SagoFin
One system for your whole sales flow
SagoFin is for teams selling financial products through telesales and affiliates. The sign-up page, the affiliate area and the CRM share the same data, under your own brand.
Book a demoCurrently offered in Vietnam. Based elsewhere? Talk to us and we’ll look at it together.
Follow one application
A list comes in, up to 50,000 rows at a time. You split it by team and by person.
An agent opens their board, picks up a ticket, calls, and logs the result.
The customer asks for a callback. The ticket comes back on the day, and flags itself if it’s overdue.
An affiliate shares their link. The customer fills in the form, and a ticket goes to the next agent with the referrer’s name on it.
The team lead sees who’s working, who’s on a break, and how much each person has.
The deal closes, and the affiliate’s estimated commission goes up.
Built around each role
Set up your way
Your workflows, your products, your forms and your commission models. You set them up in the system, without a developer.
Each business gets its own system, with its own domain and brand, and its data is kept apart from everyone else’s.
Available as separate projects
Phone system integration, eKYC, website, mobile app, and connections to your financial partners. Today, agents call from their own phones and log the result in the system.
See it with your own process
A demo takes about 60 minutes.
Book a demo