Digital Transformation & CRM Software

REQUESTS
	Using mobile, allow customers to intiate different types of loan requests & securely attach supporting loan documents.
	Allow customers to receive timely reminders of installment payments & periodically pay installments due.
	Allow customers to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as invoices, travel bookings, expense claims, procurement, etc in a self-service manner.
AUTOMATION
	Digitize & automate routing of entire credit approval & loan disbursement process.
	Automatically notify customers of loan status at each step of the loan approval process.
	Allow field service staff to scan & capture loan related documents from customer site in offline mode.
	Auto-generate customized loan proposals, contracts & agreements.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to offer loans to leads. While on call, allow leads to express interest by simply pressing a button. Auto-assign qualified leads to agents for follow-up.
	Seek customer satisfaction feedback and rating after each service case closure.
VISIBILITY
	Track performance & SLA of entire credit approval process.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads & loan requests, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, Alexa & call center, allow customers to automatically book appointments, raise service requests or complaints.
	Using mobile, allow customers to make payment for your services.
	Allow customers to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Digitize & automate assignment of appointments & service requests based on skills, availability, etc.
	Allow field service staff to collect data, collect payment and close task from customer site in offline mode.
	Auto-generate customized service reports & invoice. Auto-send to customers over SMS & email. Allow customers to securely access reports in a self-service manner.
	Automatically notify customers of service status and progress at each step of service fulfillment.
	Bulk upload monthly invoices in one shot, auto-generate invoices, notify customers and allow customers to pay.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to offer your services to leads. While on call, allow leads to express interest by simply pressing a button. Auto-assign qualified leads to agents for follow-up.
	Seek customer satisfaction feedback and rating after each service case closure.
VISIBILITY
	Track performance & SLA of entire service fulfillment process.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads & service requests, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, Alexa & call center, allow patients to automatically book appointments for doctor visits or for preventive healthcare checkup.
	Using mobile, allow your patients to access health reports.
	Allow customers to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Auto-assign appointments to doctors based on speciality & availability.
	Auto-assign preventive healthcase appointments to field staff based on location, skills, availability, etc.
	Automatically send reminders to customers of upcoming appointments.
	Allow patients to check-in & get confirmation token as SMS.
	Auto-generate customized prescription & health reports. Auto-send these to customers. Allow customers to securely access reports in a self-service manner.
	Auto-generate invoice for services provided to patients. Auto-send these to customers.
	For preventive healthcare visits, allow field service staff to collect patient data, collect payment and close task from customer site in offline mode.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to provide offers on your preventive health checkup plans & to keep your patients aware of important updates, reminders & offers. While on call, allow leads to express interest by simply pressing a button. Auto-assign qualified leads to agents for follow-up.
	Seek customer satisfaction feedback and rating after each service case closure.
VISIBILITY
	Track performance & SLA of entire service fulfillment process.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads & service requests, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, allow your customers to submit legal case details, attach documents, book appointments, make payments, access secured documents,etc.
	Allow customers to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Automate data capture & routing of legal cases to lawyers through multiple levels & Workforce Engagement. Monitor and control the status of every legal case, keep your customers informed and staff focused.
	Auto-assign legal cases to lawyers based on location, skills, availability, etc.
	Automatically notify customers of case reminders & status at each step of legal case processing.
	Auto-generate customized legal documents, case contracts & agreements. Auto-send these to customers. Allow customers to securely access reports in a self-service manner.
	Generate invoices & allow your clients to pay online.
	Allow field service staff to scan & capture legal case related documents from customer site in offline mode.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to provide offers on legal service you offer. Keep your clients aware of important updates, reminders & offers. While on call, allow leads to express interest by simply pressing a button. Auto-assign qualified leads to agents for follow-up.
	Seek customer satisfaction feedback and rating after each legal case closure.
VISIBILITY
	Track performance & SLA of each legal case processing.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, allow customers to book property, pay for property & easily attach supporting documents for property purchase.
