Manage Your Customers
Customers are the most important people for any organization. It is the customer who creates demand for goods and services.
cimagencytz is a platform that allows you to maintain a focus on your customer in a faster, simpler way.
Log customer activity, e.g. Quote request, Phone call details etc.
Create & Send Invoice for Customer
Assign downloadable files for customers with secure url. Customer will be able to download assigned files from customer portal
Add orders for your service / products for your customer. Orders with orders details (e.g. Order activation details) will be shown on customer portal
Send Quote / Proposals for your customers
Send email to your customer
Add profile image for customer
Log, track transactions for your customer & customer will be able to view it from customer portal
Send notifications, sms using hooks
Add even more features using Plugins
- Internet Banking.
- Mobile Banking App.
- Customer Portal.
- CIM OTP Token.
- Wallet Solutions.
- Financial Switch.
- Tablet application for Door step service.
- Branches small / medium / large.
- Relation Management – CRM.
- KYC / Registration / Account Opening.
- Investor Management.
- Term Investment Management.
- Periodical Dividend Process.
- Fixed Deposit (FD) Management.