Business Suite CRM

Finance Business Suite CRM

Business Suite CRM Overview

Finance Suite, provides business solutions to Stock Brokers, Investment Advisors, Chartered Accountant firms, Practitioners, Wealth Management advisors, LIC/GIC Practitioners and Asset Management Companies, allowing them to leverage their business with Information Technology. Simple and easy deployable Web based software provides all the features to securely manage data and functionality to access the right information at the right time. Sapphire's solutions help in reducing capital and operational costs with higher performance utilization. Manage your IT infrastructure smartly and grow leveraging our solutions and improve your total cost of ownership.

Manage, Publish, Retrieve and Present. Information at the touch of fingertip !!!

Business Suite CRM Features

  • Maintaining Healthy Relationships with clients

  • Define relationships with your contacts for efficient contact management

  • Calendars, Dashboards, Event Reminders

  • Maintain Corporate Customers track information

  • Regular Follow-up reminders to generate potential customers to loyal customers

  • Seamless integrations between Clients, Portfolio, Mutual Funds, Stocks, Funds or any other Instrument

  • Get more out of your established customers

  • Identify & Concentrate on Best & Loyal Customers for recurring business

  • Stay in touch with your Contacts on occasions by enabling Automatic Greetings feature

  • Integrate with Tally for Accounting

  • Send periodic information to your client about News Update, Global Market, Trends, Analysis, Investment Ideas

  • Link with Facebook, Linkedin and generate more business through social portals

  • Allow your clients to login to your website & read published articles, news and investment proposals

  • LIC, GIC premium reminders automatically sent across to client for due premium

  • Linking of LIC, GIC, MF, Policy documents with contact

Business Suite CRM Benefits

Business Benefits

  • Increase in Sales revenues

  • Increase in Lead conversion rates

  • Generates Intangible Repository

  • Improve Customer Satisfaction

  • Improve Customer Retention

  • Visibility Beetween Team

Implementation Benefits

  • Rapid Deployments

  • Go Live in less than a week

  • User Friendly

  • Less Customizations

  • SMS / Email Notificatons

  • Scale your implementations

Investement Benefits

  • Huge savings

  • Pay as you use

  • Zero Maintenance under SaaS

  • Complete Service Model

  • Options to perpetual licence

  • No Setup Fees

View Business Suite CRM

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Business Suite CRM

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Finance Business Suite CRM

Finance Business Suite CRM, provides business solutions to Stock Brokers, Investment Advisors, Chartered Accountant firms, Practitioners, Wealth Management advisors, LIC/GIC Practitioners and Asset Management Companies, allowing them to leverage their business with Information Technology. Simple and easy deployable Web based software provides all the features to securely manage data and functionality to access the right information at the right time.

More