Security and Authentication
Secure Sockets Layer (SSL), Hyper Text Transfer Protocol Secure (HTTPS), Single Sign-On, password expiration policies
Give your prospects or customers their own portal to manage their profiles and their active, old, and new applications. For instance: The borrowers of a loan application can easily apply for loans, and students can easily apply for admissions, manage their profiles, upload documents, check application status, and receive verification & approval notifications.
Integrate your payment modules into the portal securely. Allow the completion of the complete application online including admission fees collection or payment for other kinds of applications.
Identify the application completion rates across your products, teams, regions, and more. You can even identify the pages or form fields where most drop-offs happen, allowing you to fix the form layouts for higher completion ratios.
Identify the most effective lead generation channels for new application inquiries.
Connect all the teams and processes involved through the application lifecycle.
Initiate call center, sales, or support intervention only when needed via tracking.
Engage prospects, customers, or partners via automated multi-channel campaigns.
Customized, hierarchy-based dashboards for your teams to reduce efforts.
Track the effectiveness of your processes, teams, salespeople, products, and more.