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    CRM For Finance

    ₹ 22,500.00
    SKU: softcff
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    With the advent of financial advising and other financial services, Salesfundaa CRM for finance has gained utmost importance.  Advisors today need to have prompt access to all information about their clients and communication history in order to provide most comprehensive, actionable advice possible.  CRM systems specifically geared toward financial services are so crucial for today's financial advisors as it enhances personal relationships between advisors and clients thus helps business growth and increase in client base.

    Every finance business is unique – but they all have one thing in common. Everyone wants to build great customer relationships while growing the business.  CRM enables financial services firms to work cohesively across the front -office , middle-office, and back-office to develop deeper client relationships, maximise client value and deliver world- class customer service.

    We at Salesfundaa CRM software for financial service understand that these fims are not directly involved with  exchange of payment-for-product or payment -for-services. And that clients entrust their financial resources into the care of another for eg  a particular bank, investment firm, or insurance agency to be the steward of their assets. This defines the priorities of financial advisors and work process is different to traditional customer advisors.

    It is designed to address the following unique challenges of the financial sector.

    • Minimizing customer attrition and maximizing revenue

    • Managing compliance with stringent industry regulations and legal restrictions

    • Bringing disparate tools and visibility of customer portfolios into a centralized system

    Financial services technology should support excellent customer service, innovative sales strategies, and accurate market segmentation.

    Financial CRM systems have direct applications for banking, insurance, lending, and investment firms. It can be used in contact centers, by branch representatives, advisors, consultants, and even mobile agents.

    Its top-to-bottom utility means that  Salesfundaa CRM software can be adopted by  firms as a company-wide solution instead of just a specialized tool for upper management.   And it is extremely flexible to customization, can access permissions and its data workflows also makes Salesfundaa CRM for financial services distinctly valuable to users in different levels of business hierarchy.
     

    Key Features of SalesFundaa CRM Software

     

    ORGANIZATION MANAGEMENT

    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Communication History
    • Reminder & Appoinment
    • Bulk Assign
    • Multiple Branches

    CONTACT MANAGEMENT

    • Contact
    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Auto Birthday & Anniversary wishes
    • Reminder & Appoinment

    ENQUIRY MANAGEMENT

    • Enquiry
    • Communication history
    • Track stages of enquiry & lost reasons
    • Reminder & Appoinment
    • Aging Report

    QUOTATION MANAGEMENT

    • Seamlessly generates price quote
    • Link quotes to organizations & contacts
    • Convert quotation to invoice
    • Download or send in PDF format
    • Track stage & customized design
    • Aging Report

    PROFORMA INVOICE

    • Proforma Invoice
    • Convert to Tax Invoice, Sales Order & Chalan
    • Status

    TAX INVOICE MANAGEMENT

    • GST inbuilt
    • Generate Invoice
    • Get Overdue Alerts
    • Download or send in PDF format
    • Track stage & customize design

    SALES ORDER MANAGEMENT

    • Convert invoice to sales order
    • Download or send in PDF format
    • Track stage & customize design

    DELIVERY CHALLAN

    • Generate Delivery Challan
    • Challan Status
    • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

    WORK ORDER MANAGEMENT

    • Create New Work Order
    • View Work Order List
    • Edit/Delete Work Order
    • Work Order Status

    PURCHASE MANAGEMENT

    • Indent
    • Vendor Classification
    • Vendor History
    • Purchase Order
    • Purchase Bill

    ASSETS MANAGEMENT

    • Asset List
    • Asset in Warranty with Service Record
    • Asset in Maintenance with Service Record
    • Asset Insurance Record
    • Asset History
    • Valuation

    MAINTENANCE

    • Product Installation
    • Preventive Maintenace
    • AMC
    • Service Alert
    • Active and expired Product List

    CONTRACT MANAGEMENT

    • Add, edit & delete contracts
    • Get upcoming services & expiry alerts
    • Auto notify customers for renewal
    • Active and expired contracts
    • Service Alerts

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    CUSTOMER PORTAL

    • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services

     

     

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    With the advent of financial advising and other financial services, Salesfundaa CRM for finance has gained utmost importance.  Advisors today need to have prompt access to all information about their clients and communication history in order to provide most comprehensive, actionable advice possible.  CRM systems specifically geared toward financial services are so crucial for today's financial advisors as it enhances personal relationships between advisors and clients thus helps business growth and increase in client base.

