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How prospects can be handled using this mutual fund software for IFA ?

The CRM module allows advisors to manage not only their existing clients but also the entire sales pipeline including prospects handling and lead generation. Prospect handling through our mutual fund software for IFA streamlines workflows and speeds up the sales processes.

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How prospects can be handled using this mutual fund software for IFA ?

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  1. How prospects can be handled using this mutual fund software for IFA ? The CRM module allows advisors to manage not only their existing clients but also the entire sales pipeline including prospects handling and lead generation. Prospect handling through our mutual fund software for IFA streamlines workflows and speeds up the sales processes. For more information visit @- https://www.redvisiontech.com/ Address- REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

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