Case Study Financiera Tu Crédito

Financiera Tu Crédito: Mexican Credit Firm Streamlines Financial Operations Using Krayin CRM

Industry

Finance

Use Case

Credit Lender

Country

Mexico

Case study Banner Image

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.

financial credit

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.

Dynamics of Mexican Financial Lenders

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.

financial credit

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.

Challenges Faced by Financiera Tu Crédito

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.

Solution

Krayin Open Source CRM Software

Krayin, Open Source CRM Software supported Financiera Tu Crédito through its organized approach and empowered customer relationships systematically.

financial credit

The following image shows the Krayin CRM dashboard of Financiera Tu Crédito.

financial credit

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.

krayin voip service integration

It also helps to create and track leads for interested customers and update the stages of leads accordingly.

financial credit

Krayin Open Source CRM Software offers ‘Quotes’ functionality to track the timely delivery of products and services at a set price and time.

financial credit

With email service in Krayin CRM provides them with centralized access to all the information and e-mail messages of potential customers.

financial credit

It also empowers with automation settings which lets to manage all their automation settings like attributes, email templates, and Workflow in Krayin CRM.

financial credit

Krayin CRM provides a comprehensive overview of a prospect’s sales activities by managing tasks, calls, and meetings.

Final Words

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.

Contribution to Open Web

Webkul is Open Source giant and continuously contributes to the open web with a blaze. We wish you to join the community to make this framework more stable.

Developer Visit
Start a Project


    Message Sent!

    If you have more details or questions, you can reply to the received confirmation email.

    Back to Home