Sales and Client Relationship Management (CRM)
Simply grow's SMART makes the sales process productive with detailed planning and tracking of all sales activity.
Sales and Client Relationship Management (CRM)
Simply grow's SMART makes the sales process productive with detailed planning and tracking of all sales activity.
Advisors interact with clients in a fragmented manner across media and may not have records for compliance.
We enable advisors to grow their revenues by deepening client relationships
Benefit from an Customer Relationship Management solution that is deeply integrated with the investment business.
Leads to funnel clients and Deals to convert as clients
System tracks all Leads and supports Convert Lead to a Deal flow lifecycle; Deals are fully integrated with the core system for Onboarding & ’Investment Plan’ setup. Fee setup, document collection and renewals are also handled.
Activity Tracking and Team Management
The system tracks tasks, calls and meetings at a team member level. These activities are also tagged at the Lead, Deals or Customer level. It also rolls up business numbers, collections and compliance to managers using the team hierarchy.
Channel Partner Enablement
A comprehensive.Channel Partner Portal extends most of the CRM features to the distributors and strategic partners, who also get real time visibility into their Received pay-outs and Upcoming pay-outs.