CRM (Customer relationship management)

CRM (Customer relationship management)

CRM technology is crucial for the success of brokerage and online trading. Creating a comprehensive CRM system is complicated, but it’s becoming an essential investment. Customization and integration of CRM can meet the specific business needs. Our CRM is fully integrated and customized to cover all business needs.

Our CRM Solution includes:
Campaign Management
Lead Management
Account Management
Product Management
Contact Management
Opportunity Management
Sales Forecasting and Reports
Document Management
Support and Service