Customer 360
Non-returnable
Choose Quantity
Rs.75,000.00
Product Details
Customer 360 is a ready-to-use CRM setup specially designed for Mutual Fund Distributors (MFDs). It gives you a complete 360° view of your clients—so you can manage investments, track follow-ups, and grow your AUM without depending on memory or scattered data.
Now avail our Fully Functional, 100% Customizable CRM powered by ZOHO
Now avail our Fully Functional, 100% Customizable CRM powered by ZOHO
This is what you get:
1. Fully Functional Clients Module
2. Client Document Management
3. Portfolio Review Module
4. Insurance Module (Motor, Health, Term & SME) along with custom views for upcoming renewals
5. Claims tracking module
6. Referral Tracking module
7. Insurance Commission tracking module
8. Sub Broker Management
9. Team Management
10. Task Management
11. Track Lumpsum Investments and Redemptions
12. Track SIPs, STPs, SWP effortlessly
13. Track Maturity and Bounces in a click and much more