    Every finance business is unique – but they all have one thing in common. Everyone wants to build great customer relationships while growing the business.  CRM enables financial services firms to work cohesively across the front -office , middle-office, and back-office to develop deeper client relationships, maximise client value and deliver world- class customer service.

    We at Salesfundaa CRM software for financial service understand that these fims are not directly involved with  exchange of payment-for-product or payment -for-services. And that clients entrust their financial resources into the care of another for eg  a particular bank, investment firm, or insurance agency to be the steward of their assets. This defines the priorities of financial advisors and work process is different to traditional customer advisors.

    It is designed to address the following unique challenges of the financial sector.

    • Minimizing customer attrition and maximizing revenue

    • Managing compliance with stringent industry regulations and legal restrictions

    • Bringing disparate tools and visibility of customer portfolios into a centralized system

    Financial services technology should support excellent customer service, innovative sales strategies, and accurate market segmentation.

    Financial CRM systems have direct applications for banking, insurance, lending, and investment firms. It can be used in contact centers, by branch representatives, advisors, consultants, and even mobile agents.

    Its top-to-bottom utility means that  Salesfundaa CRM software can be adopted by  firms as a company-wide solution instead of just a specialized tool for upper management.   And it is extremely flexible to customization, can access permissions and its data workflows also makes Salesfundaa CRM for financial services distinctly valuable to users in different levels of business hierarchy.
     

    Key Features of SalesFundaa CRM Software

     

    ORGANIZATION MANAGEMENT

    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Communication History
    • Reminder & Appoinment
    • Bulk Assign
    • Multiple Branches

    CONTACT MANAGEMENT

    • Contact
    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Auto Birthday & Anniversary wishes
    • Reminder & Appoinment

    ENQUIRY MANAGEMENT

    • Enquiry
    • Communication history
    • Track stages of enquiry & lost reasons
    • Reminder & Appoinment
    • Aging Report

    QUOTATION MANAGEMENT

    • Seamlessly generates price quote
    • Link quotes to organizations & contacts
    • Convert quotation to invoice
    • Download or send in PDF format
    • Track stage & customized design
    • Aging Report

    PROFORMA INVOICE

    • Proforma Invoice
    • Convert to Tax Invoice, Sales Order & Chalan
    • Status

    TAX INVOICE MANAGEMENT

    • GST inbuilt
    • Generate Invoice
    • Get Overdue Alerts
    • Download or send in PDF format
    • Track stage & customize design

    SALES ORDER MANAGEMENT

    • Convert invoice to sales order
    • Download or send in PDF format
    • Track stage & customize design

    DELIVERY CHALLAN

    • Generate Delivery Challan
    • Challan Status
    • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

    WORK ORDER MANAGEMENT

    • Create New Work Order
    • View Work Order List
    • Edit/Delete Work Order
    • Work Order Status

    PURCHASE MANAGEMENT

    • Indent
    • Vendor Classification
    • Vendor History
    • Purchase Order
    • Purchase Bill

    ASSETS MANAGEMENT

    • Asset List
    • Asset in Warranty with Service Record
    • Asset in Maintenance with Service Record
    • Asset Insurance Record
    • Asset History
    • Valuation

    MAINTENANCE

    • Product Installation
    • Preventive Maintenace
    • AMC
    • Service Alert
    • Active and expired Product List

    CONTRACT MANAGEMENT

    • Add, edit & delete contracts
    • Get upcoming services & expiry alerts
    • Auto notify customers for renewal
    • Active and expired contracts
    • Service Alerts

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    CUSTOMER PORTAL

    • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services