Treeone Software Solutions

Flexible CRM for Stock Brokers

Increase revenue, more lead conversion rate, marketing and sales automation

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A Bridge between Traders and Brokers

It is software that helps your business in acquiring, tracking and monitoring the existing customer and potential traders. 

Campaign Management

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.

Lead Assignment and Notification

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

About Us

Streamline your work for maximum productivity

​Get Higher Efficiency out of Your Sales Teams with Robust Automation, Real-Time Tracking & Detailed Analytics.

More Customizable than 99% of All CRMs
Cleaner, Clutter-Free User Experience
Lightning-Fast Implementation, Responsive Support
Why Choose Us

Get a CRM That’s Purpose-Built for Your Industry

Capture leads from all online and offline sources into one platform without any lead leakage.

 
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Value for money
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Fast & Secure
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Excellent support
Our Features

Features of TreeOne Stockbrokers CRM+

Stock Brokers CRM is the place where you can set all your traders together and it becomes easier to do broking with good CRM. 

API Integration

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 Hierarchical basis by Restricting read-only or read / write access for records

Automatic Notification

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

EKYC & KYC Approvals

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

Campaign Analytics

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

Login Activities

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

Report & Analytics

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

TreeOne CRM Softwares

Ready To Get Started

Implement TreeOne CRM to Close More Deals Faster!

Our Stock Brokers CRM Integrates

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    Trading People Thought !

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    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

    Goodwill Comtrades Pvt. Ltd
    Share Traers & Brokers
    Testimonial Image

    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

    Radiance Realty Developers India Ltd
    Real Estate Developers & Builders

    Let's have a chat

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