Our CRM module is highly customized module for client management. Some
of the various features of CRM section is that you can easily maintain
your client master, employee,branch master and advisor master. You can
assign to-dos for a client with notifications that can remind you when a
task is due. Using this Mutual Fund software for distributors you can also wish your clients on their birthday and anniversary from Bouquet manager section.For more information visit @-https://my-eoffice.com/mutual-fund-software.html
At REDVision Technologies, We combine our Technical & Financial Domain Expertise to create world-class one-stop solutions for Financial Advisors like Mutual Funds software, Mutual Funds software for IFA, Mutual Funds software for Distributor, Wealth Management software, Financial Planning Generator, Financial Websites, Financial Tickers in India.
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