CRM for Fintech
Unify Customer Data, Speed Up Verification, Hold Your SLA
Manage customers from every channel in one database, run verification through a tracked workflow, and make sure each service request closes within its target time.
- 5-minute setup
- WhatsApp support 24/7
- Indonesian local server
Why Is Fintech Service So Hard to Keep Consistent?
High application volume demands tidy data and measurable process, not handling scattered across tools.
Fintech Customer Data Is Scattered
Customer information sits across spreadsheets, chats, and email, so the team rebuilds the context every time a request comes in.
Verification Takes Too Long
Documents move between people with no clear flow, so applications stall at one stage without anyone noticing.
Service Struggles to Meet SLA
With no handling-time tracking, delays only surface after the customer complains and the service target has already passed.
One System for Data, Verification, and Customer Service
Four Barantum solutions that make your fintech operations tidier and more measurable.
Centralised Customer Database
All customer data along with their application and interaction history lives in one place, so the team never hunts across systems.
Complete customer profile on one page
Application and conversation history together
Data from every channel arrives automatically
Access controlled by each team's role
Verification and Follow-up Workflow
Every application moves through defined stages, each with a clear owner and deadline at every step.
Verification stages clearly laid out
An owner assigned to every stage
Follow-up reminders run automatically
Stalled applications are easy to spot
Omnichannel Customer Service
WhatsApp, email, phone, and social media land in one inbox, so customers never repeat their story on a different channel.
Every channel in a single inbox
Conversation history follows the customer
Conversations routed to agents automatically
Customer context opens as you reply
Ticketing and SLA Monitoring
Every request becomes a ticket with a resolution target, and delays surface before they turn into complaints.
Tickets with a resolution target
Alerts before the SLA is breached
Automatic escalation for urgent cases
SLA attainment reports per period
A CRM That Follows How Fintech Teams Work
Financial companies use Barantum to tidy their customer data and hold their service quality.
Data in One Place
All customer information lives in a single place.
Tracked Process
Every verification stage has a clear owner.
SLA Held
Delays surface before they become complaints.
Audit Ready
Interaction history is stored and traceable.
Fintech CRM Pricing for Your Business
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Standard CRM Sales
For every business type. Solutions to Simplify Sales Management
- Lead Management
- Sales Management
- Consumer Contact Data Management
- Standard Report Dashboard Settings Management
Professional
For all types of businesses. A more complete solution. Increase automation in Your company
- All features of the Standard CRM Sales + CRM Service package
- Live GPS Attendance
- Module Marketing
- Module Quotation
Enterprise
Customize features and services to fit any business, from small to large scale.
- Custom Whitelable Logo
- On-Premise Solutions
- Customize Workflow
- Dedicated Barantum Account Manager
Trusted by 1000+ Businesses in Indonesia
How Barantum helps businesses to increase profits, time efficiency, and customer satisfaction
Questions About Barantum Fintech CRM
A CRM unifies customer data from every channel, runs verification through a clear flow, and tracks the handling time of each request. The team works from one shared source of data.
Each application moves through defined stages with an owner and a deadline at every step. Anything that stalls becomes visible immediately, so it can be picked up straight away.
WhatsApp, email, phone, live chat, and social media can all land in one inbox. Conversation history stays attached to the customer profile whichever channel is used.
Every request becomes a ticket with a resolution target. The system warns before the target is breached and provides SLA attainment reports per period.
Barantum offers integrations to connect data with the other systems you run. The scope and approach are worked out with our team based on your current setup.
Data access is controlled by user role and the full interaction history is stored so it can be traced during an audit. Meeting the data protection and financial sector rules that apply to your company remains something to confirm on your side.
Yes. You can try Barantum for free with no credit card, or schedule a demo with our team to see the flow against your fintech company's needs.
Ready to Tidy Up Your Fintech Operations?
Centralised data, verification workflow, omnichannel, and SLA monitoring. Try it free, no credit card.
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