Enterprise Services

Services » Enterprise Services » Customer Relationship Management

Solution for Independent Financial Advisors
Effectively managing the customer lifecycle – from marketing to sales to service – is critical to every company’s profitability and growth.

Main Features

  • Marketing Analytics
  • Task Scheduling
  • Campaign Management
  • Response and Lead Management
  • Quote Generation
  • Reports
  • Commission & Premiums


  • Manage large number of Associates with ease
  • Complete dashboard view with up to date status
  • Assign / monitor activities of Associates
  • Approve / Disapprove Tasks of Associates
  • Manage Clients/tasks
  • Generate customized Reports


  • To do List of Activities
  • Updated Information and Status of Clients
  • Create Marketing Activities
  • Dashboard on the status of activities and clients
  • Single system to monitor leads and opportunities
  • Create a calendar of tasks & monitor and set reminders etc

Independent Financial Advisors
Microsoft Gold Certified Partner
Microsoft Gold Certified Partner
Expertise Cloud

.NET Framework
ajax Sharepoint - MOSS
Project Server MS CRM PHP
and OpenSource
BizTalk Server flash javascript Embedded Technologies Search Engine Optimization web application development wordpress WEB 2.0