CloudCC CRM
CloudCC CRM

Provide Financial Services Covering Various Financial Fields

To build a trustworthy financial industry, CloudCC CRM help you build lasting connections with your existing and potential customers, set a new standard of excellence and uniqueness for your business, gain trust through the interactive system, gain insight into your customers' needs and recommend flexible portfolios.
To build a trustworthy financial industry, CloudCC CRM help you build lasting connections with your existing and potential customers, set a new standard of excellence and uniqueness for your business, gain trust through the interactive system, gain insight into your customers' needs and recommend flexible portfolios.
Loan
Insurance
Internet Finance
Investment Management
Loan
CloudCC Loan Management helps users register a borrower or broker as a lead and convert them to business opportunity efficiently, manage the process of property mortgage and eligibility application approval.
Insurance
CloudCC Insurance covers major categories such as auto insurance, project insurance, and property insurance, etc. It can improve the billing rate and reduce operation cost by managing the whole process of insurance sales.
Internet Finance
CloudCC Internet Finance mainly includes borrowing module and investment module, which can effectively reduce the risks of borrowing and investment for customers, improve work efficiency and reduce operating costs through full business process control.
Investment Management
According to the problems arising in the business of investment projects, CloudCC Investment Management strictly controls the pre-investment, investment and post-investment of projects to reduce project investment risks.