Price: Free

Description

The advanced CRM features of this mutual fund software give customers a more personalized and native experience. With respect to this feature, advisors can view their client’s details, check the lead status, create a custom back-office workflow and map customer journey from a unified dashboard.For more information visit @- https://www.redvisiontech.com/

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Reference Id:#1367878
Phone Number:https://www.redvisiontech.com/
Website URL:Click To Visit
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