Financial CRM

Fully-Customizable
API-Compatible
Live Analytics
Drilldown Reporting
We currently provide CRM solutions for a variety if different verticals, and once we understand what you need to push your business to the next level, we’ll add that to our list. Whether you need custom design, API integra
We currently provide CRM solutions for a variety if different verticals, and once we understand what you need to push your business to the next level, we’ll add that to our list. Whether you need custom design, API integrations, live analytics or reporting, we will make sure that your CRM is optimized for you.

globeclicks-crm-finance

Our Financial CRM was built as the foundation to our FinTech Platform. We have created a superior tool used by hundreds of clients and employees to manage multi-million dollar financial operations.

  • Customer Management
  • Website Content Management
  • Roles & Permissions
  • Asset Management
  • Asset Execution
  • Advanced Reporting & Analytics

We believe that any CRM must be customized for your business, and for the industry you are operating in. We have successfully built and optimized our Financial CRM based on real-life scenarios for hundreds of fintech products, and we are confident we have a great starting point for YOUR CRM.

  • Dashboards
  • Customers
  • Billing
  • Reports
  • Campaigns
  • Funds
  • Roles & Permissions