Industry
Finance
Use Case
Credit Lender
Country
Mexico
Financiera Tu Crédito is a Mexican financial company that offers easy credit options for individuals and groups.
They provide various loan types, including Express, Personal, Group, and Women or Additional loans, tailored to different needs.
Financiera Tu Crédito values honesty, trust, and flexibility, aiming to enhance customer experience with competitive interest rates.
They have branches in Tantoyuca, Chicontepec, and Santa María Ixtac, Veracruz, serving the local market.
Krayin Custom CRM Development optimized Financiera Tu Crédito’s operations by implementing a structured system for managing customer records, leads, and credit processes.
Credit-providing firms in Mexico are rapidly evolving, driven by fintech innovations.
They use technology to streamline processes, cut approval times, and boost financial inclusion for farmers and SMEs.
According to Statista, the total revenue of the financial market is projected to reach US$10.06 Million by 2027.
These firms focus on niche markets with tailored solutions, often partnering with banks and NBFCs to expand their reach.
Transforming credit access boosts Mexico’s economic growth by facilitating easier access to capital for individuals and businesses.
Financiera Tu Crédito had major issues managing its credit operations and user records Without a centralized system.
Their customer information was spread across spreadsheets and databases. This caused inconsistencies and made it hard to access current client data.
This disorganization made it difficult to assess creditworthiness, resulting in longer loan processing times and more errors in credit decisions.
These problems reduced operational efficiency and limited the company’s ability to grow and meet market demands.
To address the issues and enhance the client experience they contacted Webkul through the UVdesk ticketing support system.
In this case study, we’ll look at how Webkul used its powerful solutions to address Financiera Tu Crédito’s business challenges.
Krayin, Open Source CRM Software supported Financiera Tu Crédito through its organized approach and empowered customer relationships systematically.
The following image shows the Krayin CRM dashboard of Financiera Tu Crédito.
Using Krayin Open Source CRM Software has improved Financiera Tu Crédito’s credit operations, reducing errors and speeding up processes.
Also, Integrating the VoIP Module in Krayin CRM Software helps the user to call over a broadband Internet connection and the users can perform Inbound routes.
It also helps to create and track leads for interested customers and update the stages of leads accordingly.
Krayin Open Source CRM Software offers ‘Quotes’ functionality to track the timely delivery of products and services at a set price and time.
With email service in Krayin CRM provides them with centralized access to all the information and e-mail messages of potential customers.
It also empowers with automation settings which lets to manage all their automation settings like attributes, email templates, and Workflow in Krayin CRM.
Krayin CRM provides a comprehensive overview of a prospect’s sales activities by managing tasks, calls, and meetings.
Webkul helped Financiera Tu Crédito integrate with Krayin Open Source CRM Software to improve its credit lending management.
The integration provided tools like Email Integration, automated messaging, and VoIP for better communication.
Implementing this efficient Krayin CRM software enhanced customer relationships, increased satisfaction, and growth for Financiera Tu Crédito.
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