GCRM system can give you a clear overview of your customers. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.
Lead management is the process of moving a sales lead or prospect from one stage of your sales funnel to the next. GCRM lead management automates several steps in the process, enhances data analytics, and centralizes all your information.
GCRM portfolio management consists of all the details you need to maintain a relationship with your customer. It helps in effective management, prioritization of customer and much more.
GCRM gives automatic reminders about important calls, birthdays/anniversaries, MF, and SIP's, so that you don't miss any important dates and calls.
Staff attendance is synced seamlessly with all major biometric providers, including ZKT, ESSL, Real-time, Biomax, Securely, etc. Tracking employee time, lunch breaks, and overall work duration helps to keep track of employee time.
GCRM helps with reporting, submitting, approving, reimbursing, and auditing employee-initiated business expenses. From time to time, employees of any organization incur costs in order to keep the business running, ranging from travel and entertainment expenses to office supplies.
GCRM's meeting management system allows you to manage different activities such as prospect list generation, assigning prospects to meetings, and scheduling sales meetings, etc.
HR teams can streamline their processes and store employee data efficiently and smoothly with GCRM. In addition to being able to track the number of hours worked, upcoming leave, and much more, it aids in recruitment, online payment management, and online time tracking.
GCRM helps to manage different types of investments like MF Equity Lumpsum, MF Debit Lumpsum, IAP, PMS, Sip and more.
GCRM helps to manage customers financial transactions and activities.This includes tasks such as tracking customer invoices, payments, credit and collections, refunds, and other financial interactions between the company and its customers.
GCRM is immensely customisable. Out of the box it has solid features, all the way to building custom objects and flows is incredibly valuable.
We can obtain all we need in one spot at GCRM. If somebody makes a post or gives us a task, we will be alerted. We have the ability to delegate work to other members of our team and to rank that work accordingly.
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