Meet Vorta CRM.
A connected workspace for customer relationships, service operations and the work that keeps your organisation moving.
WHY VORTA CRM
Know the customer. Follow the work.
Customer information, enquiries, documents, tasks and service requests often sit in different places. Vorta CRM is designed to bring those activities into one organised workspace, with access shaped around each institution's structure and responsibilities.
CORE CAPABILITIES
The tools your teams need to stay organised.
Capabilities are configured to the institution's business model, operating requirements and enabled modules.
Customer and member records
Maintain organised profiles, contact history, documents and relevant service information.
Sales and relationship management
Track enquiries, opportunities, referrals, follow-ups and customer engagement.
Tasks and approvals
Assign work, follow approval steps and keep a record of actions and decisions.
Customer service
Record enquiries, complaints, service issues, ownership and resolution progress.
Documents and records
Keep supporting documents and business records organised and appropriately accessible.
Reports and oversight
Give managers a clearer view of activity, outstanding work and operational performance.
Institution-specific workflows
Configure the relevant operations for SACCOs, microfinance institutions, banks and fintechs.
Integrations and automation
Connect with approved external systems and reduce repetitive steps in everyday work.
DESIGNED FOR YOUR ORGANISATION
One platform. Different ways of working.
Each institution sees the services and workflows configured for its business and authorised users.
SACCOs
Member records, guarantor workflows, employer remittances and member service operations.
Microfinance
Borrower records, group lending, field activities, loan cases and collections.
Banks
Customer servicing, relationship management, service cases and connected systems.
Fintechs and SMEs
Customer and merchant records, operational tasks, support and reporting.
BUILT WITH RESPONSIBILITY
Clear access. Controlled information.
Financial and customer information needs careful handling. Vorta CRM is being designed around institution-specific access, role-based permissions, branch responsibilities and traceable activity.
SEE HOW VORTA CRM COULD FIT
Let's walk through your requirements.
Arrange a conversation about your institution, its systems and the processes you want to improve.