Advisory CRM

We have bring an advance user friendly advisory CRM for advisory company, that helps you to manage your advisory business smartly. We implemented latest software development technologies and frameworks like JAVA, Hibernate, Spring, MVC, Angular JS, Node JS  and many more to help you to stay competing in this digitized world. Our Development Would Be extremely Customization As Per Client’s Requirement.

We are very serious for your data privacy and software security.

 

advisory crm provider

 

Our Advisory CRM Software Features :

  • Auto SMS while free trial activation.
  • Frequently live call alert while employee doing there work on CRM.
  • You can upload large data immediately through admin panel that is provided in our Advisory CRM Software.
  • You can manage your paid clients although there subscription plan and bill detail.
  • Our CRM follows all rules given by SEBI ( Securities and Exchange Board of India ).
  • You can create different employee panel also with different role and requirements.
  • You can create predefined sms and email templates for bank detail and also website link.
  • Our CRM is platform independent, means you can use it on any OS like Ubuntu, Cent OS, windows.
  • There is around twenty types of reports and analytics so that you can track each employees working and data quality.
  • Fast loading large data using latest technologies with minimal design.
  • Our Software work in offline and online mode also.
  • Great User Friendly Graphical User Interface, on which you can work for long time and can easily understand.
  • We know the importance of your data. Get automated data backup on your server.
  • Get 100% data security with our Advisory CRM Software moreover static IP.
  • You can print client bill with GST on predefined generated template. You can download it in PDF Format and can send on client Email.
  • SMS and E-Mail Integration with your required forms with which you will notify yourself and your customers.