Advisory CRM

Advisory CRM Software Features :

• Auto SMS while free trial activation
• Frequently live call alert while employee doing there work on CRM
• You can upload large data immediately through an admin panel that is provided in our Advisory CRM Software
• You can manage your paid clients although there subscription plan and bill detail
• Our CRM follows all rules given by SEBI ( Securities and Exchange Board of India )
• You can create different employee panel also with different role and requirements
• You can create predefined SMS and email templates for bank detail and also website link
• Our CRM is platform independent, means you can use it on any OS like Ubuntu, CentOS, windows
• There is around twenty types of reports and analytics so that you can track each employees working and data quality
• Fast loading large data using latest technologies with minimal design
• Our Software work in offline and online mode also
• Great User-Friendly Graphical User Interface, on which you can work for a long time and can easily understand
• We know the importance of your data. Get automated data backup on your server
• Get 100% data security with our e Advisory CRM Softwarmoreover static IP
• You can print client bill with GST on predefined generated template. You can download it in PDF Format and can send on client Email
• SMS and E-Mail Integration with your required forms with which you will notify yourself and your customers