|Free Limits:||1 Million Records or 2 GB Storage||SMS Credits 1000|
|Charges Beyond Free Limits:||Storage: Rs 1,200 /2 GB/Year||SMS Credits: 12p/ SMS|
* Service Tax Extra
1000+ Customers in India use Cratio CRM Daily
(Reference Clients in All Cities & All Industries in India)
Financial Services CRM Software FAQ's
What is Financial Services CRM Software ?
Financial Services CRM is a Complete Sales Management Software for Loan Agencies, Insurance Agency, Mutual Fund Distributors, Stock Brokers, Equity Advisors, & Financial Planners . The software handles complete Sales process from lead capture till Payment. The software has various modules & 100+ features for managing Finance business completely. Click Features to see the complete features of the software.
Can this CRM Customized form my requirement ?
Yes. The software is customizable as per your business needs. In Fact you can customize the software yourself using software customization tool. You can customize forms, fields, reports, email/sms notifications, etc.
How useful is Financial Services CRM Mobile App ?
Mobile App is very useful for field sales executives. The sales team can access complete CRM information on the smartphone. You can also restrict the access of the mobile app for just lead screen that too allocated to specific sales person.
What is GPS Location Tracking ?
GPS location tracking is optional feature available in the Financial Services CRM. If enabled you can view the site visit locations of your sales team. The salesperson has to enable GPS in his mobile and enter site visit details such that location is captured along with site visit details and sent to CRM.
How do you do implementation & What is the duration for implementation ?
We have a well defined implementation process & will ensure your CRM success quickly. The complete process is online where you share your web browser screen with our technical team. They will setup the software remotely and train you for using the same. The duration varies from few days to few weeks based on the complexity of the project & customization requirements.
How do you provide support ?
You can call us or email us for support. When you mail our support mail id, a support ticket is created and assigned to one of our support executive. Our support executive will resolve the issue and close the ticket.If needed there could be a telephonic discussion for resolving the same.
What is the cost of this software ?
The software is offered in subscription model where you pay per user per month subscription charges for using the software. Refer pricing page for complete pricing information along with feature comparison.
What are the system requirements to use this software ?
This is a complete web & mobile software and there is no need of servers or hardware infrastructure required from client side. All you need is a web browser to access the web application and a smartphone/tablet to access the mobile application. We support android & ios platforms currently.
How secure is my data & the software ?
We follow global best practices and all standard international security compliance on our cloud services. The servers are secured using bank grade ssl, the data are encrypted at database level, the servers are protected with firewalls and data are replicated on multiple geo locations for data safety. In short we follow all international best practices to ensure that your data is safe and always available.