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Stock Brokers CRM+

Increase Revenue, More Lead conversion rate by 300% Marketing and Sales Automation


A Bridge between Traders and Brokers

It is software that helps your business in acquiring, tracking and monitoring the existing customer and potential traders. You can manage all your interactions form this one software i.e. CRM. It is a unit of the total package, where you need to create an awesome trading platform for your business. More importantly, Stock Brokers CRM is the place where you can set all your traders together and it becomes easier to do broking with good CRM. 

TreeOne Stock Brokers CRM+ helps to

Grows Your Business Relationship

A streamlined record of business communications

Instantaneous Access from anywhere & anytime
362° view of customer data at one place.

Never Missout Your Golden Leads !

Campaign Management

Automation in CRM  helps to capture leads from multiple offline and online Leads.

Stock Brokers CRM capture leads from campaign such as,Campaign, Missed call Leads,Trading Leads, Mutual Funds Leads and Cross Selling allows to Manage and Track the leads easily.


Lead Assignment and Notification

 Make strong customer relationship with 3 second Lead Assignment. 

Manual and Automatic Lead assignment can be done.

Irrespective of Agent absence Lead can be assigned automatically based on the rule you configured.

Unprocessed Lead will be notified and escalated to Higher Authority

Activity Tracking

Classify Hot, Warm and Cold Leads.

Stock Broker CRM Make Customer relationship better with CTI integration.

Easy to track the whole Lead Process and Make it to the Opportunity.

Reminders to followup the Leads with Notifications


Features of TreeOne Stockbrokers CRM+

API Integration

Automatically enriches your data and keeps records up-to-date by syncing with a database of business

Lead Management
CRM+ helps to identify the qualified Leads and make the brief record of communication between the customer and Business
CTI Integration

 Telecommunication with leads are directly integrated from the application portal with Call recorder option available

Role Based Access

TreeOne Stock Brokers CRM Provides access on Hierarchical basis by Restricting  read-only or read / write access for records

Automatic Notification

Reminder for Scheduled followups, appointments, Approvals & preplanned activities to make communication better

EKYC & KYC Approvals
Trading account opening, EKYC & KYC document submission, approvals & PAYIN processes done with Stock Broker CRM+
Campaign Analytics
 Analyse and Find out the Best Return on investment(ROI)  campaign .Target the Profitable campaign & kill the rest
Login Activities

With TreeOne Stock Brokers CRM+, Track all the User based login activities and Branch wise login activities

Report & Analytics
Analyse your leads, quotes,tasks, Product, Branch wise analytics and complete process with single Stock Brokers CRM+ dashboard

Our Stock Brokers CRM Integrates

Trading People Thought !

" TreeOne CRM is specialized in Tracking customer interaction and activities. So we ever miss out a lead from different marketing campaign whether online or offline "
Goodwill Comtraders Pvt Ltd
Share Traders & Brokers

Dynamic Dashboard

Dynamic Dashboard A Powerful dashboard to give you full control

Stock Brokers CRM+ Demo

    Free Demo