	Allow customers to receive timely reminders of installment payments & periodically pay installments due.
	Allow customers to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Auto-assign leads to staff based on location, skills, availability, etc. Track lead details, all the way to closure.
	Digitize & automate end-to-end property sale workflow across legal, finance, sales, etc.
	Automatically notify customers of status at each step of property sale process.
	Auto-generate customized quotes, proposals, contracts & agreements.
	Allow field service staff to scan & capture property related documents from customer site in offline mode.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to send offers for properties for sale. While on call, allow leads to express interest by simply pressing a button. Auto-assign qualified leads to agents for follow-up.
	Seek customer satisfaction feedback and rating after each property purchase closure.
VISIBILITY
	Track performance & SLA of entire property purchase process.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, allow your customers to submit investment details, raise applications, attach documents, book appointments, make payments, access secured documents, etc.
	Allow customers to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Automate data capture & routing of cases to investment managers through multiple levels & Workforce Engagement. Monitor and control the status of every case, keep your customers informed and staff focused.
	Auto-assign leads to investment managers based on location, skills, availability, etc.
	Automatically notify customers of reminders & status at each step of case processing.
	Auto-generate customized legal documents, case contracts & agreements. Auto-send these to customers. Allow customers to securely access reports in a self-service manner.
	Generate invoices & allow your clients to pay online.
	Allow field service staff to scan & capture investment related documents from customer site in offline mode.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to send new investment opportunities to customers. Keep your clients aware of important updates, reminders & offers. While on call, allow leads to express interest by simply pressing a button. Auto-assign qualified leads to agents for follow-up.
	Seek customer satisfaction feedback and rating after each legal case closure.
VISIBILITY
	Track performance & SLA of each case processing.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, allow parents & students to raise admission applications, easily attach supporting documents, periodically make necessary fee payments & securely access student reports & documents.
	Allow parents & students to sign documents online using a digital signature. No more downloading, printing, or scanning.
	Allow parents & students to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Automate data capture & routing of end-to-end admission process through multiple levels & Workforce Engagement. Monitor and control the status of every application, keep students informed and staff focused.
	Automatically notify parents & students of status at each step of admission process.
	Auto-generate customized report cards, documents, contracts & agreements. Auto-send these to students & parents. Allow parents to securely access reports in a self-service manner.
	Maintain digital records of entry & exit from institution.
	Generate bulk invoices for fees collection, notify parents & allow to pay online.
	Allow field service staff to scan & capture admission related documents from customer site in offline mode.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to keep students & parents aware of important updates, reminders & offers. While on call, allow parents to express approval or interest by simply pressing a button.
	Seek customer satisfaction feedback and rating after each case closure.
VISIBILITY
	Track performance & SLA of each admission processing.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, allow citizens to intiate requests, fill application forms digitally, easily attach supporting documents, securely access reports, book appointments & periodically make necessary fee payments.
	Allow citizens to sign documents online using a digital signature. No more downloading, printing, or scanning.
	Allow citizens to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Automate data capture & routing of each request through multiple levels & Workforce Engagement. Monitor and control the status of every application, keep citizens informed and staff focused.
	Automatically notify citizens of status at each step of application fulfilment process.
	Auto-generate customized reports, documents, contracts & agreements. Auto-send these to citizens. Allow citizens to securely access reports in a self-service manner.
	Transform business processes. Digitize & automate legacy business processes. Allow self-service request generation capabilities to citizens. Complete requests & tasks using automated workflows & Workforce Engagement.
	Generate bulk invoices for fees collection, notify citizens & allow to pay online.
	Allow field service staff to scan & capture admission related documents from customer site in offline mode.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to keep citizens aware of important updates, reminders & offers. While on call, allow citizens to express approval or interest by simply pressing a button.
	Seek customer satisfaction feedback and rating after each case closure.
VISIBILITY
	Track performance & SLA of each request processing.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners & external government agencies to push data, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

