CRM

Available from Croesus
Product Menu
View Company Profile View all Products

Product Details

The CROESUS CRM system enables financial professionals to improve client communications and client satisfaction. Fully integrated into the portfolio management system, the CRM system offers the following features: mass mailing and emailing functionalities, simplified sharing of data within the client service team, easy identification of cross-selling opportunities, improved prospect profiling, mass segmentation functionalities, targeted marketing campaigns and KYC functionalities.

Rate and Review Croesus - CRM

No reviews yet.

Let users know what you would have wanted to know about this company.