Capture. Track.

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

Stock Brokers CRM Features

Marketing Automation

Captures leads from various marketing channels, reduces the effort of manual lead entry, assigns the captured leads within 3 seconds

Sales Automation

Classify leads, create sales tasks for new leads, track opportunity, find out which schemes get activation and other sales processes

Stay Connected

Send automated emails, promote your products through SMS, increase up selling and keep your existing customers in touch

Reports & Analytics

Performance analysis of campaigns, lead status, activities, branch wise customer data are all graphical representation in the dashboard


Submission of EKYC & KYC documents, processing and approval of submitted documents can all be done at one place


Integrate the CRM with multiple channels, collects all lead details, feeds the leads from marketing channel into the CRM portal

" Like you our Stock Brokers are Happy with CRM Software"

TreeOne Stock Brokers CRM is specialized in Tracking customer interaction and activities.
So we never miss out a lead from different marketing campaign whether online or offline
Share Traders

Live Lead Status

Stock broker CRM tracks live status of all leads, shows the stale days of each & every leads that are assigned to the respective sales persons. Stock broker CRM  uses Round-robin methods to assign leads automatically. Assign leads based on location& product. Focus on prospects, track lost leads, create further activities and follow-ups to increase conversion. CRM make sures you never missout any leads by escalating unprocessed leads to higher authority.


Activity Tracking

Improve your sales team’s performance by tracking day to day employee activity, time consumed for every activity and all opportunities. Track activities created for appointments, follow ups, lead processing, turn around time for Lead conversion and other sales related activities.

Stock Broker CRM+ Specialized in tracking EKYC, KYC document submission, approvals and PayIn process.

Get Automated Reminders & Notifications

Reminders for upcoming meetings and never lose a
potential lead, notifications for scheduled appointments, notification for campaign creation,Escalation of missed appointments, get update whenever a customer makes PAYIN, notification for pending and received documents. 

362° Customer View

Complete view of customer information like branch,
contact details, get the recent & total number of PAYIN, communication history. Review the balance amount for every customer, Access charges, recent activities & the recent updates of customer details.

Powerful Dashboard gives you a full control

CRM+ Mobile APP

Nurture your leads & Do your activities anywhere on the GO !

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