REQUESTS
	Using mobile, allow customers to buy insurance, easily attach supporting documents, intiate claim requests, check status of claim, securely access reports, book appointments & periodically make necessary premium payments.
	Allow customers to request 24/7 support using any channel like Alexa, Mobile, Live Chat, Email, Phone, Twitter, SMS, etc.
	Allow employees & partners to raise approval requests such as travel bookings, expense claims, invoices, procurement, etc in a self-service manner.
AUTOMATION
	Automate data capture & routing of end-to-end new policy issuance & claim processing through multiple levels & Workforce Engagement. Monitor and control the status of every case, keep your customers informed and staff focused.
	Auto-assign new policy issuance & claim cases to staff based on location, skills, availability, etc.
	Automatically notify customers of status at each step of insurance claim processing.
	Auto-generate customized legal documents, insurance contracts & agreements. Auto-send these to customers. Allow customers to securely access reports in a self-service manner.
	Generate invoices & allow your clients to pay online.
	Allow field service staff to scan & capture policy & claim related documents from customer site in offline mode.
	Reduce costs by automating response to more that 70% of customer support requests using Answer Bots & Voice Bots.
	Allow agents to respond to all customer service requests using one Omni-Channel Inbox.
	Improve overall productivity of employees & partners through digitalization of approval processes & internal operations.
ENGAGEMENT
	Execute automated outbound calling, SMS & email campaigns to provide offers on insurance policies you offer. Keep your clients aware of important updates, reminders & offers. While on call, allow leads to express interest by simply pressing a button. Auto-assign qualified leads to agents for follow-up.
	Seek customer satisfaction feedback and rating after each legal case closure.
VISIBILITY
	Track performance & SLA of each policy issuance & claim processing.
	In real-time, analyse sentiment of the conversations and calls your agents have with your customers. Know overall sentiment & satisfaction levels of your customers.
INTEGRATION
	Allow partners to push new leads, in real-time, to your Round Infinity network.
	Push data from external systems to Round Infinity to allow agents to get 360 degree view of customers from one InBox.

Transform Your Customer & Employee Experiences, In Hours.

The customer journey differs for every business. We've brought together customer engagement and no-code digital process automation in one unified software to help you transform your customer & employee experiences, exactly as required by your business.

Why Round Infinity ?

One solution. Unified from the start. Fully customizable. End-to-end automation. Built for speed and scale. Trusted by 1500+ companies.

Transform Customer Experience

Provide Superior 24/7 Self-Service Experience To Customers

StreamlineOperations

Digitize & Automate Customer Journeys, Processes & Operations

Improve Employee Experience

Improve Employee Productivity, Lower Costs & Accelerate Growth

How It Works ?

Round Infinity simplifies transformation in sales, customer service, customer engagement & internal operations in four simple steps. You can go-live in a couple of days, all by yourself.

1. Requests

Allow customers, employees & partners to digitally raise requests, appointments, approvals, orders, payments, etc. in a self-service manner.

Omnichannel Support

Mobile Responsive Custom Apps

Employee Self-Service

Online Store

2. Automation

Digitalize business processes & automate fulfilment of requests by leveraging AI-powered response bots or intelligent workflows.

Voice Bots & Contact Center

Messaging Bots & Knowledge Base

Workflows & Intelligent Routing

Field Service

3. Engagement

Proactively engage with customers, accelerate prospect engagement & close more deals using AI-powered digital sales.

Campaigns

Customizable CRM

Customer 360

4. Visibility

Uncover real-time insights from conversations & track performance using Service Level Agreements to gauge sentiment of customers.

Sentiment Analysis

Custom Reports

Customer Use Cases

NBFC, Banks & Fintech

Service Providers

Healthcare

Legal

Insurance

Real Estate

Education

Government

Wealth Management

Transform Customer
Experience

Streamline
Operations

Improve Employee
Experience