CRM Software Development Transform your sales process and boost revenue with our custom CRM software. We have designed this software to help businesses thrive in the most challenging conditions.

CRM Software Development

Client Profile

Industry: Financial Services Firm

Client Side Summery

A leading financial services firm, offers asset management and related investment services to individual, corporate and institutional investors. In order to effectively serve key financial marketplaces. The Company has made significant investments in a financial network of electronic properties hosted on the Internet.

Solution Provided By Us

We develop a CRM for financial service firm in this we provide the following features:-

  • Contact databases
  • Financial account management
  • Lead and opportunity management
  • Call list management
  • Sales pipelines
  • Customer price quoting
  • Relationship modeling
  • Workflow customization
  • Know your customer (KYC) verification
  • Integrated billing/invoicing
  • Calendars and scheduling
  • Automated alerts and notifications
  • Internal collaboration tools
  • Analytics, reports, and intelligence
  • Document management (policies, claims, contracts, tax forms, etc.)
  • Native mobile access or mobile web-interface

Technologies Used

  • ASP.NET 3.5, C# 3.5, Windows Services, Web Services, SOAP/XML, MySQL 5.1 Payment-Gateway-Integration
  • Native Script, React-Native,, Web API Testing

What Our Clients Say About Us

Client satisfaction is our ultimate goal. Here are some kind words of our precious clients they have used to express their satisfaction with our service.