Smart CRM for Stock Advisory business
We provide Customized CRM for small trading businesses, helping them efficiently manage everything in one place.
Our Features
Dashboard report of sales & lead
Have a real-time view of your sales pipeline, monitor lead conversion rates, and track business growth in an easy-to-use dashboard.
Smart Lead Management
Capture, qualify, and nurture leads effectively with an automated process that never lets a potential client slip away.
Agent Ranking
Get a clear view of Agents on the basis of sales performance, lead conversions, and client interactions to promote healthy competition and productivity.
Agent Performance Metrics
Monitor every agent’s trading activity, client engagement, and revenue generation with detailed performance reports and analytics.
Daily Stock Advisory Tips via Mobile App
Share your clients real-time stock market insights, personalized suggestions, and expert tips directly through the CRM’s mobile app.
Customer KYC with Digital e-Signature
Simplify client onboarding by allowing safe digital KYC verification and electronic signatures, lowering paperwork and compliance inconvenience.
Track Login Time & Working Hours
Track the agents’ daily login times, active working times, and productivity levels to guarantee efficient workforce management.
Create Customer Profiles & Maintain Payment History
Keep a unified record of client information, history of trades, payment transactions, and account status for efficient management of clients.
Automated Follow-Ups
Track the agents’ daily login times, active working times, and productivity levels to guarantee efficient workforce management.
Performance Analytics
Create analytical reports on trading trends, client behavior, and agent productivity to enable data-driven business decisions.
Regulatory Compliance
Stay Compliant with regulations with our secure Call recording and Automated Report Generate for Audits.
How Our CRM can Boost your Sales?
FAQs
Stock CRM software is a client relationship management system designed specifically for trading and brokerage businesses. It helps manage leads, clients, agents, trades, and compliance in one place.
It’s ideal for stock brokers, trading firms, sub-brokers, investment advisors, and small financial consultancies looking to streamline operations and grow their client base.
Our CRM includes lead management, sales dashboards, agent performance tracking, automated follow-ups, digital KYC, client profiling, mobile stock tips, and compliance tools.
Yes! You can view detailed agent metrics, rank them based on performance, and optimize your team’s productivity with real-time analytics.
Yes, the system supports automated email and SMS follow-ups to nurture leads and increase conversions.
Yes, our UXD Stock CRM ensures data privacy and meets industry-standard compliance and regulatory requirements.
Yes, we offer customizations based on your workflow, lead process, and requirements.
Of course! We offer onboarding assistance, training sessions, and dedicated customer support to ensure smooth sailing.