Teknovative Solution
Rajkot, Gujarat
GST No. 24AANFT2911Q1ZP
Call 08046048895 46% Response Rate
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Financial Services CRM
Providing you the best range of financial services crm with effective & timely delivery.
Financial Services CRM
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Rs 60,000 / unitPrice on Request
Minimum Order Quantity: 3 unit
Product Brochure
| Application Type | Industrial |
| No Of Persons To Be Managed | Unlimited |
| Customization | Customised |
| Language | python |
| Training | Live Online |
| Contact Management | Yes |
| Deals and Tasks | Yes |
| Lead Module | Yes |
| Operating System | can working in any Operating System |
- 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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