A core part of every CRM is to make it easy to create and manage leads for sales representatives and IBs. Our CRM will assist you with all the data needed for sales enforcement to improve the quality of lead generation.
Dashboard to visualize comparisons and trends in sales. An option to follow up the Leads.
Allows Admin to assign necessary rights and permissions to the Staff members
Track the monthly, quarterly, and annual records on analytics like deposits, withdrawals of the client
You will be instantly notified of the client activity
Ensures that you can serve your clients beyond linguistic boundaries
Plan your marketing activities more effectively and send mass emails
Expand your IB business (IBs within IBs) By offering multi-tier IB structure
Providing Inbuilt Ticketing system and Chat Widget for quick support