CRM tools
The CRM (Customer Relationship Management) is a set of tools that help you give quick and timely service to your clients You can access these feature by...
Mon, 13 Jan, 2020 at 4:40 PM
Using the email tab, you can send a fully templated email to the client with just a click of a button on the dashboard. On the client panel click on Send E...
Tue, 26 Jul, 2022 at 1:06 PM
Notes allow you to keep track of different information about the client that you obtain during interactions with them. On the client panel, click on the + ...
Tue, 26 Jul, 2022 at 1:21 PM
You can schedule reminders of things you want to do for your clients after interacting with them. Like reminding them to invest in ELSS for the current fina...
Tue, 26 Jul, 2022 at 2:03 PM
This system will ensure that it triggers an event for you when certain criteria are met for selected funds. Like you want to book profits if it is out of ex...
Wed, 27 Jul, 2022 at 12:11 PM