CRM Activity Tracking

Automation Hero automatically logs and updates CRM records for bankers, allowing them to give better serve and assist their customers.

CRM users spend 5.5 hours each week logging activities and updating contacts, which costs companies an average of $13,200 each year per user (IntroHive). Many bankers are required to log all their customer conversations which takes time away from assisting their current customers and acquiring new ones.

These types of processes are an inefficient use of a bank employee’s time as well as a waste of capital. Automation Hero automatically logs and updates CRM records for bankers, which allows them to give better service and assistance to their customers and increases team productivity.