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What are features of CRM in this Mutual Fund Software for Distributors ?

Our CRM module is highly customized module for client management. Some of the various features of CRM section is that you can easily maintain your client master, employee,branch master and advisor master. You can assign to-dos for a client with notifications that can remind you when a task is due. Using this Mutual Fund software for distributors you can also wish your clients on their birthday and anniversary from Bouquet manager section.

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What are features of CRM in this Mutual Fund Software for Distributors ?

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  1. What are features of CRM in this Mutual Fund Software for Distributors ? Our CRM module is highly customized module for client management. Some of the various features of CRM section is that you can easily maintain your client master, employee, branch master and advisor master. You can assign to-dos for a client with notifications that can remind you when a task is due. Using this Mutual Fund software for distributors you can also wish your clients on their birthday and anniversary from Bouquet manager section . For more information visit @- https://my-eoffice.com/mutual-fund-software.html 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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