The software meets our CRM needs and is continually being improved upon. The client relations team is outstanding and always available to assist us. Also, training webinars are offered regularly.
This application's beautiful and intuitive UI works fabulously; within a week, everyone can become a master with this. It is highly cost-effective and effortless to implement. Fund distribution and wealth management are the highly used features. It also provides support for sales and lead management, which works perfectly. Their support team is always active 24/7 on chat and phone calls.
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