Increase Revenue, More Lead conversion rate by 300% Marketing and Sales Automation to reach your Business Goals
Grows Your Business Relationship
A streamlined record of business communications.
Instantaneous Access from anywhere & anytime.
362° view of customer data at one place.
TreeOne Stock Brokers CRM+ automatically enriches your data and keeps records up-to-date by syncing with a database of business.
CRM+ helps to identify the qualified Leads and make the brief record of communication between the customer and Business .
Telecommunication with leads are directly integrated from the application portal with Call recorder option available
Treeone Stock Brokers CRM Provides access on Hierarchial basis by Restricting read-only or read / write access for records
Reminder for Scheduled followups, appointments, Approvals and preplanned activities to make communication better
Trading account opening, EKYC & KYC document submission, approvals & PAYIN processes done with Stock Broker CRM+
With Treeone Stock Brokers CRM+, Track all the User based login activities and Branch wise login activities
Stock Brokers CRM+ Analyse and Find out the Best Return on investment(ROI) campaign .Target the Profitable campaign & kill the rest
Analyse your leads, quotes,tasks, Product, Branch wise analytics and complete process with single Stock Brokers CRM+ dashboard