Schedule a Phone / Skype Demo with our CRM Specialist
You are in good company.

200+

Big Companies trust us
for our products and services
Dquip Clients

Businesses in the Financial Services Industry our CRM is applicable for

  • Health Insurance Companies
  • Insurance Companies providing Insurance brokerage, Stock brokerage, Life, Health & Property, and Casualty Insurance Companies
  • Investment Services involved in Investment management, Hedge fund management & custody services
  • Leasing Companies
  • Life Insurance Companies
  • Property Insurance
  • Other businesses in the Financial Services industry

In case, your business type is not listed above please contact our Solution Architect
to know if our Financial Services CRM can address your business needs.

Contact us for any information on
Financial Services CRM

Amit
Preetam
Whatsapp & Direct
(+91) 808 0041 500
(+91) 808 0041 600
Office Numbers
(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
Office Timings
Mon to Fri - 10 am to 6 pm (IST)
Skype
dquip.crm

Schedule a Phone / Skype Demo with our CRM Specialist

How our Financial Services CRM
can help you

Approximate Return On Investment from a Financial Services CRM

Reduce sales cycle term

Upto 22%

Higher client retention

Upto 37%

Amplify lead conversion rates

Upto 55%

Lessen sales & marketing costs

Upto 55%

Revenue increase per sales person

Upto 60%

Amplify sales efficiency

Upto 60%

More information on
Financial Services CRM Software

All your CRM needs at one source

Financial Services CRM Hosting

Cloud
We host

Server
You host

Recommended for

Medium & Small Finance Business

Large & Medium Finance Business

Plans start

10 users onwards

20 users onwards

Security

Hosted on Amazon's Secure Servers

Security in your hands

Server management with you

CRM Integration & Customization

Financial Services CRM Integrations

  • Our Financial Services CRM can integrate with most ERP, accounting & other softwares

Financial Services CRM Customizations

  • We are a one stop shop for Financial Services CRM Customizations & Integrations

Financial Services CRM Security

Unparallaled Security & Stability

  • It keeps your data safe
  • It backs up automatically
  • Securely encrypted critical data
  • Highly secure cloud servers

Financial Services CRM Compatibility

Works seamlessly across
Desktops, Tablets & Smartphones

Desktops

Tablets

Smartphones

Payment Options for Financial Services CRM

Cloud (we host)

One time & Maintenance

Server (you host)

One time & Maintenance

Financial Services CRM Client Review

A large Financial Services company

100+

CRM Users

35+

Offices

Average ratings given by users

Training

Ease of Use

Usefullness

Support

16 Key Financial Services CRM Features

Grow sales with CRM Software

Financial Services CRM Sales Target Management
Financial Services CRM Quotation Sales Forecast
Financial Services CRM Manage Sales Team
1

Add & know your product details

  • Know your leads, business expected

  • Send product details via email

2

Track follow ups: Past & Scheduled

  • Know which sales person is closing more deals

  • Know how many are expected to close

3

Forecast sales weekly, monthly, quarterly & yearly

  • Get a real time picture of the revenue that you would generate

  • Quickly see how your team is performing

  • Know who would buy and when

4

Increase wallet share

  • Set sales targets with detailed reports

5

Monitor sales person wise targets

  • Monitor your top & worst sales people

  • Complete sales target management

6

Never miss a lead follow up

  • Maintain records of all leads

  • Know every detail of follow ups

  • Reminders to leads, sales persons, etc. via email, phone & sms

  • Help sales people & agents become productive

7

Prioritise & Focus on important leads

  • Transform the way you close leads

  • Focus on the right leads & prioritise

8

Increase sales performance

  • Analyse your sales data in different ways

  • Manage what matters in your business

9

Manage & Grow Customers

  • Have a 360 degree view of your clientele

  • Cross-sell more with the help of client's purchase history

  • Increase your return customers with precise customer details

10

Best practices simplified

  • Set & Schedule alerts

  • Streamline sales process

11

Win more Business

  • Gain insights with detailed lead reports

  • Understand better about clients behaviour

  • Allocate leads & ensure accountability

12

Market with versatility

  • Send automated emails & sms

  • Stay connected, network & promote existing & upcoming packages

13

Strategise & Gross more revenue

  • Get accurate lead & sales forecast reports

  • Set realistic sales targets with forecasts

14

Make informed Business Decisions

  • Get insights about sales people, sales & leads forecast, etc

  • Make strategic decisions based on detailed reports

15

Use CRM on Desktop, Tablet & Phone

  • Access real-time leads, sales & customer data anywhere

16

Dashboard & Reports

  • Get a real-time picture of your business at a glance

  • Dig deeper with detailed reports

  • Access reports from any device

Maximise productivity with detailed reports. Know your progress.

Detailed CRM reports for your Financial services

4
Sales Target
Reports
50
Lead
Reports
17
Client
Reports
5
Other
Reports

Amazingly easy to set, monitor & achieve your sales target.

