Introduction:

In the dynamic world of stock broking, managing customer data scattered across various platforms can be a challenge. Our CRM platform offers a comprehensive and fully functional solution, empowering your team with valuable insights to engage with customers meaningfully and prospectively.

Our CRM is designed specifically for brokers, addressing their unique requirements. It supports multiple hierarchies and can be customized to align with individual broker needs.

Upsell and Cross-Sell Opportunities

360-degree client information at your fingertips

Improved response time to customer queries and tickets

Consolidation of disconnected data sources

Enhanced performance tracking of multiple product sales by Relationship Managers

Efficient client profiling and information accessibility

Centralized view of customer data across various touchpoints

CRM - Modules

Lead Management System

Integrate campaigns with separate UTM codes
Allocate leads to Relationship Managers/Agents
Track meetings and updates
Manage the prospect journey from lead to eKYC and account creation
Schedule appointments and calendar tracking

Customer Support

Automatically create tickets from email IDs
Assign tickets to agents for swift resolution
360-degree view of ticket status for comprehensive customer support
Escalation reports for efficient issue resolution
Client-related reports for actionable insights

Customer Insights

Activate dormant clients
Identify clients with ledger balance
Track client activity and identify inactivity trends
Analyze clients' profit and loss history
Segment and target never-traded clients

Appointments, Tasks, Activities, and Meetings

Generate client meeting reports
Personalize client communication on special occasions
Follow up with debtor clients
Accomplish rule-based tasks efficiently

Reports/ MIS

360-degree view of customer information
Comprehensive roll-up reports with drill-down capabilities
Track targets versus achievements

Customer 360
Experience a fresh, all-encompassing view of customer information Access a 360-degree overview of interactions, inquiries, and product purchases/sales Efficiently manage customer support tickets Enhance sales, operations, support, and customer experience Enable effective upselling and cross-selling opportunities

Discover the power of Customer 360 to revolutionize your sales, operations, support, and customer experience. Consolidate customer data, gain actionable insights, and maximize your brokerage business. Contact us today for a personalized CRM solution tailored to your needs.

Our Address

3rd Floor, Dwaraka Trinity,3rd Floor Plot No-200, Block B, Survey Nos.43/P, 44/P,45, 46 and 48 Part, Kavuri Hills, Guttalabegumpet, Hyderabad – 500033

CRM

Introduction:​