Ideal for self-driven MFDs who want to build strong systems at an affordable investment.
Basic CRM Implementation Plan
Non-returnable
Choose Quantity
Rs.15,000.00 Rs.40,000.00
Product Details
The Basic Plan gives you access to complete D.I.Y. Setup through a structured recorded course designed exclusively for Mutual Fund Distributors.
This plan is perfect for MFDs who want clarity, structure, and a proven system — and are ready to implement it independently.
You will get - Access to complete D.I.Y. setup recorded course + 1 session free
Details :
This plan is perfect for MFDs who want clarity, structure, and a proven system — and are ready to implement it independently.
You will get - Access to complete D.I.Y. setup recorded course + 1 session free
Details :
- Full access to the complete recorded implementation program
- Step-by-step CRM structure building guidance
- Lead to client journey framework
- SIP tracking & client review system setup guidance
- Workflow and automation explanation
- 1 one-on-one session (45 minutes)