– Announcement –
CRM or Back-office portal fulfills the role where brokers use it as a tool to manage daily business operations and manage all customer related administration at one place. It is an essential tool for the broker as they reduce the operating costs of their back-office operations and manage their trading data.
CRMs with basic vs customized functions
– Announcement –
With a strong CRM system, the broker can meet AML requirements, KYC data, perform analytics, facilitate the processing of deposits and withdrawals, analyze raw data and more. Through our CRM system, we can help you customize what you need. We can help you build features that facilitate your niche business. Custom user interfaces, data management features, customize the commission structures you want. We understand what a business needs to help them gain an edge in this competitive market, so you'll find that we offer an entry-level CRM system that includes standard features to get you started as a start-up and business of the corridor distributor grows, with the versatility of our system, we can expand or completely modify the functions even more. We listen to our customers.
To increase efficiency in business operation, reduce the time to process administrative work. And allowing the company more time to focus on creating new business is our goal. Reducing turnaround time and helping the business process valuable data is what our CRM aims to achieve.
Because every company has its own unique set of strategies for running its business operations, we always welcome potential customers to view our demos with standard features before deciding how they intend to build their ideal CRM. If the company has an expanded idea based on the basic features we provide, we would work together with the potential partner to execute their ideas in the expanded, and carry out feasibility studies, finally finalizing the delivery time of the final product.
Getting your feet wet is the first step forward in business. As the company operates more and gains more experience and defines itself more as it has more experience in day-to-day operations, they could develop their niche and the back office would change accordingly to their niche business. We've helped many companies scale with our service and we're a company that's constantly learning from our customers. The journey of a thousand miles begins with a single step. We are open to discussion and very happy to show you our demos. Come to us!!
by Grentone Meta Solutions Team
Original article: https://grentone.com/standard-crm-vs-customized-crm/
