Fintech CRM
In fintech, signing the contract is not the end of the sale but the start of the technical work. A customer who has never connected to the test environment shows as contracted on the spreadsheet but produces not a penny; in a team that only looks at the sales funnel, that gap stays invisible for months.
Integration is a record linked to the account with its own stages; the test environment, key handover and go-live are stages, and a customer who is waiting shows up on the list.
- Track the enterprise customer's integration process through its own stages and see which step it is waiting at on a single list
- Attach the signed version of contracts and privacy notices to the customer record
- Accumulate the go-live date and the periodic transaction volume that follows it under the same account
- Record applications coming through business and solution partners together with their source and run commission tracking
| Integration Process | Integration is a record linked to the account with its own stages; the test environment, key handover and go-live are each a stage, and the person responsible for each stage is a field. |
|---|---|
| Document and Signature | The contract and the privacy notice are attachments on the customer record; the signature date sits in a field, and accounts with an unsigned file drop into a list. |
| Volume and Revenue Tracking | The go-live date is a field; periodic volume lines accumulate under the account and the customer-by-customer trend is read from the report. |
| Partner Channel | A partner is an account record; the applications they bring in point to that account in their source field, and the commission calculation comes out of those records. |
Selling a fintech product and getting the product working are two separate jobs. After the contract is signed the customer's technical team comes in: a test environment is opened, keys are handed over, the endpoints are tried and at some point it goes live. Each of those steps sits with a different person; sales says "closed", the technical team waits for the customer to come back, and nobody notices that the integration has been waiting at the same step for three weeks. When revenue depends on transaction volume, that wait is a direct loss of revenue.
In Rapitek CRM the enterprise customer is an account, and the integration is a separate record linked to that account with its own stages; which customer is waiting at which step is visible on a single list. Because documents such as the contract and the privacy notice are attached to the record in their signed version, nobody has to hunt for where the file is; and once a customer goes live, their periodic volume accumulates under the same account.
The scope of the plans and the items priced separately are set out on the pricing page.
