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Are you a Financial Advisor and want to manage your clients securely and efficiently?
Recently SNS System Team completed a ZOHO CRM implementation for a “Financial Advisor”.
1
Task Management
Open, Close & Complete Tasks
2
Track Financial Information
Track Investments, Insurance policy details
3
Meetings Scheduler and tracker
Track meetings easily on a dashboard related to each contact
4
Family Members Relationship structure
Add family members to a Contact List
5
Bulk Emailing
Create Email Templates and bulk email. Wish your clients a Happy Birthday or
Happy Independence Day!
6
Customized Information fields
Create Client transactions, Product provider information, Promotion levels
7
Zoho Campaign Automation
Automated scheduling of bulk emails
8
Bookmark Links
Create bookmarks for links
9
Customized Analytics
Create client DOB by week, or Email status to create visually and functionally
appealing graphics
Portfolio
