Achieve sales excellence across all your distribution channels.
Salesdrive is an AI-powered sales automation platform designed to optimise your sales cycle management and enhance efficiency across multi-channel distribution networks.
What makes it unique is a customisable CRM built for financial institutions — banks, insurers and financial services companies — offering flexibility that generic CRMs lack.
As your centralised hub for lead management, sales automation and real-time performance analytics, Salesdrive gives you actionable insight to drive revenue and maximise productivity.
Leads, tasks, calendar and targets in one glanceable view — filtered by hierarchy, role and channel, with Dot surfacing what actually needs working today.
You have 10 untouched leads with a high lead score. Three sit with a channel that converts well — worth working first.View · Create a task
Call Mr Puneet for the product demo on Monday.
Design the meeting arrangement for the TATA B2B account.
This week: 10 appointments completed, 5 callbacks pending.View · Create a task
Three of the biggest numbers in your book — quote turnaround, first-time-right issuance and persistency — all move on this one system. The Distribution Agent builds the quote inside the conversation, the Underwriting Agent turns the submission into a verified case docket, and the Persistency Agent works the renewal through to collection.
Every module is agent-ready: the same action a rep takes in the UI can be asked of Dot in plain language.
Ask Dot to create, allocate and summarise leads.
Ask Dot to manage activities, tasks and proactive nudges.
Ask Dot to retrieve, categorise and share content with leads.
Ask Dot for real-time performance reports.
Ask Dot to create and run sales contests.
Ask Dot to talk to and onboard agents.
Ask Dot to run onboarding end to end.
Ask Dot to handle renewals and recommend add-ons.
Your customers talk to Dot directly.
Ask Dot to manage channels and structures.
Ask Dot to manage users, access and structure.
Ask Dot to send the right nudge to the right group.
We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform’s adoption by defining clear training and feedback loops.
We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.
Book a 15‑minute call. We will tell you which of your workflows is worth an agent first — and which is not.
MIDC, Andheri East, Mumbai, India – 400069