Moneyplant Tech
Moneyplant Tech
Democratizing Tech for Finance Professionals

Platinum CRM Implementation Package

Non-returnable

Details:

  • 6 personalized one-on-one sessions (60 minutes each)

  • Full-scale CRM setup, training, and ongoing handholding

  • Sessions booked flexibly via Mr. Paritosh Pandya’s calendar

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Rs.29,999.00 Rs.35,000.00
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CRM for MFDs - 6 Super Learning Sessions (Platinum Plan)
Product Details

Description:
For MFDs who want
end-to-end CRM success, the Platinum Package is the most comprehensive option. With 6 one-on-one sessions, CRM mentor Mr. Paritosh Pandya becomes your strategic partner—guiding setup, automation, team onboarding, reporting, upselling systems, and more. Get dedicated, actionable support with the flexibility to schedule sessions as you go. Ideal for those aiming to scale their business and build a tech-powered advisory.

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