FEATURES

Octo Smart is designed to create and update Your Leads Status. Beside that it can monitor your Leads and your Team easily.

Leads

Complete process of tracking and managing sales leads from generation of leads to their conversion.

Product Info

Display comprehensive product information that can be offered to Customer.

Calculator & RAC

Calculate and assess profile of Customer to apply loan in CIMB Niaga.

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Onboarding

Sales can onboard Customer to open Saving Account, Current Account and apply Credit Card and Personal Loan.

Campaign & Promo

Display active campaign for sales team and promotion of CIMB Niaga Debit Card and Credit Card.

Product Recommendations

Offers best products for Customer based on their needs.