Powerful CRM for Financial Services Industry

Get everything you need for your financial services business

12 Key Modules of Financial Services CRM

Total 25 Modules | 110+ Features | Extensive Reports

Sales Target

Set, Track & Monitor Sales Targets.
See the sales target achieved, pending and days left for completion.

Lead

Follow up, Manage & Convert Leads
Track, follow-up and optimize sales conversions

Quotation

Create, Send & Follow up Quotations.
Know your sales forecasts.

Client

Centrally Store & Access Client Information

Calls

Make and Schedule follow-up calls with leads, clients, vendors, etc.
Update details of calls done with leads, clients and vendors.
Set sms & email reminders for follow-up calls.

Mass Emails

Send and Schedule follow-up emails to leads, clients, vendors, etc.
Send and Schedule mass emails to clients, leads, vendors & contacts.

SMS

Send and Schedule follow-up SMS to leads, clients, vendors, etc.

Meetings

Schedule meetings with leads, clients, vendors, etc.
Update details of meetings done with leads, clients and vendors.
Set sms & email reminders for meetings.

Follow up

Streamline follow­ups, set reminders, track & increase efficiency.
Send & schedule sms and emails.
Set reminders for calls & meetings.

Products / Services

Store details of your products & services here.

Users

Manage Users And Their Access Rights
Give specific module rights and manage hierarchy of users.

Contacts

Store, modify and delete multiple contact details of clients, leads,vendors, etc.
Prevent duplication of telephone, mobile numbers and email ids.
You can categorize and tag contacts.

Take a Test Drive of
Financial Services CRM

Know more about
Financial Services CRM

Contact our Solution Specialist
+91 8888003930 / 022 49718038
Mon to Fri - 9 am to 6 pm

More information on Financial Services CRM

All your CRM needs under one roof

CRM Hosting

Cloud
We host

Server
You host

Recommended for

Medium & Small Business

Large & Medium Business

Plans start

10 users onwards

20 users onwards

Payment Options

One time & Maintenance

One time & Maintenance

Security

Hosted on Secure Servers

Security & management in your hands

More on CRM

Customizations

  • We are a one stop shop for Customizations

Unparallaled Security & Stability

  • It keeps your data safe
  • It backs up automatically
  • Securely encrypted critical data
  • Highly secure cloud servers

Works seamlessly across
Desktops, Tablets & Smartphones

Few Screenshots of Financial Services CRM

Take a Test Drive of the CRM to see all screens

Resources for Financial Services CRM Software

Buyers guide for financial service industry crm software - 2018
Checklist for financial service industry crm software - 2018
Top features of financial service industry crm software - 2018
 
Booklet on financial service crm for sales target management - 2018
Booklet on financial service crm for lead management - 2018
5 key crm reports for financial business - 2018
 
The 7 'I's for crm failure in financial services - 2018
Feature list of Financial Services CRM - 2018
100 plus features of Financial Services CRM - 2018
 
Financial Services CRM: Business wise application - 2018
Benefits of Financial Services CRM - 2018
7 Key Advantages of Financial Services CRM - 2018
 
Report on Financial Services CRM for 2017 - 2018
Pros & Cons of Financial Services CRM - 2018
How to Evaluate a Financial Services CRM - 2018
 
Forecast of Financial Services CRM till 2020 - 2018

For any information on CRM

Contact our Solution Specialist

+91 8888003930 / 022 49718038
022 49718039
connectus@konjoinglobal.com
Mon to Fri - 9 am to 6 pm
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