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Stock Brokers CRM

Treeone CRM+ software Specially designed for Stock broking companies

Increase Revenue, More Lead conversion rate by 300% Marketing and Sales Automation to reach your Business Goals

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Get Your Stock Brokers CRM Demo !

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

Marketing Automation in Treeone Stock Brokers CRM+ helps to capture leads from multiple offline and online Leads.

Separate Lead capture for Specific campaign such as,Campaign, Missed call Leads,Trading Leads, Mutual Funds Leads and Cross Selling allows to Manage and Track the leads easily.

Treeone stock brokers CRM Campaign management
Treeone stock-brokers-CRM-Lead assignment

Lead Assignment and Notification

Stock Brokers CRM+ Make 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.

Make Customer relationship better with CTI integration.

Stock Brokers CRM+ helps to Track the whole Lead Process and Make it to the Opportunity.

Reminders to followup the Leads with Notifications.

Treeone stock broker CRM Activity Tracking

Features of Treeone Stockbrokers CRM+

API Integration

TreeOne Stock Brokers CRM+ 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 Hierarchial basis by Restricting  read-only or read / write access for records

Automatic Notification

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

EKYC & KYC Approvals

Trading account opening, EKYC & KYC document submission, approvals & PAYIN processes done with Stock Broker CRM+

Login Activities

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

Campaign Analytics

Stock Brokers CRM+ Analyse and Find out the Best Return on investment(ROI)  campaign .Target the Profitable campaign & kill the rest

Report & Analytics

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

Dynamic Dashboard

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
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