Financial Services CRM Products & Services Management
Manage Services & Business Associates Effectively !
Financial Services CRM Products or Services module helps you to maintain all products or services information in one place. Your sales team can match all customer requirements to available products/services and close more sales effectively. Agents master helps you to store all agents information including contact details, locality and commission details.
- Product/Services Master
- Product & Services Details
- Agents or Business Associate details
- Product Description & Details
- Product Marketing Documents
- Rates, Charges & Payment details