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Description
Finosoft delivers an innovative, user-focused omnichannel CRM solution tailored specifically for brokers, aiming to transform the back office operations within the brokerage sector. This cutting-edge integrative platform empowers brokers with comprehensive control over their CRM requirements, ultimately leading to improved management and outcomes. Concentrate on the essential aspects when they are most critical to your success. The system features an advanced multi-layer lead management tool that incorporates high-performance segmentation and automated calling capabilities. We prioritize enhancing client management effectiveness by utilizing complete customer profiles, streamlined workflows, and real-time trading updates. Additionally, users benefit from a versatile payment system that accommodates various offerings, alongside an intuitive document management system that includes an automatic and secure document verification process, ensuring compliance with regulatory standards while maintaining a 100% secure, permission-based framework. Finosoft harnesses the potential of technology to benefit our clients significantly. With unparalleled business intelligence solutions designed for brokers, we drive increased efficiency and simplify processes that truly matter in the industry. By choosing Finosoft, brokers can expect not only enhanced operational capabilities but also a partner committed to their success and growth.
Description
Kleeto provides comprehensive information management solutions, specializing in the creation of intelligent documents tailored for modern businesses. Our platform allows for the complete digitalization of documents while safeguarding data integrity, enabling efficient searches through an advanced keyword indexing system. Users can design customized workflows that align with their specific business needs, further enhanced by our innovative automation technology. Our multi-layered encryption guarantees robust security for all data processes, while access to sensitive documents is strictly limited to authorized personnel only. With our powerful search capabilities, finding, retrieving, and organizing documents is as easy as a simple mouse click. The intuitive, well-structured interface promotes full accessibility and mobility, fostering a cohesive organizational culture that streamlines data recovery, sharing, storage, management, and retrieval. Additionally, our enhanced lifecycle management significantly transforms the enterprise content management landscape. We stand firm in our commitment to document security by implementing multi-layer protection strategies that provide peace of mind for our clients. Ultimately, Kleeto aims to revolutionize how businesses manage their information, ensuring efficiency, security, and effectiveness at every step.
API Access
Has API
API Access
Has API
Integrations
Solitics
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Finosoft
Website
www.finosoft.com
Vendor Details
Company Name
Kleeto
Founded
2009
Country
India
Website
www.kleeto.in/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
