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Smart SELL

Aimed at financial product sales team of a bank or a finance company, Smart SELL is a sales opportunity tracking platform on the web and smart-phone. It uses an Intricate work-flow that allows multi-level sales teams to collaborate on sales opportunities for up-selling and cross-selling to customers and it provides tools for managers to track these activities.


  • Fully Configurable
    1. Create and/or import master data.
    2. Customize the work-flows by mapping existing organization.
  • Opportunities work-flow.
    1. Customer profiling: Capture new customers and profile existing.
    2. Call planning over a period (interactive & bulk).
    3. Capturing call & opportunity details.
    4. Scheduler module for automatic call related reminders & interactive calendar tracking.
  • Reporting & Analytics
    1. Manager dashboard with multiple views to watch over team performance in handling opportunities, actionable items.
    2. Call / log reports.
    3. Coverage tracker – 360-degree view of how well the customer opportunities have been covered.
    4. Opportunity reports.


  • Web-based application
  • J2EE (JAVA) Server, Spring Framework
  • JQuery based rich web-browser user interface
  • Oracle 11+ high performance Database


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