Moneyplant Tech
Moneyplant Tech
Democratizing Tech for Finance Professionals

Bronze CRM Implementation Package

Non-returnable

Details:

  • 1 personalized one-on-one session (60 minutes) with Mr. Paritosh Pandya

  • Ideal for MFDs just starting out with CRM

  • Session scheduled via Mr. Paritosh Pandya’s calendar link as per your convenience

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Rs.14,999.00 Rs.20,000.00
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CRM for MFDs - Bronze Plan - 1 Session
Product Details

Description:
Perfect for mutual fund distributors (MFDs) looking to take the first step towards automation and organization, the Bronze CRM Implementation Package offers a one-time, high-impact session with CRM expert
Mr. Paritosh Pandya, who has successfully mentored over 200+ MFDs. You’ll gain clarity on CRM setup, lead tracking, and client onboarding essentials. Book your personalized slot at your convenience via the exclusive calendar link.

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