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Streamline Financial Operations

CRM Solution for Fund Distributors, Stock Brokers, Investment Consultants

  • Improve Funnel Visibility
  • Deliver Exceptional Service
  • Cultivate Client Relationships
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Feature

Boost Profitability with SukamApp's CRM Solutions

Customized KYC Module

  • Keep track of leads and opportunities through each stage to make well-informed decisions.
  • Effortlessly Capture Detailed Family Profiles and Investment Portfolios.

Deliver Outstanding Service

  • Effortlessly Capture Detailed Family Profiles and Investment Portfolios.
  • Respond Quickly to Investor Inquiries and Ensure Customer Satisfaction.

Build Strong Client Relationships

  • Respond Quickly to Investor Inquiries and Ensure Customer Satisfaction.
  • Stay Connected with Clients Using Automated Birthday and Anniversary Reminders.

Seamless Telephony Integration

  • Efficiently Direct Prospects and Clients to the Appropriate Agents with IVR Integration.
  • Conduct Call Campaigns and Voice Broadcasts for Payment Reminders.
  • Effectively Manage and Monitor Your Tele-calling Team.

Client Portal and Payment Solutions

  • Efficiently Direct Prospects and Clients to the Appropriate Agents with IVR Integration.
  • Provide Clients with an Intuitive Customer Portal for Requests and Claims.

Agent Recruitment and Supervision

  • Provide Clients with an Intuitive Customer Portal for Requests and Claims.
  • Ideal for Larger Mutual Fund Distributors (MFDs) and Brokers.
  • Integrate with Website to Sync Candidate Data with CRM.

Attract High Net Worth Individuals

  • Schedule Visits Based on Assets Under Management (AUM) or Client Categorization.
  • Personalize Services According to AUM and Client Profiles, Ensuring a Customized Approach for High Net Worth Individuals (HNIs).
  • Effortlessly Manage Recurring Activities, Schedules, and Appointments.

Our Clients: Partners in Success
with Our Solutions

Testimonial

Client Feedback & Reviews

“We have been using Sukam Apps Services’ Tally On Cloud and Cloud IVR system for the past six years and they have been a great help to our business. Tally On Cloud has made it much easier for us to manage our finances and inventory, and the Cloud IVR system has provided a more efficient and personalized way for our clients to contact us. We are especially impressed with the way the two systems work together to provide a better customer experience.”

Pathvista

“We have been using Sukam Apps Services’ CRM and call centre solution for the past two years and they have been a great help to our business. The CRM system has helped us to keep track of our customers and their needs, and the call centre solution has helped us to provide a better customer service experience. We are especially impressed with the way the two systems work together to provide a seamless customer experience.”

Bells Overseas

“We have been using Sukam Apps Services’ CRM and WhatsApp API for the past three years and they have been a great help to our business. The CRM system has helped us to keep track of our students and their progress, and the WhatsApp API has allowed us to connect with them in a more timely and convenient way. We are especially impressed with the way the two systems work together to provide a better student experience.”

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Transform Your Financial Services Today with Sukam Apps CRM

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