Cloud CRM
Cloud Based CRM for Financial Services / Broker Industry.\n\nTo manage Client Portfolios, Contracts, Correspondence, Financial Needs Analysis, Leads, Commissions and Reporting. Managing New and Existing Business, Reminders and Appointments. Managing documentation workflow electronically from any ware and on any device.\n\nNo Expensive Equipment or implementations. Just subscribe and get going.
About Me
We develop Cloud Based Systems to convert On-Premise solutions to the Cloud. We also develop Databases with GUI interface to overcome sluggish MS Excel sheets. Our visual representation of your data is instant as data grow. Development is Rapid and immediately available for all users using our systems. Setup user access rights to control what can and cannot be seen by your users. Automation and workflow rules for Process flow.
$ 30 USD/hr
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