A great way to stay on top of operational activities. Assign tasks to your team members, define sub-tasks, set due dates, facebook like commenting tool and much more.
Hassle free client management
No more tedious calculations in excel…no more copy pasting data…no more manual updating and sending of reports. We make sure you spend more time with your clients rather than writing plans.
Timely Alerts (coming soon)
We help your clients stay on track by sending them timely reminders when their premium payment is due or when they have to go to the bank to withdraw their fixed deposit. All this to make sure you spend time on more critical matters