Features for Customers
Features for Customers:
Our main aim at Shiven Enterprises is to provide you with a solution to manage all your financial tasks efficiently. We have made this platform in a way that is extremely easy to use and access all the tasks with ease. For this, our Financial CRM comes in handy, the user interface and workflow are very simple, making it free from all the hurdles. The CRM helps you manage all the finance-related tasks automatically and with the least effort. We help you keep an eye on things like loans, investments, and policies, in one place. Our file management system is highly secure, it makes sure that all the data is highly organized and secured with our encryption.
We ensure that all the tasks are done with high security, efficiency, and transparency.
How does it work?
Our financial CRM is designed in a way that it follows all your financial demands. Our financial CRM removes all the burden of doing tasks like managing documents, calculations, keeping records, and managing policies. Our financial CRM is advanced enough to manage all these processes in one place. You don’t need multiple tools to handle these tasks.
Our Financial CRM works in a way that it adapts the nature of the work, which gives an enhanced and crafted workflow experience.
Centralized Dashboard:
Juggling between multiple tasks could make this very disorganized, hectic, and time-consuming. The key feature of our financial CRM is that you don’t have to change the platforms and toggle between different tools, all your financial tasks can be done from a single place. Our financial CRM holds the capacity to manage services like loans, mutual fund investments, and more from one location. The centralization makes the workflow smooth and the entire process efficient.
Automated Reminders:
Our Financial CRM gives you the facility of managing reminders. These reminders could be very helpful in keeping you on track with the workflow. This makes you free from the additional burden of remembering financial aspects like your policy renewals, pending EMIs, and other such reminders. Our CRM with automation sends regular reminders to you, so that you do not miss any important updates and stay connected with the workflow.
Secure Data Management:
Our high-end data is encrypted in secured folders, making sure there is no data breach and all the data remains safe. We give this access to only you and the authorized person.
Easy Access Anytime, Anywhere:
You don't have to be in a specific situation to access your files. All platforms can be accessed from anywhere, which makes you capable of doing things as per your convenience.
Why Use Shiven CRM?
Saves time and effort
Our automated work avoids unnecessary manual tasks, this way all the manual tasks of doing financial services are eradicated. The file management system being highly advanced makes it possible to gather your data from anywhere. You do not have to add additional apps and tools for doing these tasks. Here our CRM saves effort and time. The system being centralized and integrated increases time and effort to a next level.
Enhanced Security
Since financial dealings comprise a lot of confidential documents, security could be an issue in many cases. But our CRM comes with data encryption that allows unauthorized access to your data and information. The file management system organises the data in a way that it prevents data damage and data loss.
Seamless Communication
Our integrated communication system equips you with a connection that makes your connection with policy providers, loan officers, and loan officers easier. All your emails, chats, and phone calls could be managed using our financial CRM.
Personalized Experience
Our financial CRM offers you the ability to manage and personalize the dashboard, this way you have the power to adjust tools as per your priority. We understand that all the customer demands are different, hence this handcrafted personalised experience can help the users to a great extent.
24/7 Support
We offer 24/4 support, we are ready to solve all your problems at the times you need. We make sure that our team remains connected to you and solves all your problems in no time!
Customer Benefits of Shiven CRM
Easy Financial Management
Our financial CRM helps users perform financial management tasks efficiently. It centralizes tasks, streamlining workflow and financial data management.
Prompt Alerts & Notifications
Automated notifications keep you updated on policies, EMIs, loans, and mutual funds, ensuring you never miss important financial tasks.
Improved Control Over Investments
Track and analyze investments effortlessly. The CRM enables seamless stock and mutual fund management from anywhere.
Simplified Loan & Insurance Management
Manage loans and insurance with ease. Automated tracking ensures efficient handling of financial commitments.
User-Friendly Interface
Our CRM's intuitive design ensures easy usability. Minimal training is needed for seamless navigation and feature accessibility.
Features for Customers
“Happy Customer Testimonials”
Frequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.