Salesdrive

Salesdrive is an AI-powered sales automation platform developed by Iorta Technology Solutions. It is designed to optimize the end-to-end sales cycle and enhance efficiency across multi-channel sales distribution networks. Tailored specifically for financial institutions such as banks, insurers, and financial services companies, Salesdrive offers a customizable CRM solution that goes beyond the limitations of generic CRMs. It serves as a centralized hub for lead management, sales automation, and real-time performance analytics, enabling organizations to drive revenue growth and maximize productivity.

Features

• AI-powered lead management with manual, bulk, and API-based lead capture
• Activity and task management with calendar views and geo-tagging
• Content management with tagging, sharing, and multimedia support
• Sales performance dashboards with real-time analytics and commission tracking
• Gamification through sales contests and themed clubs
• Agent onboarding with digital forms, training tracking, and document uploads
• Customer onboarding with digital KYC, OCR, payment links, and proposal generation
• Customer relationship management with renewal tracking and upselling tools
• Self-service customer portal with live chat, calculators, and claim filing
• Distribution channel management for agents, brokers, bancassurance, and online sales
• Admin tools for user management, content uploads, and dynamic notifications

Capabilities

• Customizable CRM tailored to financial services workflows
• Real-time visibility into sales operations and team performance
• Seamless integration with third-party systems and payment gateways
• No-code configuration for agile business adaptability
• Role-based access control and hierarchical user management
• Automated lead allocation and intelligent product recommendations
• Digitized application forms and straight-through processing
• Multi-device access (mobile and desktop, Android and iOS)
• Rule-based notifications and alerts via SMS, email, and push
• Comprehensive reporting and analytics across all modules

Benefits

• Accelerates the sales cycle with automation and AI
• Improves lead conversion and reduces leakage
• Enhances collaboration across sales channels and teams
• Boosts agent and customer onboarding efficiency
• Increases customer satisfaction through self-service and personalization
• Drives revenue growth with data-driven decision-making
• Reduces operational costs through digitization and automation
• Ensures compliance and data security for financial institutions
• Supports scalability with modular, plug-and-play architecture
• Empowers organizations to transition from digital-focused to digital-first