CRM for fintech and financial services sales teams
A pipeline for teams that sign up merchants and customers.
Field and phone agents each working their own list is how prospects go missing. Socianet gives every agent their deals and the manager a view of all of them.
We already run Payaza's fintech sales team on Socianet.
New lead 3
Reply today
Call at 2pm
Documents in 2
Follow up Thursday
Onboarded 1
Done
Where the leads come from
Where they leak
- Agents keep prospects in their own phones
- Nobody knows which merchants were followed up
- Onboarding stalls at paperwork with no reminder
A typical pipeline
Stages named for the way you sell.
This is a starting point. We build yours around how your team works.
- New lead
- Contacted
- Meeting held
- Documents in
- Approved
- Onboarded
What we set up
Ready when the team logs in.
Set up for you in seven days.
What changes
The same team, with one place to work from.
Every deal has an owner
Nobody asks "who has this one?". The name is on the deal, with the next step and its date.
Each person sees their own
Open one screen and know what to do today. No hunting through tabs.
The manager sees everything
One dashboard for the whole team, so the weekly review takes minutes.
Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product
Straight answers
Questions we get from fintech and financial services sales teams.
Can each agent see only their own leads?
Yes. Each agent has their own view, and the manager sees everyone's.
Our agents work in the field. Is there a mobile app?
Yes. The mobile app is on every plan.
What does it cost?
Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.
How long does setup take?
Seven days from kickoff. We import your data, connect your channels and train the team.
Can we cancel?
Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.
Other industries
Not quite your business?
Send us your spreadsheet. In 48 hours it is a live pipeline.
Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.