Grow your money within CRM
Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions.
Capitalize on your deals with access to the sales, expense, inventory, and subscription details of every customer in Zoho CRM
Unified 360-degree client information
Get complete access to your clients’ financial & policy documents, insurance records, and much more.
Create a set of personalized email templates for each of your client categories and make your interactions more personal.
Increase your Assets Under Management (AUM) with better account management.
Zoho CRM lets you view all your transactions and interactions with an institution, as well as key contact information to give you a complete picture of the businesses that you deal with.
Use Zoho CRM’s built-in, in-depth analytical engine to stay on top of the figures that matter.
Create customized dashboards, track your key performance indicators, get smart insights from your CRM data, and steer your business in the right direction.
Be your clients’ perfect relationship manager and financial advisor by offering support whenever they need it.
You can make use of the built-in Cases module to view feedback and resolve clients’ complaints quickly.
Are you ready to grow your money within CRM ?