Financial services & SACCOs
Lead management for SACCOs and financial services
Loan and membership enquiries arrive at branches, on your website and through agents in the field. ZonoLead brings them into one inbox, gets each to an officer who can respond, and records who did what.
The problem
Where leads get lost
Loan and membership enquiries get lost between branches.
Lost between branches
An enquiry taken at one branch never reaches the officer who should follow it up.
Slow follow-up
Members wait days for a call about a loan, and take their savings elsewhere.
Who saw what?
Members' details pass through many hands, and you can't say who opened or changed them.
Capture
Every branch and form in one inbox
Branch staff add enquiries by hand, field agents import their lists and your website posts its forms, so every enquiry is in one place.
More about CaptureSmart assignment
An officer for every enquiry
Enquiries go to officers who are on shift and available, by workload, and managers reassign by hand with the full history kept.
More about Smart assignment
Reports
An audit log of who did what
Org admins see who opened, changed, assigned or exported each enquiry, and when, next to conversion and response times.
More about Reports
Stop losing leads you already paid for.
Set up your team and your first form today, or let us show you around.