Financial Services CRM Software Pricing

Select from 5 Plans & 2 Hosting options

Cloud (Secure Servers)

Starts 10 users onwards

Server (You Host)

Starts 30 users onwards

CRM Modules	Watermelon	Pineapple	Mango	Apple	Cherry
	Get Quote	Get Quote	Get Quote	Get Quote	Get Quote
Leads	✓	✓	✓	✓	✓
Clients	✓	✓	✓	✓	✓
Contacts	✓	✓	✓	✓	✓
Calendar	✓	✓	✓	✓	✓
Calls	✓	✓	✓	✓	✓
Meetings	✓	✓	✓	✓	✓
Tasks	✓	✓	✓	✓	✓
SMS	✓	✓	✓	✓	✓
Comm History	✓	✓	✓	✓	✓
Products / Services	✓	✓	✓	✓	✓
Import Data	✓	✓	✓	✓	✓
Tags	✓	✓	✓	✓	✓
Announcements	✓	✓	✓	✓	✓
My Company	✓	✓	✓	✓	✓
Bday & Anniv	✓	✓	✓	✓	✓
Alerts & Triggers	✓	✓	✓	✓	✓
Users	✓	✓	✓	✓	✓
Reports	✓	✓	✓	✓	✓
Equity Funds	✓	✓	✓	✓
Mutual Funds	✓	✓	✓	✓
Documents	✓	✓	✓	✓
Payment Reminder	✓	✓	✓	✓
Quotations	✓	✓	✓	✓
Life Insurance	✓	✓	✓
Car Insurance	✓	✓	✓
EMI	✓	✓	✓
Depositry Services	✓	✓
Debt Market Services	✓	✓
Investment Banking	✓	✓
Sales Target	✓	✓
Accounts	✓
Loans	✓
Support	✓
CRM Modules	Watermelon	Pineapple	Mango	Apple	Cherry
	Get Quote	Get Quote	Get Quote	Get Quote	Get Quote