Customizable Financial Services CRM
Customize the CRM to Suit Your Business Processes
Customizable Financial Services CRM Module helps administrators to customize the software as per business requirements. Forms, Fields, Views, Emails, SMS, Product Logo, Templates, Reports, Dashboards are all customizable to suit client requirements.
- Customize Forms, Fields, Reports
- Customize Email, SMS Templates
- Email/Web to Form Integration
- Integrated with Leading Systems