, and check their employment statuses.You’ll also be able to access your Telagus financial CRM from anywhere with a web browser and internet access.
This means that you, your team and your customers on private projects can access your platform whenever and wherever they please. CRM financial services with a bespoke approach are ideal for startups, small businesses and even more giant corporations. We’ve set up a platform online that grows with you and adapts to your needs.
Choose the plan that’s right for you or your team.
Affordable CRM for individuals and small teams to manage leads, emails, calls.
Affordable CRM for individuals and small teams to manage leads, emails, calls.
Ideal for growing teams with enhanced lead management, communication, and collaboration.
Ideal for growing teams with enhanced lead management, communication, and collaboration.
Designed for established businesses with advanced insights, capacity, and team collaboration.
Designed for established businesses with advanced insights, capacity, and team collaboration.
Call us on 02037641143 or email info@telagus.com discuss your custom requirements.
| Feature | Starter | Starter | Growth | Growth | Business | Business |
|---|---|---|---|---|---|---|
| Team Members | Upto 2 | Upto 2 | Upto 5 | Upto 5 | Upto 10 | Upto 10 |
| Contacts | 1000 | 1000 | 5000 | 5000 | 1000 | 1000 |
| Email Marketing | 5,000 emails/month | 5,000 emails/month | 20,000 emails/month | 20,000 emails/month | 5,0000 emails/month | 5,0000 emails/month |
| Call Credits | 100 min | 100 min | 250 min | 250 min | 500 min | 500 min |
| Phone Number | 1 | 1 | 3 | 3 | 5 | 5 |
| SMS Marketing Credits | 50 | 50 | 150 credits/month | 150 credits/month | 300 credits/month | 300 credits/month |
| Quote Builder |  | | | | | |
| Form Builder + Custom Fields (includes auto-responders) | 2 Form | 2 Form | 5 forms | 5 forms | Unlimited | Unlimited |
| Live Chat | | | | | | |
| Email Signature Generator | | | | | | |
| Sales Email Templates | | | | | | |
| Marketing Analytics | | | | | | |
| CRM Dashboard | Basic | Basic | Advanced | Advanced | Advanced + Custom Widgets | Advanced + Custom Widgets |
| Onboarding & Support | Email Support | Email Support | Priority Support | Priority Support | Priority + Training | Priority + Training |
| AI content generator |  | | | | | |
| AI Website Image | | | | | | |
| AI Website Content | | | | | | |
| Website Builder | | | 1 landing pages | 1 landing pages | 2 landing pages | 2 landing pages |
| Funnel Builder (Marketing Automation) | | | | | | |
| Contract Generator | | | | | | |
| Integrations | | | | | | |
| User Roles & Permissions | | | Limited | Limited | Full | Full |
| Free Chatbot Builder | | | | | | |
| API Access | | | | | | |
Telagus is a leading choice in financial services CRM systems online. Our always-online platform is one of the easiest to access and manage from almost any location. Telagus will also offer you access to a wide array of timetables and team management features. When your banking and wealth management customers need help with high-profile enquiries, you can be sure to delegate the right expert to the right job.
What’s more, Telagus is affordable and competitive. It is a leading web application which scales up and down with your firm. Tailor a CRM adaptable to manage a handful of customers or a more comprehensive portfolio with Telagus.
A free trial of Telagus could make all the difference. Before you commit to the software or platform, try it before buying. We offer all bank and financial services the chance to try Telagus for ten days for free. During this time, you can feel free to look closely at the software’s features and functions. Moreover, you could use your time to try out some of the finer points of the customer and team communication.
Modern services require modern admin solutions. Don’t get swept behind the times. Choose Telagus and benefit from a complete, comprehensive online CRM that’s easy to use with minimal training – for you and your team alike!
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