Track Customer Services with Advanced CRM System

Never miss or falter in your services to your customers. Use WealthMagic’s advance CRM tools to track all service requests and ensure timely action to keep them ever happy.

Your customers, via their mobile app or web login can send service requests to you / your office. A dashboard on your home page will keep you updated about all such service requests and respond to them in a timely manner.

WealthMagic’s powerful CRM Centre will keep you in control of entire information of your customer from one single page. From the CRM Centre page you can do the following:

View the entire portfolio of the customer – from summary to detailed information about every transaction of the customer

Add / Edit / View / Manage customer details

View / Manage all documents of the customer

View all upcoming portfolio events of the customer

View / Create sales presentations / quotations for the customer

Manage all correspondence with the customer

Place online MF orders for the customer

Manage Tasks & Service requests

Create / Edit / Review Financial Plans created for the customer