RSoft CRM Specially Designed for
Stock Broking Companies
Stock Broking Companies
financial services gives a 360-degree view of all operations. Our ERP solutions support a good range of types of industries including the financial services sector. Our business software solutions have been successfully assisting number of financial and banking related industries since decades.
Financial management software such as CRM (Customer Relationship Management) solution is useful for planning resources and operations. In order to plan your activities seamlessly with spot-on forecasts, go with CRM. RSoft with its endless benefits is one of the top picks for financial services in India.
Never Miss A Lead Again!
Seperate Lead capture for Specific campaign such as,Campaign, Missed call Leads,Trading Leads, Mutual Funds Leads and Cross Selling allows to Manage and Track the leads easily.
Lead Assignment and Notification
Irrespective of Agent absence Lead can be assigned automatically based on the rule you configured. Unprocessed Lead will be notified and escalated to Higher Authority.
Classify Hot, Warm and Cold Leads. Stock Brokers CRM helps to Track the whole Lead Process and Make it to the Opportunity.
Features of RSoft's Stock Brokers CRM
RSoft CRM automatically enriches your data and keeps records up-to-date by syncing with a database of business.
CRM+ helps to identify the qualified Leads and make the brief record of communication between the customer and Business .
Telecommunication with leads are directly integrated from the application portal with Call recorder option available
Role Based Access
Restricting read-only or read / write access for records based on Hierarchy level.
To Remind Scheduled followups for appointments, Approvals and preplanned activities to make stronger Relationship with customer
EKYC & KYC Approvals
Trading account opening with EKYC and KYC document submission, approvals & PAYIN processes and Tracking done with CRM
Track all the User based login activities and Branch wise login activities with Stock Brokers CRM
Stock Brokers CRM Analyse and Findout the Best Return on investment(ROI) campaign .Target the ideal one to invest and kill the unwanted campaign.
Report & Analytics
Analyse your leads, quotes,tasks, Product, Branch wise analytics and complete process with single Stock Brokers CRM dashboard
What Our Customers Saying
The team has been very good when it comes to timely delivery and understanding of the requirement.
We are using their system for all of our dept. Support guys are always available & prompt in delivering the requested job. I recommend this for all builders.
Software does its job, it gives transparency to our entire organisation