Do-It-Yourself CRM Mastery Course for MFDs
Details:
Complete pre-recorded video course in Hindi + Discovery Course
Step-by-step guide to set up your own CRM from scratch
Designed specifically for mutual fund distributors (MFDs)
Lifetime access – learn at your own pace
Includes practical examples, templates, and ready-to-use workflows
Description:
Want to build your own CRM without hiring an expert?
The Do-It-Yourself CRM Mastery Course for MFDs is the perfect starting point. Curated by industry expert Mr. Paritosh Pandya, this Hindi-language video course walks you through everything you need to automate your MFD business using Zoho CRM.
Whether you're a beginner or looking to scale operations, you'll learn:
CRM basics and key modules for MFDs
Lead capture, follow-up automation, and SIP tracking
Custom dashboards and client communication setup
Integrating WhatsApp, email, and workflows
With lifetime access, this course empowers you to implement CRM at your own speed, saving you time and money. Join hundreds of MFDs already building smarter businesses!