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Client Relationship Management System

Is an industry-specific solution designed to provide Sales & Customer Management services a focused platform for buy-sell/side investment institutions. 

Feature Packed

  • Investment centric-CRM
  • Smart KYC
  • 360 Management Dashboard
  • Sales Management
  • Support Management
  • Dynamic Notification Templates
  • Complaint Management


Let’s Talk CRM Management!

DirectFN Ltd. 
[Direct Financial Network Company]
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