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CRM for Financial Services

Facing operational challenges at your financial services firm? Our Financial Services CRM is for you!


Sage CRM for Financial Services

Financial services CRM are designed in such a manner that it gives your sales and consumer-facing teams an upper / top view of the whole business. It enables you to have control over your sales, marketing as well as customer service for continuous feedback and thus, improvement in overall scenario.

Sage CRM is one of the best choices when it comes to choosing a CRM (Customer Relationship Management) solution for your financial services business. The integrated modules of Sage CRM software along with its numerous features allow you to face every challenge in a hassle-free less manner delivering best results.

What are the most common and frequent challenges your financial services firm faces? Is it the need to deliver better service? Difficulties in improving your GOW (Growth of Wallet)? Or slower processes? Our social CRM software addresses these along with various others.

Here’s why Sage CRM is the perfect pick for the Financial Services industry: Try Today! Call Us


360 degree view of every transaction


Centralized data platform


Quicker response


Better lead conversion


Automation of repetitive tasks for sales dept.


Effective leads management


Forecasting consumer needs


Consumer management


Easy communication with consumers


Third party integrations

Skip generic solutions, go industry-centric to forge more profits

We’ll Ensure You Always Get the Best Service.

Sage Software Solutions (P) Ltd. has assisted many industries including the financial services sector. Be smart while making a choice for your financial service based industry for experiencing best results. Sage Software Solutions provide industry specific CRM solution for SMEs and enterprises in India.

To know what more Sage Software has for your finance industry, SMS SAGE to 56767 or click here. You can also drop us a mail at sales(at) for a FREE demo.

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