QSolution Updated July 2026
Products oCRM Platform8 Time&Material
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oCRM Platform8 Оплата по фактическим затратам Info
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oCRM — a system for collecting, systematizing, and processing bank client data, as well as for managing client interactions, sales, inquiries, partners, and office telephony calls

The system helps consolidate information about clients, banking products, applications, and inquiries in a single interface, ensuring convenient work for bank employees and improving customer service efficiency

Client Card

The system creates a unified client card based on data from automated banking systems.

The client card contains up-to-date information on:

  • Bank products
  • Client applications for bank products
  • Client inquiries to the bank
  • Accounts, cards, and other products used

Sales Management

The sales management module automates work with client data and manager tasks.

Module capabilities:

  • Receiving client data from various sources: website, marketing campaigns, events, and other channels
  • Distributing tasks among managers
  • Task completion control by department heads
  • Generating sales dashboards
  • Tracking efficiency of branches, campaigns, and managers

Client Inquiry Management

The system automates the processing of client inquiries and helps monitor response times.

Module capabilities:

  • Registration of client inquiries
  • Routing inquiries to working groups
  • Tracking SLA for inquiry processing
  • Integration with Jira for transferring tasks to working groups using Jira
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Partner Management

The partner management module facilitates interaction between the bank and its partner network.

Module capabilities:

  • Providing partners with a personal account
  • Obtaining a QR code for client acquisition
  • Managing partners through the partner manager workstation

Customer Service in Branch

The system automates customer service processes in a bank branch.

Module capabilities:

  • Single entry point for creating a client
  • Introducing clients to bank products
  • Serving clients using electronic document management
  • Updating data in master systems
  • API for remote channels
  • Recording client inquiries