BFSI CRM for Indian SMEs — purpose-built for how bfsi operators actually sell
For NBFCs, brokers, insurance agencies and wealth managers. Lead capture, KYC document collection, risk-based routing, regulator-friendly audit trails, and renewal cascades.
Where ZIVUX fits in your operation
From the first enquiry to renewal, ZIVUX gives bfsi / financial services teams a single pane of glass for conversations, tasks, deals and reporting.
Loan-application capture
How ZIVUX automates loan-application capture for bfsi / financial services teams — from intake through resolution.
KYC chase loops
How ZIVUX automates kyc chase loops for bfsi / financial services teams — from intake through resolution.
Policy renewals
How ZIVUX automates policy renewals for bfsi / financial services teams — from intake through resolution.
Risk-based routing
How ZIVUX automates risk-based routing for bfsi / financial services teams — from intake through resolution.
What teams in BFSI / Financial Services use most
- Omnichannel inbox — WhatsApp, email and web chat in one queue, with auto-assignment and SLA tracking
- AI lead scoring — every enquiry gets a 0-100 score so reps prioritise the right ones
- Automation workflows — no-code rule chains for follow-up, escalation, renewal and re-engagement
- Mobile app — field reps log activity, capture documents and update deals from any device
- Integration hub — connect existing tools without ripping them out: Tally, Razorpay, Microsoft 365, Google Workspace, Outlook, IndiaMart, JustDial, Meta and more
- Compliance — ISO 27001, DPDP Act 2023 and GDPR-aligned data handling, hosted in Mumbai by default