The best CRM for fintech and digital banks
Fintech grows fast and struggles with onboarding, support volume and retention. Sellio organizes the B2B and B2C pipeline, automates document collection, holds support at scale and predicts churn with AI, all with security and privacy at the center.
What jams the day-to-day and lets business slip away.
- Bureaucratic onboarding and KYC stall client activation.
- Sensitive data demands airtight security and privacy.
- Support is heavy and the queue only grows.
- Retention is fragile and churn shows up without warning.
Every pain in your industry has a real product feature behind it, with no empty promise.
✓No-code (objects, fields and automations)
You design the onboarding flow with stages and document collection for KYC in automations, so the client moves forward alone and the team only handles exceptions.
✓Marketing and omnichannel flows (WhatsApp, email, SMS)
Automated cadences guide the new client through the missing steps by WhatsApp and email, up to an active account using the product.
✓Security and privacy (GDPR, LGPD, CCPA)
Role-based access control, audit trail and per-organization isolation protect client data and support compliance with GDPR, LGPD and CCPA.
✓Support and tickets
Every ticket enters a queue with deadlines and history, and AI suggests replies, so the team serves more people without leaving anyone unanswered.
✓AI churn prediction
AI flags the clients most likely to leave, so the team acts before the cancellation with a conversation or a retention offer.
✓Subscriptions and customer invoices
Plans, subscriptions and invoices stay linked to each account, and the client tracks charges and status in a dedicated portal.
Scale without losing control
Automated onboarding, queued support and churn prediction keep the team ahead of the volume. Security and privacy are not an add-on: access control, auditing and per-organization isolation come built in.
Grow the team without the license exploding
Sales, support and customer success all in the same system: free, paying only for infrastructure usage above US$20 a month, never per seat.
Free for what serves everyone: you pay only for infrastructure usage above US$20 a month, never per seat.
All included: CRM, marketing, support, projects, AI and no-code in one system, with no stacked subscriptions.
Real no-code: build objects, fields, automations and screens your way, without depending on IT.
Trilingual (Portuguese, English and Spanish) and ready to operate in any country.
Real estate
From the first contact to the signed contract, without losing a single lead.
Construction
From the estimate to the delivered project, with costs and commissions under control.
Architecture and engineering
From the fee proposal to the final deliverable, with every phase and every hour under control.