Azsa CRM helps financial services organizations gain customer understanding and also enables you to understand your customers in a better way. CRM gives you a platform to get inquiries from multiple sources and also create a full customer lifecycle to properly meet their expectations. With CRM, you can automate most of your work and focus on generating more ROI.
Azsa CRM helps you store and manage customer contact information and important documents.
We give you the ability to provide certain benefits to certain executives. Our systems can also help you manage unique data.
CRM provides integration from multiple sources and brings all leads directly to CRM just by integrating it quickly.
With the powerful CRM Solid Performers feature, see all your detailed data under your contacts and customers with one click.
Design and personalize marketing messages and target campaigns towards the suitable segment. Generate more leads quickly.
Give your team everything they need to research, manage contacts and ultimately close more business opportunities.
CRM allows you to keep detailed records of your products and under your products you can also manage their inventory.
CRM improves operational efficiency by creating workflows that provide automated alerts and reminders for follow-up.
Access CRM from anywhere using any device. Our mobile app lets you work from anywhere.
Managing leads systematically is the most important task for any organization to get positive results from leads. Manage your prospects with Solid do CRM and create follow-ups for every conversation you have with your prospects. To process continuity, you can allocate leads to other users. Lead management also allows you to modify your data according to your needs.
Customers are the backbone of any successful organization. A one-click view allows you to view all your customer data, and you can also view previous conversations with them. You can customize customer fields according to your business needs. Financial services organizations need to adapt their strategies to maintain long term relationships with their customers and here CRM helps you maintain relationships.
With Solid Performers CRM, you can now create, store, find and customize contacts according to your business needs. With the easy filters available in CRM, you can check anyone's information. CRM allows you to automatically track information such as communication details linked to contacts. You can make changes to the database at any time.
Managing projects in an organized way is an important part of financial organization and your results are enhanced when you manage projects in CRM. You can create your project with start and end date and you can assign it to your users. You can also create sub-tasks and CRM allows users to update task progress. Account managers can track the progress of tasks assigned to the team.
Creating invoices and maintaining them manually is a very difficult job when you are burdened with multiple jobs every day. Solid Performers CRM simplifies your work and allows you to create invoices directly from the CRM and you will also have a registration of invoices created. You can send invoices directly via whatsapp or you can also download them in PDF format.
Financial services companies have important client documents they can't risk losing, and the Solid Performers CRM here makes your job easier by giving you the option to keep your documents in one place. Document management reduces processing time and increases work productivity.
Create and send proposals to your requests or customers with Solid Performer CRM. You can view all proposals made on the request page or client view. CRM also allows you to create some default settings for proposals and meanwhile you can also create some templates in CRM according to your business needs.
As a financial services company, financial management must be carried out in a standardized and organized manner. With Solid Performer CRM, you can keep detailed records of your company's revenue and losses. It helps you figure out your business' income and expenses and will also help you know when to make static changes if things aren't going well.
CRM tracks all the work done in your organization. Custom reports are possible with Solid Performers CRM. You can create comprehensive reports on leads, customers, invoices, proposals, finances, and employee work activities. These reports can be very helpful in your regular business activities and help you improve your workflow.
Create and send proposals to your requests or customers with Solid Performer CRM. You can view all proposals made on the request page or client view. CRM also allows you to create some default settings for proposals and meanwhile you can also create some templates in CRM according to your business needs.
As a financial services company, financial management must be carried out in a standardized and organized manner. With Solid Performer CRM, you can keep detailed records of your company's revenue and losses. It helps you figure out your business' income and expenses and will also help you know when to make static changes if things aren't going well.
CRM tracks all the work done in your organization. Custom reports are possible with Solid Performers CRM. You can create comprehensive reports on leads, customers, invoices, proposals, finances, and employee work activities. These reports can be very helpful in your regular business activities and help you improve your workflow.
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