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
A streamlined record of business communications
Never Missout Your Golden Leads !
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
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