Moneyplant Tech
Moneyplant Tech
Democratizing Tech for Finance Professionals

⚙️ Basic Zoho CRM Setup for MFDs

Start strong with a fully set-up CRM tailored for mutual fund distributors.

Don’t waste time figuring things out — let us configure your CRM with all the essentials so you can focus on growing your business.
Preloaded with all the required customizations for Modules, Fields, layouts, personal settings and company settings and much more

Set Up CRM

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