Mumbai: +91-(022) 41129999

Pune: +91-(020) 24218841

Sales CRM

Sales force automation solution specifically designed for financial distributors

About

  • Prospect management – Create new prospect along with contact details.
  • Activity scheduling.
  • Activity status updation along with feedback & points discussed with customer.
  • Follow-up sequence for the activities: system to auto creates the follow-up activity on specified date and time.
  • Reminders – popup reminders for due activities.
  • User management – Robust feature for menu level access based on roles.

Collaterals:

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