Moneyplant Tech
Moneyplant Tech
Democratizing Tech for Finance Professionals

Get Live Demo of CRM for MFD

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Rs.999.00 Rs.1,500.00
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Get Live Demo of CRM for MFD
Product Details

ZOHO CRM for MFDs can be helpful in many ways:

  1. Database Management of the Clients

  2. Leads & Prospect follow up

  3. Automation of Reminders to clients, Team Members through emails and WhatsApp

  4. Periodic reporting and analytical dashboard for Self as well as Team Members

  5. Identify Up - sell & Cross sell opportunities and scale your business

  6. Build your Brand through professional communications & increase your ticket size

  7. and many more features can be explored ....

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