Financial Services CRM Products & Services Management

Manage Services & Business Associates Effectively !


Financial services CRM Products

Financial Services CRM Products or Services module helps you to maintain all products or services information in one place. Your sales team can match all customer requirements to available products/services and close more sales effectively. Agents master helps you to store all agents information including contact details, locality and commission details.

  • Product/Services Master
  • Product & Services Details
  • Agents or Business Associate details
  • Product Description & Details
  • Product Marketing Documents
  • Rates, Charges & Payment details

Financial Services CRM Product Master

Agents/Business Associate Master

Financial Services CRM Salient Features

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