Supercharge your business with Getyn Cloud Apps. Get discounted pricing today! Offer ends in:
Supercharge your business with Getyn Cloud Apps. Get discounted pricing today! Offer ends in:
Access essential client information swiftly. Understand their requirements and delight them with rapid, effective solutions. Enhance client experiences and accelerate business growth with the leading CRM solution tailored for financial services institutions.
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to enhance follow-up effectiveness and achieve higher goal completion rates
to assist you in making more informed financial decisions
incorporating the most current security protocols, including GDPR compliance
of entire client journey
with popular business apps
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Keep comprehensive records of all customer and distributor interactions centralized in one location. Effectively boost sales of both new and existing products to influential physicians and patients, equipped with all the necessary information to deliver compelling presentations.
Enhance your Assets Under Management (AUM) through improved account management. Getyn CRM enables you to access all transactions and interactions with institutions, along with key contact details, providing a comprehensive overview of your business relationships.
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Utilize Getyn CRM's robust analytical engine to stay informed about critical metrics. Customize dashboards, monitor key performance indicators, derive intelligent insights from CRM data, and guide your business strategically.
Become your clients' trusted relationship manager and financial advisor by providing support whenever they require it. Getyn CRM seamlessly integrates with leading help desk solutions such as Getyn Desk and Zendesk. Utilize the integrated Cases module to promptly address feedback and resolve client issues efficiently.
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Zia, Getyn's intelligent assistant, offers intelligent predictions and suggestions to enhance efficiency for you and your clients. Zia recommends optimal times to contact your clients and suggests actions to improve your financial analysis and client follow-ups.
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Access all Getyn apps with G-Suite
30 Days Money Back Guarantee
Round the Clock Support
Getyn G-Suite is an all-in-one subscription package that provides access to a variety of Getyn apps, including CRM, Social, Campaigns, Helpdesk, and more. It features a centralized administration panel, allowing you to easily manage licenses, group policies, and team members in one convenient place.
G-Suite plan gives you an access to all Getyn apps within the ecosystem. Also, you get 3 free users for each Getyn app with 1 G-Suite license. You can easily customise your G-Suite plan by adding more G-Suite licenses or by adding individual app users from the G-Suite admin panel.
No. We no longer sell individual apps licenses or users. You have to signup for a G-Suite plan to access any of our apps & services.
| Application | Limitation |
|---|---|
| Getyn Suite | 1 G-Suite license comes with 3 free users for each app. For extra users, you can either buy more G-Suite licenses or add individual users from your G-Suite admin panel. Pricing for additional individual app users starts at $9/user. |
| Getyn Campaigns | We only provide Email/SMS sending & automation software that you can connect with 100+ supported smtp servers. You need to directly buy email sending credits from the supported smtp servers like amazon SES, elasticemail etc. We do provide email verification & SMS marketing credits, that you can request by emailing us at [email protected] |
| Getyn Voice | Phone number cost and calling minutes are not included in the G-Suite license. You can buy phone number and calling minutes directly from the Getyn Voice dashboard. |
| Getyn Sites | 1 G-Suite licenses comes with 1 Website limit. You can add additional websites from the Getyn Sites Dashboard. |
Getyn CRM Software is a comprehensive customer relationship management platform designed to help businesses manage interactions with their customers, streamline processes, and improve customer satisfaction.
Yes, Getyn CRM Software is designed to accommodate businesses of varying sizes, from small startups to large enterprises, offering scalable solutions tailored to meet different needs.
Getyn CRM Software provides features such as contact management, sales pipeline tracking, lead nurturing, task and activity management, customer communication history, and reporting analytics.
Absolutely, Getyn CRM Software offers customization options that allow you to tailor the system to align with your specific workflows, terminology, and business requirements.
Yes, Getyn CRM Software offers integrations with popular tools such as email clients, marketing automation platforms, and productivity software, enabling seamless data flow between applications.
Getyn CRM Software offers lead scoring, opportunity tracking, sales forecasting, and collaboration tools, empowering your sales team to effectively manage leads and close deals.
Certainly, the software provides features for tracking customer interactions, managing support tickets, and maintaining a knowledge base, enhancing your ability to provide exceptional customer service.
Yes, Getyn CRM Software takes data security seriously. It employs encryption, access controls, and regular security updates to ensure the safety of your sensitive business and customer data.
Yes, Getyn CRM Software typically offers mobile apps or responsive interfaces, allowing you to access critical customer information, update records, and manage tasks from your mobile devices.
Getyn CRM Software offers customer support through various channels, including email, phone, and online chat. They may also provide documentation, tutorials, and training resources to help users make the most of the software's capabilities.
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