7 Key modules for your
Financial Services Business.

An ideal CRM to help you know & grow your prospects, clients and sales.

Sales Target Module

Lead Module

Follow up Module

Quotation Module

Client Module

Product/Service Module

User Module

Financial Services CRM Info

For information on Financial Services CRM, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

Sales Target Module

Functional Target Setting & Achieving

Grow Sales

Grow Sales

Effectuate sales target achievement, monitor every nuance of your sales in real time

  • Monitor every sales update in real-time.
  • Oversee the branch-wise sales performance.
  • Stay afloat about the targets achieved, pending and no. of days to go.
  • Set revenue-wise targets for any desired tenure. Eg: Month, quarter, half-year, etc.
  • Place sales person-wise targets for any duration.

For information on Financial Services CRM - Sales Target Module, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

Lead Module

Manage, Follow up & Convert Leads

Centrally store and easily access critical lead data

Newspaper

News Papers

Hoarding

Hoardings

Exhibitions

Exhibitions

Reference

References

Affiliate Programs

Affiliate Programs

Email

Email

Google Ads

Google Ads

Website

Website

Facebook

Facebook

LinkedIn

Linkedin

Twitter

Twitter

Phonecall Marketing

Phonecall Marketing

  • Know the expected business from every lead.
  • Send sms notifications to leads.
  • Categorize & assign leads to sales people.
  • Get the status, stages and basic details of all leads.
    Eg: Status: Imp / Not Imp Stage: Hot / Cold
  • Import leads from various sources.
  • Attach documents in different formats.
  • Get real time reports to analyze prospective business.
  • Know, prioritize & implement practices for faster deal closure.

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

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

Follow up Module

Convert More With Simple & Smart Follow ups

Make follow-ups productive on a single platform. Send, schedule & set reminders for calls, sms, emails & meetings.

Visit

Configure your Email ID to send & receive emails

Visit

Call leads & track follow ups

Visit

Track, analyze & schedule meetings to accelerate conversions

Visit

Send sms alerts for faster customer service


  • Have time-saving & effective follow-ups via calls, sms & emails.
  • Communicate & market effectively via email & sms campaigns.
  • Track follow-ups & know how follow-ups are faring.
  • Get reminder alerts for meetings & calls.
  • Access crucial client details & add value to your sales support.
  • Have a communication history of all follow-ups done.
  • Execute maximum follow-ups and capture more leads.

For information on Financial Services CRM - Follow up Module, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

Quotation Module

Create, Send & Follow up Quotations

Have a rapid system for quotation generation & client conversion. Get sales forecasts & devise a plan of action

Create Multiple Quotations

Create Multiple Quotations

Approve & Send

Approve & Send

Forecast Sales

Forecast Sales

  • 3 steps to make winning quotations.
  • Attach bills, Purchase Orders, Work Orders in variant formats.
  • Add terms & conditions, taxes, additional charges, etc.
  • Save multiple versions of quotations for future reusing.
  • Share quotations to improve the pitching & conversion process.
  • Have quick access to tools for quotation follow-ups.
  • Add expected close dates & see sales forecasts.
  • Get approvals internally & always send accurate quotations.

For information on Financial Services CRM - Quotation Module, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

Client Module

Centrally Store & Access Client Information

Client Information

Client Information

Secure and easy to access Client data, keep clients in the loop & know details of clients

  • Add new client details from contact, company to designation, etc.
  • Never lose your old clientele intel, import via excel sheets.
  • Know how much business is forecasted & generated for the week, month, quarter, half year, year, etc.
  • View all client information, purchase & communication history.
  • Analyze user behaviour & strategize using real time reports.
  • See the sales person assigned to service respective clients.
  • Add payment reminders & send sms alerts to clients.
  • Know the start date & end date of Products & Services availed to the client - Use existing client data to initiate new purchase cycles.

For information on Financial Services CRM - Client Module, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

Product/Service Module

Know Minutest Details For Superior Sales

Access details, get updated intel about Products' & Services' sales performance & raise the selling bar

Product Service

Add Multiple Product Specifications

Product Service 1

Tag Products

Product Service 2

Know Product Sales

  • Enter accurate details of multiple products & services.
  • Add minimum & maximum selling prices.
  • Categorize & tag products according to types, regions, departments, etc.
  • Make notes for products.
  • Quick access to create quotations for products & services.
  • Add terms & conditions & multiple taxes.

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

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

User Module

Manage Users And Their Access Rights

Users

Manage Users

Manage multiple sales teams and get quick updates

  • Add sales people & manage hierarchy, designation and branch details
  • Get complete control to the data your sales people access
  • Stay updated with an easy & simple reporting system

For information on Financial Services CRM - User Module, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist

More Info

Hosting, Integration, Customization & Security

Hosting
  • Choose your hosting option:
    1) Cloud Hosting - We host
    2) Server Hosting - The CRM is hosted on your server
Customization
  • Get all your crm customizations at one stop
Security
  • Secure your critical data, encrypt your information, keep records safe on highly secure Amazon servers & automatically get backups
Integration
  • Integrates with your existing ERP, accounting & other softwares

For information on Financial Services CRM, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600
Schedule a Phone / Skype Demo with our CRM Specialist