Mumbai: +91-(022)-41129999, 25909919, 25914669, 25919252

Pune: +91(020)-24218841, 24218842, 24230000

Sales CRM

Sales Force Automation solution specifically designed for financial distributors


  • 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.


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