KLI ACE

KLI ACE is a Sales CRM tool for KLI’s (Kotak Life Insurance) entire sales hierarchy (employees). It is a complete mobile CRM to manage and grow your Sales and recruitment prospects. This app gives single view of all leads and all activities of complete sales force up to the lowest hierarchy.

New and Major Businesses:
- Sales Opportunities,
- Recruitment prospects
- Reminders on Activities
- Meetings and follow-ups

Operations that users can perform:
- Application has up to date information about your leads
- Can easily perform Customer meetings/appointments
- Deliver centrally assigned leads in real time
- Track leads and close deals faster
- Get easy accessible policy 360 views
- Along with structured Lead funnel / pipeline for easy operations
- Also acts as an activity management tool, enabling to effectively create, assign, update your daily tasks in real-time apart from getting reminders and live dashboards.
- Realtime reports which is easy to view and downloaded for their team and drive better governance and cadence.