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CRM Software- To Simplify Your Financial Complexities

The financial sector is hoarded with numerous services, and the operation under the financial services head is one of the most valuable services in the market. The success of financial service firms is directly influenced by their customer relationships. It is very important to streamline complex financial operations to address unique market needs.

Consider an owner of a financial firm that manages financial services such as ISO certification, company services, NGO/Loan consultancy, business registration, income tax services, partnership firm & LLP, Accounting, TDS, Professional Tax, VAT/CST, Service Tax, IPR Services, ADDON Services, and Auditing Services for your customers. The firm needs to manage seamless interaction with innumerable customers through multiple channels over time. Most reputed financial channels avail their services at multiple locations. Managing such a huge database flawlessly with manual operations is practically impossible. Another trouble faced by financial firms is the integration and synchronization of multiple services by acquiring multiple users through multiplication. Without adaptive technologies, the operations become cumbersome and time-consuming.

CRM Software

Herosoft designed CRM software to address these financial sector challenges smartly and grow your business quickly. Our customer relationship management (CRM) software is fast, intuitive, and secure; it was developed with an approach to unifying all business operations and managing a company's interaction with current and potential customers. The CRM software automates all the complex business procedures operated within the multilevel structure at multiple locations. maintain all the records and store all client documents in a handy way.

Module Key Features

  1. Streamlined Operations Location Wise:-

    The software covers information from all the boards if the firm has multi-location branches and allows the admin to access it anytime from anywhere.

  2. Maintains records of all client documents:-

    Connect with your customers more swiftly and efficiently with the CRM system. The automated system already feeds the necessary document list required for the services. So it will generate a list of essential documents for the service undertaken by the customer automatically.

Key Modules

  • Branch Master
  • Role Master
  • User Masater
  • Service Master
  • User Role Transactions
  • Enquiry Transactions (only for first time)
  • Client Master
  • Reminder Sending Transaction