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CSI CRM Banking Software – Sales & Referral Tracking

The CSI CRM Sales & Referral Tracking Module, fully embedded into NuPoint®, brings a sophistication to CRM in banking. This module, located within CSI’s CRM solution, allows your bank staff to easily capitalize on marketing efforts and revenue generating activities by creating opportunities and referrals, directing them to the appropriate staff and easily tracking and managing interactions through the sales pipeline. Watch this short video to learn more.

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