Graph

Focus on important leads. Transform the way you manage leads. Sell more.

Graph

Know more about clients. Track your progress.


Graph

Financial Services CRM buyer's guide

Stepwise CRM evaluation and selection details

Step
01

Sign up for a Financial Services CRM Demo

List 5 key sales reasons why your Financial Business needs a CRM

Sign up for a free demo & examine our software features

Download the feature list & watch Financial Services CRM videos or call us

Step
02

Get all your questions on Financial Services CRM answered

(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
sales(at)dquip(dot)com

Ask about the features you need

Know how our software can help you

Which hosting is best for you?

Discuss integration & customization details

Which plan is best for you?

Step
03

Get best price & kickstart your Financial Services CRM Software

Order of execution:

1. Finalize integration & customisations

2. Finalize hosting

3. Select a plan

4. Get the best price

5. Pay us ;) & Get started

Financial Services CRM FAQs

What is a Financial Services CRM?

  • Ans: A Financial Services CRM is a customer relationship management software to help financial service companies to get an eagle eye business view, achieve sales targets, follow up leads and convert deals efficiently.

Which businesses is the Financial Services CRM applicable for?

  • -Finance Companies as part of non-banking finance
    -Financial Services Companies that handle Mutual Funds, Equity & Derivatives
    -Fire Insurance
    -Foreign Exchange Services
    -Health Insurance Companies
    -Housing Finance Companies
    -Insurance Companies providing Insurance brokerage, Stock brokerage, Life, Health & Property, and Casualty Insurance Companies
    -Intermediation or Advisory Services
    -Investment Services
    -Investment Services involved in Investment management, Hedge fund management & custody services
    -Leasing Companies
    -Life Insurance Companies
    -Property Insurance
    -Other businesses in the Financial Services industry

How secure is my data in the Financial Services CRM?

  • Ans: The critical data for eg: Numbers, Email IDs, Phone numbers, etc. are encrypted in very secure encryption methods so that even anyone who is having access to the database would find it very difficult to decrypt data.
    The code is also encrypted to make sure that no one can fidget with it.

Do you provide a Mobile App?

  • Ans: Our Financial Services CRM application works perfectly fine on the latest smart phones, tablets & desktops, and is completely responsive.

Can the Financial Services CRM be customized?

  • Ans: Yes, we can customize the Financial Services CRM to a certain extent.

Can the Financial Services CRM be hosted on my server?

  • Ans: Yes, this is subject to the number of users required.
    Kindly contact our solution architect for more details.

How many days would it take for the Financial Services CRM
implementation?

  • Ans: The time would depend on various factors eg: "Are there any customizations?", "Which hosting option have you picked?", "Are there any extra reports required?", etc. A timeline could be given only after the above questions are answered.

Can the Financial Services CRM be integrated with other softwares?

  • Ans: Yes, this is subject to what kind of integration is required.
    Kindly contact our solution architect for more details.

Can you customize the reports as per my needs?

  • Ans: Any extra reports can be added, the existing ones can not be changed. You can refer our demo to see all the reports.

Can the Financial Services CRM integrate with my existing Email / SMS vendor?

  • Ans: No, we have a vendor for Email / SMS.
    Kindly contact our solution architect for more details.

What are the technical specifications of the Financial Services CRM?

  • Ans: Our Financial Services CRM is built on open source technologies, LAMP (Linux, Apache, MySQL and PHP).

Would the Financial Services CRM work on macOS / Linux / Windows Operating Systems?

  • Ans: Yes, the Financial Services CRM would work on all the latest versions of macOS / Linux / Windows operating systems.

How would you provide support?

  • Ans: We have a support ticketing process as given below:
    - You raise a support ticket
    - Our support team would solve your issue

    We also provide phone support from Monday to Friday between 10 am - 6 pm. We provide free support for the first year.

    For 24 * 7 live support, you would be charged extra.

Contact us for any information on
Financial Services CRM

Amit
Preetam
Whatsapp & Direct
(+91) 808 0041 500
(+91) 808 0041 600
Office Numbers
(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
Office Timings
Mon to Fri - 10 am to 6 pm (IST)
Skype
dquip.crm

Schedule a Phone / Skype Demo with our CRM Specialist

What our clients say?

Dquip's ability to provide the right solutions to our ever changing business requirements has meant that they are our chosen partners in I.T.

- Sudarshan Daga, Director

Dquip has been a partner in progress as a valuable professional guide.

- K.M. Aarif

Our relationship started when their business had just commenced and their team size was small. Its been more than 9 years since they have been our vendors for software.

- Rahul Agrawal, Director
We have clients in India, Australia, U.S.A, U.K, Africa, Hong Kong & Singapore.
We take pride in building strategic long - term client relationships.
Top companies rely on our products & services.
Send us an Enquiry
Send us an Enquiry