Financial Services CRM Software Pricing

Select from 5 Plans & 2 Hosting options

Cloud (Secure Servers)

Starts 10 users onwards

Server (You Host)

Starts 30 users onwards

CRM Modules

Watermelon

Pineapple

Mango

Apple

Cherry

Leads

Clients

Contacts

Calendar

Calls

Meetings

Tasks

SMS

Comm History

Products / Services

Import Data

Tags

Announcements

My Company

Bday & Anniv

Alerts & Triggers

Users

Reports

Equity Funds

Mutual Funds

Documents

Payment Reminder

Quotations

Life Insurance

Car Insurance

EMI

Depositry Services

Debt Market Services

Investment Banking

Sales Target

Accounts

Loans

Support

OFFER

Try Before You Buy Start With Smallest Cherry Plan

You Pay for a month @ 70% off + get 1 month free

Enter No. of Users for Trial for Cherry plan

Minimum 10 users - Maximum 30 Users for trial purpose
Cloud (Secure Servers)

Starts 10 users onwards

Server (You Host)

Starts 30 users onwards

Cloud (Secure Servers)

Starts 10 users onwards

Server (You Host)

Starts 30 users onwards

Cloud (Secure Servers)

Starts 10 users onwards

Server (You Host)

Starts 30 users onwards

For information on Financial Services CRM, contact Amit!

1800 121 86 28 (Toll free for sales only)

Mon to Fri - 10 am to 5 pm (IST)

dquip.crm