OwnlyConnect by RBS — CRM, Sales Pipeline & Payments

Your front door for customer engagement, guided sales, and payment activation. OwnlyConnect manages every step from first contact through active installment agreement.

Key Features

• Six-Stage Guided Sales Pipeline — lead, prospect, qualified, proposal, negotiation, close
• Customer Account Management — full history, payment records, and communication log
• AI-Driven Pipeline Management — predictive lead scoring and priority surfacing
• Intelligent Marketing Automation — automated follow-up sequences and outreach
• Customer Journey Mapping — visual timeline of every customer interaction
• Customer Portal Access — self-service payment and account management for customers
• Revenue Forecasting — AI-powered projections based on pipeline and payment history

Benefits

• Increase conversion rates through guided, structured sales process
• Reduce sales cycle length with automated nurturing and follow-up
• Personalized customer experiences at scale
• Seamless handoff from sale to installment billing via OwnlyPulse

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