Supports Role-Based Workflows 
Boosts Team Collaboration & Productivity 
Strengthens Customer Relationships
Boosts Team Collaboration & Productivity
Strengthens Customer Relationships
Supports Role-Based Workflows
Boosts Team Collaboration & Productivity
Strengthens Customer Relationships
Supports Role-Based Workflows
Boosts Team Collaboration & Productivity
Don’t let your leads slip through the cracks
The financial services and products industry is competitive. Mangosuite helps you identify opportunities and get in front of your customers as quickly as possible.
We’ve created a better way for sales agents, managers, and admins to capture, track, and share customer data. The end result? A more seamless way to prioritize, connect, and convert leads into customers.
Mangosuite is a powerful CRM designed to support selling financial and banking products like credit cards, loans, and more — giving your teams everything they need to prioritize, convert, and measure results.
All the features you need
Everything you need to capture, track, and share customer data is right here in one powerful CRM.
Dashboards
Track the status of leads through every stage of the customer journey, from intake to closed deals.
Customizable Widgets
Modify your dashboards to display and access the data you care about most with flexible widgets.
Lead Management
Ensure all leads are accessible, assignable, tracked, and include the most up-to-date information.
Lead Filters
Keep everyone organized with customizable filters for categorizing leads in your pipeline.
Reports
Turn the data you collect into actionable reports that improve the decision making process.
User Roles
Configure user roles and permissions for agents, managers, and administrators.
Bulk Upload
Quickly add large lead lists to the platform with full support for bulk uploading.
Measure KPIs
Keep your goals in focus with deep insights into lead status, agent performance, attendance, and more.
Messaging
Keep your teams connected with built-in individual and group chats directly in the platform.
A dedicated app for your sales agents
Keep your sales agents focused on doing what they do best: selling. Mangosuite gives your agents a powerful app for managing their daily tasks, whether that’s managing leads or logging an absence — it’s all there in one convenient dashboard.
- Track attendance and leave requests directly within the app
- Easily manage leads with full visibility into the entire lead lifecycle
- Monitor your growth with built-in analytics measuring sales performance
Track leads from collection to conversion
Make every opportunity count by giving your teams the tools they need to manage the entire lifecycle for a lead. Collecting, assigning, and tracking leads is easier than ever with a solution that boosts visibility into your leads.
- Dashboards let you track the status of a lead regardless of what stage it’s in
- See which agents a lead has been assigned to
- Give your agents one simplified location for retrieving lead information
Drive actionable insights from your sales process
Position your sales teams for success with the ability to measure performance at both the agent- and company-wide level. Quickly identify gaps in your sales funnels with full visibility into the sales process.
- Track individual agent progress as they connect and close leads in your pipeline
- Generate detailed reports providing deep insights into your customer journey
- Automatically collect and import leads from connected campaigns and lead magnets
A dedicated app for your sales agents
Keep your sales agents focused on doing what they do best: selling. Mangosuite gives your agents a powerful app for managing their daily tasks, whether that’s managing leads or logging an absence — it’s all there in one convenient dashboard.
- Track attendance and leave requests directly within the app
- Easily manage leads with full visibility into the entire lead lifecycle
- Monitor your growth with built-in analytics measuring sales performance
Track leads from collection to conversion
Make every opportunity count by giving your teams the tools they need to manage the entire lifecycle for a lead. Collecting, assigning, and tracking leads is easier than ever with a solution that boosts visibility into your leads.
- Dashboards let you track the status of a lead regardless of what stage it’s in
- See which agents a lead has been assigned to
- Give your agents one simplified location for retrieving lead information
Drive actionable insights from your sales process
Position your sales teams for success with the ability to measure performance at both the agent- and company-wide level. Quickly identify gaps in your sales funnels with full visibility into the sales process.
- Track individual agent progress as they connect and close leads in your pipeline
- Generate detailed reports providing deep insights into your customer journey
- Automatically collect and import leads from connected campaigns and lead magnets
About
Mangosuite
It all started with a simple idea of democratizing access to the everyday financial products your customers need.
But that wasn’t enough. We saw how underserved financial service providers and product companies were by the CRM market. So, we made it our mission to change that.
The rest is history. We developed Mangosuite a purpose-built CRM to solve the biggest challenges financial services and products companies experienced through the lead management cycle.
Meet the team behind
Mangosuite
Pradeep Sagar
Chairman
Aashish Sharma
Vice President - Product & Partnerships
Pricing you can follow
We’ve made it easier than ever for you to get going with Mangosuite by designing plans that fit your exact needs.
$20
per user
(Minimum 50 users)
- Inclusive of all the Features,
- A Mobile app
- Hosting
- Installation
Ready to simplify your lead management processes?
Bring your teams together with a single platform for capturing, tracking, and sharing customer data for the financial products you sell.