X-sell, Upsell and Refinancing

X-sell, Upsell and Refinancing

Not every sale ends with a single transaction. The key to increasing revenue and customer value (CLV) is an effective cross-sell, upsell and refinance strategy.

Our no-code/low-code platform enables you to automate sales processes, precisely target customers and dynamically recommend offers - all without coding.

Increase sales - intelligently and effortlessly.

With our technology you can:

• Detect cross-sell and upsell opportunities - real-time analysis of customer purchases, activity and needs.
• Personalize offers and recommendations - dynamic product and service suggestions tailored to customers.
• Automate refinancing - quick and accurate assessments of creditworthiness and financing terms.

How it works

• Analyze customer data - CRM, transactions, purchase history, online behavior, credit scoring.
• Define AI rules and models - segment customers and predict purchase propensity.
• Generate dynamic recommendations - upsell and cross-sell offers tailored to individual needs.
• Automate sales and refinancing - smart workflows and integrations with payment systems.
• Monitor and optimize - analyze campaign performance, adjust rules and strategies in real time.

Applications for B2C and B2B

• E-commerce and retail - smart product recommendations, bundles and loyalty programs.
• Banks and fintechs - upsell of loan products, loan refinancing and dynamic limits.
• Telecommunications and SaaS - premium offers, higher packages and personalized add-ons.
• Leasing and factoring - refinance and renegotiate contracts based on risk analysis.

Technology that increases revenue

• No-code/low-code - full control over upsell/cross-sell strategy without programming.
• AI and machine learning - analyzing customer data and predicting customer needs.
• API integrations - connect to CRM, payment, scoring and marketing automation systems.
• Automation and personalization - precise offers tailored to the customer in real time.

Increase customer value at every stage of the customer journey.With intelligent cross-sell, upsell and refinance strategies, you can sell more - effectively and automatically.