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Financial Services CRM

Providing you the best range of financial services crm with effective & timely delivery.
  • Financial Services CRM
  • Financial Services CRM
  • Financial Services CRM
  • Financial Services CRM
  • Financial Services CRM
  • Financial Services CRM
  • Financial Services CRM
  • Financial Services CRM
Financial Services CRM

Financial Services CRM

Rs 2,800  / MonthGet Best Price

Minimum Order Quantity: 3 Month

Product Brochure

Application TypeIndustrial
No Of Persons To Be ManagedUnlimited
CustomizationCustomised
Languagepython
TrainingLive Online
Contact ManagementYes
Deals and TasksYes
Lead ModuleYes
Operating Systemcan working in any Operating System
Let's See the Benefits of Teknovate CRM 

  • Auto-Create Leads from all sources.
  • Auto Assign Leads to the concerned Salesperson.
  • Scheduling of activities & Real-time Activity Reminder Pop-up.
  • Auto send Whatsapp, Email & SMS to the customer, on complete Lead journey from Create to Convert by Marketing Automation.
  • Tele-caller Management
  • Real Time Tracking of each sales person by GPS.
  • Monitor & Track Lead Status & User Activities
  • One-Click Call, Email & WhatsApp
  • Auto send Email & SMS to the customer, on complete Lead journey from create to Won by Marketing Automation.
  • Customized Live Reports
  • And Much Much More...

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