Dquip Banking CRM
Dquip Banking CRM: A branch-focused banking CRM linking enquiries, follow-ups, products and sales performance. Ranked #33 of 38 in Banking CRM Software by our editors (4.9/10); pricing: Pricing on request; best for banks managing branch enquiries and sales targets.
At a glance
- Editor score4.9 / 10
- PricingPricing on request
- Best forBanks managing branch enquiries and sales targets
- Free planNo
- Facts checked28 Sep 2026
Where it wins
- Captures and assigns enquiries from multiple banking lead sources
- Tracks products, loans, activities, targets and customer histories
- Reports performance by branch, segment, service and salesperson
Where it doesn't
- Published pricing is quote-only and requires contacting sales
- Access is listed for web only
- Focused on banking enquiries and sales rather than a broad CRM scope
Our verdict on Dquip Banking CRM
Dquip Banking CRM gives banks and financial institutions a shared workspace for enquiries, customer records, products, loans and sales activity. It captures leads from web forms, walk-ins, phone calls and referrals, then lets teams assign ownership and schedule calls, meetings, tasks, SMS and email follow-ups. Calendar activity and communication history keep interactions together, while product holdings and contact records support ongoing customer management. Its stated company-size fit spans small, mid-market and enterprise organizations, particularly teams managing branch enquiries and sales targets.
According to the vendor’s pricing page, plans are offered as Get Quote rather than published prices, and there is no free plan. The page describes both cloud hosting and customer-hosted server options, so organizations can evaluate a vendor-hosted or self-hosted deployment. Email and phone are listed as support channels. Buyers should involve sales early to align hosting and configuration with their operating model and branch structure.
The standout capability is branch-level performance visibility: managers can compare enquiry volume, conversions, revenue and sales performance by segment, service, branch and salesperson, while tracking bank branches, departments and employees. This gives Dquip a broad operating view beyond a basic contact database, with banking products and loans represented alongside activities and targets. The trade-off is a focused, web-based scope centered on enquiries, customer records and sales execution. Banks seeking this workflow should shortlist it; teams needing broader platform coverage should assess alternatives before committing.
Dquip Banking CRM pricing
Dquip Banking CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| RM workspace | Not verified |
| Customer onboarding | Yes |
| Portfolio views | Yes |
| Regulatory workflows | Not verified |
| Service case management | Not verified |
| Deployment | Hybrid |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request (source) |
| Website | dquip.com |
| Facts checked | 28 Sep 2026 |
Alternatives to Dquip Banking CRM
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all Dquip Banking CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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