JBL CRM

Janata Bank PLC

About this app

JB CRM is the field companion for Janata Bank's sales and merchant-acquisition teams. Capture leads, onboard merchants, deploy QR codes and track your targets — all from your phone, wherever your work takes you.
MANAGE LEADS FROM FIRST CONTACT
Create new leads on the spot and see your latest ones first, each with date, time and current status. Open any lead to review its full picture — shop, settlement, merchant, nominee and document details in one place. Filter by status: Interested, Not Interested, In Review, Reverted and more.
ONBOARD MERCHANTS IN THE FIELD
Check a merchant by bank account before you begin — existing details load automatically, or start a fresh onboarding when there's no record yet. Search your merchants by status, including Approved and QR Deployed, and open any merchant for full details.
DEPLOY AND TRACK QR CODES
Download a merchant's QR, preview it, and confirm deployment by capturing or uploading a photo of the QR in place at the shop.
HIT YOUR TARGETS
See your daily and monthly targets and watch your achievement update dynamically as you progress, right on your dashboard.
STAY IN THE LOOP
A personalised greeting welcomes you by name based on the time of day, and notifications keep you current on lead activity across both the app and web platform.
SECURE, ROLE-BASED ACCESS
Sign in with credentials issued from the JB web panel. Update your password to secure standards, manage your profile, and review the bank's privacy policy any time.
Access requires valid staff credentials issued by Janata Bank. This app is for authorised field and sales personnel only.

What’s new

Initial Release