TREXO INHOUSE

Trexo Fintech Private Limited

About this app

The Trexo Staff App empowers agents to serve customers better and faster, from
onboarding to conversion. This app brings together every essential workflow you need to
support clients and help them grow their business.

Key Features
Seamless Client Onboarding
● 5-step account opening flow with structured stages: Account Type, Lead Details,
Product Interest, Qualification, and Review
● Support for Savings and Current account creation
● Capture nominee info, client notes, and product preferences during onboarding
● Instantly complete KYC and issue Instakits
Account & Customer Management
● View opened accounts and drafts with full customer details: contact info, product
types, and branch data
● Quickly filter by account type, product, or status
● Perform follow-ups and manage pending verifications
Lead Management System
● Centralized lead dashboard with filters and lead status indicators (High, Medium,
Low)
● Detailed lead view includes client details, lead source, and status history
● Easily convert a lead into an account with pre-filled data
Dashboard
● Track accounts created, products sold, and leads converted in real time
● Get breakdowns and conversion insights

What’s new

What’s New in v32 (0.0.32)
- Improved and smoother user interface.