CRM Solutions

CRM Solutions

Manage your customer life cycle in an effective & productive manner.

Innodigital introduces a state-of-the-art CRM module, specifically crafted for brokers that

  • Tailored for brokers' specific needs
  • Optimizes digital onboarding and KYC processes
  • Ensures regulatory compliance through data-driven insightsoarding experiences for each client, regardless of complexity.
  • Supports multiple hierarchies
  • Customizable configurations for individual requirements

We understand that the biggest problem for a broker today is data lying in different pools, thereby creating problem in

  • Fragmented data hindering upsell and cross-sell efforts
  • Lack of 360-degree client information
  • Delayed agent responses to tickets
  • Data scattered across disconnected pools
  • Invisibility of RM performance across multiple product sales
  • Tedious client profiling process
  • Inability to track all investments in one place
  • Need to log in to different endpoints for information access
  • Potential scenario of multiple RMs contacting a client for various products

We offer

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Lead Management System
  • Integration with multiple campaigns with separate UTM codes
  • Allocation of leads to RM / Agentsn
  • Track meetings & updates
  • Prospect journey from lead to EKYC and then to account
  • -Schedule Appointments & Calendar Tracking
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Customer Support
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Customer Insights
  • Activate clients
  • Clients with ledger balance
  • Clients who were active last month, now inactive
  • Clients who made profit
  • Clients who booked loss
  • Never traded clients

Lead Management System

Customer Support

Customer Insights

Appointments, Tasks, Activities, and Meetings

Reports/MIS

Customer 360

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Appointments, Tasks, Activities, and Meetings
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Reports/MIS
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Customer 360