Increase revenue, more lead conversion rate, marketing and sales automation
It is software that helps your business in acquiring, tracking and monitoring the existing customer and potential traders.Â
Seperate 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.
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 Brokers CRM helps to Track the whole Lead Process and Make it to the Opportunity.
Stock Brokers CRM is the place where you can set all your traders together and it becomes easier to do broking with good CRM.Â
Automatically enriches your data and keeps records up-to-date by syncing with a database of business
CRM+ helps to identify the qualified Leads and make the brief record of communication between the customer and Business
Telecommunication with leads are directly integrated from the application portal with Call recorder option available
TreeOne Stock Brokers CRM Provides access on Hierarchical basis by Restricting read-only or read / write access for records
Reminder for Scheduled followups, appointments, Approvals & preplanned activities to make communication better
Trading account opening, EKYC & KYC document submission, approvals & PAYIN processes done with Stock Broker CRM+
Analyse and Find out the Best Return on investment(ROI) campaign .Target the Profitable campaign & kill the rest
With TreeOne Stock Brokers CRM+, Track all the User based login activities and Branch wise login activities
Analyse your leads, quotes,tasks, Product, Branch wise analytics and complete process with single Stock Brokers CRM+ dashboard
Treeone Lead Management Software is specialized in Tracking customer interaction and activities. So we never miss any trading lead from different marketing campaign whether online or offline
Treeone Lead Management Software is specialized in Tracking customer interaction and activities. So we never miss out a lead from different marketing campaign whether online or offline
Robust Software Solutions from the IT infra experts. We understand the customers needs and to improve every customers Business with our softwares effectively.