CRM for Brokers

WHY CHOOSE US?

• Expert Dynamics 365 Sales Services: Our certified consultants guide you end‑to‑end. • Comprehensive Broker CRM: Our system is purpose-built for financial brokers to manage marketing, sales, and contact center operations in a single platform. • Automation at Its Core: Eliminate manual processes with automated workflows that streamline lead management, campaign execution, and customer support. • Trusted by Industry Leaders: Used by top market players such as Freedom Broker (Kazakhstan) and The Ultima World (UAE), our CRM is proven in the CIS and MEA regions. • Flexible Deployment Options: Choose between cloud (online) or on-premises setups to match your IT strategy and security requirements.

KEY FEATURES

Centralized CRM Platform: • Unify your marketing, sales, and support efforts with a single solution that manages every customer interaction. • Dashboard-driven management, ensuring a clear view of your pipelines and campaign performance.

Marketing Automation & Sales Management: • Automate multi-channel campaigns (email, SMS, and push notifications) to engage leads and nurture customer relationships. • Track leads, manage pipelines, and analyze sales performance to optimize conversion rates.

Integrated Contact Center: • Streamline customer support with an omnichannel approach: manage calls, chats, and inquiries in one operator window. • Enhance service quality with real-time insights and automated processes that reduce response times.

BENEFITS

For Financial Brokers: • Enhanced Efficiency: Automate and centralize critical workflows to reduce manual intervention and improve operational speed. • Improved Customer Engagement: Deliver personalized experiences that boost conversion and retention rates. • Scalable Growth: A robust platform that adapts as your business expands and your operational needs evolve.

For IT and Operations: • Seamless Integration: Minimize silos by integrating marketing, sales, and customer support into one cohesive system. • Flexible Deployment: Choose the deployment model that best matches your infrastructure and compliance requirements. • Proven Reliability: Benefit from a CRM trusted by leading brokers in competitive markets.

TECHNICAL DETAILS

• Platform: Advanced Dynamics 365 Sales system tailored for financial brokers (utilized by market leaders like Freedom Broker and The Ultima World). • Deployment: Online (cloud) or on-premises options available. • Cost Structure: Average project cost is approximately $100,000 (excluding licensing). • Licensing: Competitive licensing costs range from $5 to $110 per month per user. • Support: Comprehensive technical and customer support available 24/7.

GET STARTED TODAY!

1. Book a Demo: See firsthand how our CRM for Brokers streamlines your marketing, sales, and service operations.
2. Pilot Program: Experience our solution with a tailored pilot that meets your business needs.
3. Expert Consultation: Partner with our specialists to fine-tune the system to your operational requirements.

WHY WE STAND OUT

• Tailored for Brokers: Purpose-designed features address the unique challenges of the financial brokerage industry. • Market-Proven: Our CRM is already trusted by leading brokers in the CIS and MEA regions. • Comprehensive & Flexible: Integrates marketing, sales, and contact center functions in one robust platform with flexible deployment options. • Cost-Effective Scalability: Delivering high ROI with competitive pricing and predictable costs.