Industries · Banking & insurance
Customer relationships, carefully controlled.
Give relationship managers and service teams a complete customer view, while deciding exactly who can see and change each field.
Sound familiar?
The problems we hear most
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Customer data is spread across product systems, so nobody sees the whole relationship.
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Service requests are tracked in email with no clear owner or deadline.
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Sensitive fields need tighter controls than a typical sales tool offers.
How Red Squirrel helps
What changes with Red Squirrel
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Field-level privileges
Set every field to hidden, read-only or editable per profile, and every module’s rights per role.
See Platform, automation & admin -
Service requests with an owner
Tickets with priority, status and assignment, raised by email, phone or portal.
See Help desk & service -
A household and company view
Link individuals to organisations and see products, cases and activity together.
See Sales & pipeline -
Connect your core systems
A REST API and scheduled workflows to sync with policy, core-banking or data-warehouse systems.
See Platform, automation & admin
Screenshot
What’s included
Relationship management and service requests with tight, auditable access control.
- Roles, profiles & field privileges
- Login history & change history
- Service-request tickets
- Customer portal
- Campaigns for cross-sell
- REST API
More industry solutions
All solutions- Automotive dealers Showroom leads, after-sales tickets and dealer networks in one system. Explore
- Contact centres Softphone, ticketing and live channel dashboards for agents and supervisors. Explore
- Utilities & public sector High-volume service requests and back-office integration for large customer bases. Explore
Your pipeline won't wait. Neither should you.
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