Altis Sales is a cutting-edge sales management software

Altis is a sales management software solution designed for financial institutions that offer a range of consumer lending products including personal finance, credit cards, auto leases and home loans. Our software is a comprehensive, user-friendly tool that streamlines the entire sales process from initial lead capture to closing the deal.

With Altis, financial institutions can manage their sales pipeline in a centralized platform, allowing sales teams to prioritize leads and track application progress with ease. The software also features dashboards and robust analytics and reporting capabilities, enabling sales managers to gain valuable insights into team performance, identify trends and optimize their sales strategy.

Altis is designed to be scalable and adaptable, making it ideal for financial institutions of all sizes. By leveraging our innovative software, financial institutions can improve their sales efficiency and customer experience, ultimately driving growth and profitability.

Altis Sales - Core Features

Lead Management
Contact Management
Multi-Level Sales Teams
Multi – Product Sales
Cross Selling & Upselling (Based on DBR Affordability)
Lead Prioritization
Lead Assignment based on lead attributes
Lead Activities
Activity Scheduling
Approved Employer Management
DND – Do Not Disturb
Referral Lead Capturing
Appointment Calendar
Instant Customer Eligibility Check (Requires Altis Instant)
Instant Pre – Approval (Requires Altis Instant)
SMS Campaign
Whatsapp Business Integration
Change Code workflow
Policy Exceptions workflow & History
Customer Application Stages Tracking
Sales Pipeline
Sales Team Management
Sales Target Management
Sales Performance Management
Sales Incentive Management
Back Office Activity Management
Dashboards
Multilingual (AR / EN)
Integration with Corporate website to capture web leads
Integration with corporate applications