📅 Monthly Basis

Monthly Basis CRM | Banking

**Start at $0 per month. Get started now.**

Welcome to Monthly Basis CRM, the all-in-one Customer Relationship Management solution designed specifically for the banking industry. We help you transform customer relationships, boost efficiency, and ensure compliance with a suite of powerful, easy-to-use tools.

1. 360-Degree Customer View

Say goodbye to fragmented data. Our centralized platform provides a complete, 360-degree view of every customer. From financial history and account balances to a full log of every interaction, you'll have all the information you need to provide personalized and proactive service.

  • Customer Profile: Access demographics, communication preferences, and a history of all products and services.
  • Interaction History: A complete, searchable log of every customer touchpoint across all channels.
  • Household/Family View: Understand and serve entire families or business groups as a single unit.

2. Security & Compliance Built-In

Security isn't an afterthought; it's a core component. We provide the tools you need to protect sensitive data and meet strict regulatory requirements with confidence.

  • Role-Based Access Control (RBAC): Ensure the right people have access to the right information.
  • Audit Trails: Automatically log all system activity for easy compliance checks.
  • Compliance Workflows: Built-in processes for KYC and AML to streamline adherence to regulations.
  • Multi-Factor Authentication (MFA): Add an essential layer of security for user accounts.

3. Automation That Works for You

Automate routine tasks and complex processes to free up your team for what matters most: building relationships. Our intuitive automation tools reduce manual effort and improve operational efficiency.

  • Onboarding Automation: Streamline new account openings and loan applications.
  • Task Automation: Automatically assign follow-ups and reminders to relationship managers based on triggers.
  • Approval Workflows: Create automated, multi-step approval processes to accelerate decision-making.

4. Smart Sales & Marketing

Proactively engage with customers and identify new opportunities using data-driven insights. Our CRM helps you move beyond reactive service to a strategic, growth-focused approach.

  • Lead & Opportunity Management: Track potential customers and manage the entire sales pipeline.
  • Customer Segmentation: Group customers to create highly targeted marketing campaigns.
  • Cross-Selling Recommendations: Use AI to suggest relevant products and services to increase revenue.

5. Powerful Analytics & AI

Make informed decisions with real-time analytics and predictive intelligence. Our customizable dashboards give you a clear view of performance, while AI helps you anticipate customer needs.

  • Customizable Dashboards: Visualize key performance indicators (KPIs) like sales and satisfaction scores.
  • Predictive Analytics: Identify customers at risk of leaving and those most likely to be interested in a new product.
  • Anomaly Detection: Use machine learning to flag unusual account activity, aiding in fraud prevention.

6. Omnichannel Communication

Connect with customers wherever they are. Our integrated platform consolidates all communication channels, ensuring a seamless and consistent experience.

  • Integrated Communication: View all emails, phone calls, and chats in a single timeline.
  • Self-Service Portals: Empower customers with a secure portal for submitting requests and finding information.
  • Mobile Access: Your team can access customer data and perform tasks on the go with our fully responsive mobile app.

Pricing

Get started today for free!

  • Free Plan: Includes essential features to get you started.
  • Paid Plans: Offer expanded features and scalability for growing teams.

Join the many banking professionals already using Monthly Basis CRM to build stronger customer relationships.