Customer Relationship Management Software for your financial service company to increase your productivity and profits

Effective management of business relationships for your financial service company

A Customer Relationship Management Software for your financial service company, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your financial service company to manage different aspects of their operations.

Here are the main features of CRM software for your financial service company:

  • Contact and account management for your financial service company;
  • Sales management for your financial service company;
  • Customer service for your financial service company;
  • Marketing for your financial service company;
  • Analytics and reporting for your financial service company.

Here are the main features of ERP software for your financial service company:

  • Human resources management for your financial service company;
  • Financial management for your financial service company;
  • Inventory and procurement management for your financial service company;
  • Production management for your financial service company;
  • Purchasing management for your financial service company;
  • Analytics and reporting for your financial service company.

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