Custom CRM for Online Trading and Brokerage

Private traders who work with individual clients face the same challenges as traditional business does: store and view great amounts of client information (personal, prospect, financial), client information management, reporting, workflow automation, analytics, forecasting, billing/invoicing,…

Advertisements

Private traders who work with individual clients face the same challenges as traditional business does: store and view great amounts of client information (personal, prospect, financial), client information management, reporting, workflow automation, analytics, forecasting, billing/invoicing,…

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s