Finance Industry
Finance
apnalead is our comprehensive customer relationship management (CRM) tool.
Finance Customer Relationship Management (Finance CRM) involves the application of customer relationship management principles and technology to manage interactions and relationships with clients, investors, and other stakeholders within the finance and investment industry. This specialized CRM approach helps financial institutions build and maintain strong client relationships, streamline communication, and provide personalized financial services.Implementing a Finance CRM can lead to improved client satisfaction, more effective client communication, enhanced portfolio management, and greater efficiency in delivering financial services. It helps finance professionals build trust and loyalty with clients, ultimately contributing to business growth and success.
FEATURES
One Software For All Industry
Multi User
Lead Integration
Instant Follow Up
Admin Dashboard
Automated Leads Distribution
categories Leads
Lead Tracking
Multi Projects
Whatsapp Alerts
Team Performance
Multi Share
Current Lead Update
PRICING
FOR apnalead
Our pricing is very afforadable and suitable for startups too.
Yearly
Rs.280per month
- All Modules
- Internal + Mail Tickting support
- Free future upgrades & releases
- Daily backup
- Within 12hr ticket solution
- Access at separate domain
- Professional email-ids
- Full customization support
Half Yearly
Rs.350per month
- All Modules
- Ticket Support via mail
- Free future upgrades & releases
- Weekly backup
- Within 24hr ticket solution
- Access available at sub-domain only
- 1 professional email-id
- Minor customization at possible modules.
Monthly
Rs.500per month
- All Modules
- Ticket Support via mail
- limited future upgrades & releases
- Weekly Backup
- Within 24hr ticket solution
- Access available at sub-domain.
- 1 professional email-id
- Minor customization at possible modules