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One of our clients wanted a solution to manage personal finance! The client wanted a powerful and robust CRM solution that can help in streamlining different finance-based activities. The major solutions that the client required are organizing the personal finance information in one place, keeping track of all accounts, budgeting and tracking investment.

The system development by us could collect the financial details of the client and assemble it in one place, which can work as a systematic annual data bank and it could also generate multiple reports to track the financial health of the firm.

Major Features
  • Email Template Module
  • Cases Module
  • Order Module
  • Client Module
  • Message Module