Eltropy Review

Eltropy is customer management software that integrates core financial services, sales and marketing and purchasing features into a single comprehensive platform. As a financial services solution provider, the software helps businesses build customer loyalty by deepening and enhancing customer relationships through improved communication, information management, and automating time-consuming tasks such as phone calls and follow-up emails. -up. Eltropy helps improve sales and marketing efforts and results by simplifying the management and dissemination of information within the organization and facilitating the access of customers and potential customers to beautiful and captivating content. The software is designed to reduce the time required for phone calls, emails and meetings and instead engage customers through better, traceable communication channels.

ELTROPY – TUTORIAL

Here is a video showing the main functions of this messaging and customer management software:

ELTROPY – FEATURES

• Two-way texts: interact quickly and efficiently with members with secure and compliant 1: 1 text conversations
• Text alerts: send loan requests and debt payment reminders, loan status updates, and more
• Auto reply: set automatic replies when employees are unavailable or out of office
• Ease of use: receive instant alerts and assign conversations to employees when new messages are displayed
• DocuSign: send documents via text for a fast and secure electronic signature
• Group texts: start group text / SMS campaigns with members who have joined
• Security: collect loan documents, driver’s licenses and more with a secure link sent via text
• Registered consent: records all opt-ins and opt-outs to ensure compliance for sending group messages
• Insights on members: find out who viewed content, how long they engaged, if they forwarded it, and more
• Accessibility: all member-facing teams can access member engagement reports and analytics at any time
• Integrated CMS: easily and efficiently share relevant content with members via text. This can increase the likelihood of the content being consumed
• Integration: easily integrate with Google Drive, SharePoint and other content repository systems
• Templates: quickly share relevant content with custom editable text templates.