Services

1. The versatile nature of financial CRM loaded with advanced tools provides growth.
2. The lead management system helps in boosting the lead generation remarkably.
3. The automated workflow is made in a way that it discards any manual task, all of the workflow- related tasks could be done with our financial CRM with ease.
4. This empowers the financial consultants & Advisor to manage clients, policies, and investments effortlessly. Shiven Enterprises, make sure that there is an all-round performance considering safety, insurance, accuracy.

A centralized system keeps all the customers in one place, this makes it easier to access and use it. Our centralized system helps the business to track customer interactions since it is connected, making the team work better and saving the overall time with the help of automation with Shiven Enterprises’s CRM, the consultants are empowered by having all the tasks like managing customer policies, loans, and documents in one place. The user interface makes it possible to access all the features at once. And thus making the process streamlined and smooth. This makes the entire process efficient and time is not wasted on unnecessary involvement of gathering different features from different platforms.

Our CRM is capable of doing tasks like financial calculations, managing notifications and Thus you stay upgraded without missing important details along with the accuracy of the financial details.