100+ Features of Financial Services CRM

sales-target-module

Sales Target Module

  • Freeze, track and observe sales targets for your organization and sales team members respectively.
  • Scan your revenue progress.
  • Monitor & administer the sales performance of your organization, agents and sales people.

leads-module

Lead Module

  • Feed-in numerous leads.
  • See how each follow-up is placed and prioritize leads for faster conversions.
  • Classify and allot leads as per your desire.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can add the basic information of the lead as per current form fields given.
    • You can add the point of origin of the lead & the product / service the lead has enquired for.
    • You can allot leads manually or automatically.
    • You can group leads and add tags.
    • You can layout high priority leads and add remarks.
    • You can directly integrate prospects from your website into the CRM & auto allocate leads to respective sales people / agents / brokers in a specified manner.
    • You can have specialized tags according to leads.
    • You can have customized stages and priorities.
    • You can allot leads to sales people product / service wise.
    • You can view leads allotted to sales people / agents / brokers product / service wise.
    • You can compile leads by pulling-in lead data from your excel sheet.
    • You can view lead data imported from the excel sheet.

    30+ Lead reports

    For information on Lead Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

followup-module

Follow-up Module

  • Exercise follow-up calls, emails, sms and meetings with prospects.
  • Schedule follow-up calls, emails, sms and meetings with leads.
  • Set reminders for follow-ups, calls and meetings.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can lock in a date & time to automate follow-up calls with leads and prospective customers.
    • You can add reasons and adjoin tags to calls. Eg: important, very important, etc.
    • You can get an sms or email cue for calls so that you or your sales team members avoid follow-up loopholes.
    • You can also allocate calls to sales people under you.
    • You can view your entire sales teams calls for today, pending calls, scheduled calls & calls done.
    • You can upgrade calls with discussion pointers or even delete calls.
    • You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
    • You can schedule a call / meeting / email as discussed over the call.
    • You can trace all the calls made by sales people / agents / brokers to know what’s exactly going on in sales follow-ups.

    2 Calls reports

    For information on Calls Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can do a rapid sms search by entering the name, email ID, company name, team, department, category.
    • You can automate follow-up sms to prospective clients, clients, contacts and vendors for respective reasons.
    • You can shoot sms to diverse groups as per their tags. For e.g.: You can sms hot leads, warms leads, etc.
    • You can select a body copy from the existing templates created by you.
    • You can view itemized lists of today’s sms, scheduled & sent sms by your sales employees.
    • You can see all the number of sms sent, status of sms (sent/scheduled) sms with their respective timings and subjects.

    For information on SMS Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can do a speed search of emails by feeding-in the name, email ID, company name, team, department, category.
    • You can pick a date & time to streamline follow-up emails for leads, clients, contacts and vendors for respective purposes.
    • You can select an email body copy from the existing ones created by you.
    • You can manually compose emails with diverse font format options and attach files.
    • You can view your entire sales team's today’s emails, scheduled emails, emails sent. Respective people can see their own scheduled emails.
    • You can keep a tab on the number of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in Financial Services CRM -, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    meeting
    Data is for representation purpose only.

    Things that you can do in Meeting module.

    • You can schedule meetings with leads and clients by picking a date & time.
    • You can add purposes for meeting and affix tags to a meeting such as: important, very important, etc.
    • You can get an sms or email alert so that you or your sales people / agents / brokers remember to attend meetings.
    • You can also allot meetings to people under you.
    • You can view your entire sales teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
    • You can update what’s discussed at the meetings.
    • You can update the status of the meeting for e.g.: Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
    • You can give remarks / pointers of what was discussed in the meeting.
    • You can track meetings done by sales people / agents / brokers & stay afloat about everything in sales follow-up and meetings in general.
    • You can tag multiple internal employees for a client meeting or internal meeting.
    • You can keep a track of your company employee's internal meetings.
    • You can send out 'Schedule a meeting' link to prospects and customers.
    • You can see all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.

    2 Meeting reports

    For information on Meeting Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

product-service-module

Product / Service Module

  • Add & manage multiple products.
  • Mention their specifications & added taxes.
  • Closely observe their sales in real time.

  • product-service
    Data is for representation purpose only.

    Things that you can do in Product / Service module.

    • You can add a vast range of product / service details as per the current form fields.
    • You can give products /services a code number, start date & expiry date.
    • You can add specifications & labels for your product / service. Tag Eg: Premium, Custom, etc.
    • You can add the Cost price, Minimum Selling & Maximum Selling prices of the product / service.
    • You can add taxes and extra charges for the products / services.
    • You can adjoin photographs & documents in various formats regarding your product/service. Eg: Presentations, brochures etc.
    • You can view & modify product / service details.

    For information on Product / Service Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Client Module

  • You can type-in contact details of clients.
  • Allocate, group and communicate easily with your clientele via calls, emails and sms.

calendar-module

Calendar Module

  • Highlight dates regarding your business, employees, leads and clientele.
  • Serves as a calendar.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can get a visual listing of critical tasks and priority dates relevant to your organization, employees, prospects and clients.
    • You can see all the tasks, calls, SMS, emails scheduled in your calendar.
    • You can rework tasks, calls, SMS, emails scheduled in your calendar.

    For information on Calendar Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

company-module

Company Module

  • Add and manage your organization and branch details, save and view basic contact particulars.
  • Include, modify and remove contact details & designations of employees according to departments.

  • company
    Data is for representation purpose only.

    Things that you can do in Company Module.

    • You can type-in your organization's basic information with branch, department and designation details.
    • You can see, modify and trash your organization’s specifications with the branch, department and designation details.

    For information on Company Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

contacts-module

Contacts Module

  • Save, modify and discard contact information of clients.
  • Store important dates regarding products & services sold.
  • Set prompts for client payments, etc.

  • contacts
    Data is for representation purpose only.

    Things that you can do in Contacts Module.

    • You can introduce your existing contacts into the crm by importing.
    • You can type-in contact details of several clients.
    • You can add birth dates, anniversaries, remarks and other information about respective contacts.
    • You can type-in and see contacts' necessary details.
    • You can classify contacts and send sms & emails.

    View 4 Contact reports

    For information on Contacts Module in Financial Services CRM, contact!

    Amit

    +91 808 0041 500 / 600
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on Financial Services CRM, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm