cleversoft Financial Services App is a CRM solution designed specifically for the financial sector, leveraging Microsoft Dynamics CRM and SharePoint for document management and integration with portfolio management systems. It enables customization, easy maintenance, and seamless integration into existing workflows.

Key Features

Customizable CRM Framework

• Built on Microsoft Dynamics CRM for flexibility and scalability.
• Supports integration with SharePoint for document management.
• Connects with portfolio management systems and other business tools.

Industry-Specific Functionality

• Tailored for financial services, addressing sector-specific requirements.
• Facilitates regulatory compliance and reporting.

Seamless Integration

• Integrates with Microsoft Office for user familiarity and productivity.
• Centralizes business processes and data management.

Ease of Implementation and Maintenance

• Quick installation and setup.
• Easy to maintain and update according to business needs.

Benefits

Efficiency and Productivity

• Streamlines business processes and reduces manual work.
• Enables staff to work efficiently within familiar Microsoft Office environments.

Customization and Scalability

• Provides tailored solutions that grow with your business.
• Avoids the limitations of generic out-of-the-box CRM tools.

Compliance and Security

• Supports regulatory compliance throughout the software procurement and usage process.
• Centralizes and secures sensitive financial data.

User Acceptance

• High acceptance among employees due to integration with widely used tools.
• Promotes productivity and satisfaction.