Nexos soft - build automate and scale your business
23/12/2025 Financial & Legal Services
Price: Check with seller
Description
This project was developed for a banking and financial services client to automate lead
management, investment inquiry handling, and agreement processing through Zoho
CRM, Zoho Forms, Zoho Sign, and RingCentral integrations.
The goal was to streamline the customer inquiry-to-agreement process, ensuring faster
response times, automated communication, and secure document management 4 all
while maintaining compliance with banking industry standards
Comments
Manvi
Individual
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