Stock Broker CRM for Sales Growth

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The Right CRM for all Financial Service Providers

Trusted by Indian sales teams who sell to Indian customers

Trusted by Companies

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Auto-lead capture

Auto-lead capture

Because manually managing leads from 15 platforms is a waste of time that can be used to grow your business

  • Effortlessly get leads from everywhere in one place
  • Contact leads faster
  • Close more deals

Auto-lead qualification (Google form)

Auto-lead qualification

Because it requires a lot of effort and time to qualify leads manually

  • Automatically capture and import qualified leads from various platforms like Google forms to CRM

Send Auto-WhatsApp Welcome Msg

Send auto-WhatsApp welcome message

Because your leads don't want to wait

  • Instantly send them options with automatic WhatsApp messages
  • Drive them to the relevant pages
  • Close deals on automation

WhatsApp broadcast blasting

WhatsApp broadcast blasting

Because SMS does not pass DND and nobody reads emails. But... WhatsApp marketing gets results

  • Send WhatsApp marketing blasts to your leads
  • Capture interested leads' replies
  • Automatically distribute and start calling campaigns on those leads

Ecommerce Integration

Ecommerce Integration

Provide a premium experience and turn your buyers into fans!

  • Capture leads from woocommerce and other eCommerce platforms directly into CRM
  • Run calling and WhatsApp retargeting campaigns to upsell and increase revenue

Lead pipeline management

Lead pipeline management

Because when you focus on the wrong leads, your team can work super-hard without any results

  • Lead history/statuses - Track each interaction with every single lead on one timeline
  • Effortlessly manage your lead communication and sales pipeline

Upsell management

Upsell management

Because your existing customers are your biggest source of future revenue

  • Easily filter your customers based on the product they purchased and the date of payment
  • Run targetted promotions and calling campaigns to make more money without convincing new people

WhatsApp Retargeting

WhatsApp retargeting

Because targetting fresh data will get you deals, but proper retargeting can give you rapid growth

  • 90% of the people don't buy in their first interaction
  • Retarget them through WhatsApp and maximize your conversion

All these 6 parts combined form the user journey, and TeleCRM is the only CRM that helps you take the best care of your customers, and deliver top-notch experience across the entire user journey, making it the one simple place for your entire stock sales workflow.
  1. Lead Management: Easily manage all your leads till they become customers. Capture your leads with all major integrations, and complete lead history in one place.
  2. Team management: Your sales grow when your entire team aligns and works for a single goal. With automatic call tracking and recording, incoming calls logging, follow-up reminders, etc, that's exactly what TeleCRM helps you achieve.
  3. Sales growth: Turning more and more leads into customers with auto/power dialer, WhatsApp follow-ups, and WhatsApp marketing.
  4. Retention: Make sure the people you have sold, keep paying you by creating the best experience for all your customers.
  5. Upsell/cross-sell: Make sure that those customers keep coming back to you to buy other services from you.
  6. Referral: Make sure that those customers bring you more customers.

Stock broker CRM software is a customer relationship management system specifically designed for stockbrokers and financial advisors. It helps them to manage and improve their interactions with their clients, including tracking client information, managing transactions and analyzing market trends, all from a single platform.

There are several advantages of using stock broking CRM software, including:
  1. Sales growth: Stock broking CRM helps you eliminate lead leakage, missed follow-ups, duplicates, errors, miscommunication, and time wastage... basically all the things that stand between you and business growth.
  2. Centralized data: Stock broking CRM helps you integrate all the different sources of your leads - FB/Google ads, old excel sheets, leads from other platforms, etc. and manage all your data and sales workflow from one place. Also, you can easily score leads, and add them to labels, so that you can segment and find important leads with just a few clicks.
  3. Better teamwork: CRM comes with tools like auto-dialer, and call reminders, that help your team members become faster and more productive. It also helps you to track and reward high-performers, and train & improve the people who are lagging.
  4. Better customer experience and retention: CRM comes with tools and automation to ensure that your customers are never stuck and helpless even when your team is sleeping. You can instantly connect with leads with WhatsApp welcome messages, automatically engage and guide them to purchase with WhatsApp chatbot and improve the overall customer experience. This makes sure they never even think of leaving you. Creating sky-high customer retention rates for you.
  5. Peace of mind for business owners and managers: CRM helps you to automatically monitor team members and make sure they are doing their work properly without watching them all the time. It also helps you keep a log of all the conversations so that you are never clueless when some miscommunication or emergency happens.
  6. Better automatic reports: CRM automatically generates real-time actionable reports that help you understand in one glance, which campaigns are doing well, which ones need improvement, also exactly what needs to be improved.
  7. Complete control of your data and workflows: CRM puts the control back into your hands. You can edit simple settings to control who can view, edit, or act on which leads, what actions can they perform, what reports and filters they can access, etc. Making sure that only you have complete control of your data and business.

Yes, you can import your existing stock-broking sales data from excel directly into TeleCRM. Also, you can customize the CRM with custom fields for stock broking like portfolio size, investor type, expected rate of returns, risk appetite grading, etc., or any other fields as needed for your business.

Stock broking companies need CRM for several reasons, including:
  1. Improved customer management: Stock broking CRM software allows companies to store and organize customer information in a central location, which can improve customer service and increase customer retention.
  2. Increased efficiency: Stock broking CRM software automates many of the tasks associated with sales, such as lead management, contact management, lead nurturing, reheating, outreach and sending reminders, etc. which can improve the speed and accuracy of sales executives.
  3. Mobile access: It allows your team to access the CRM from mobile devices, which enables them to access the customer data and perform their job from anywhere on the go without depending on the availability of a system.
  4. Customizable automation: TeleCRM software is customizable and can be tailored to the specific needs of the company. For example, you can send WhatsApp reminders for follow-ups to team members, manipulate lead scores based on activity, automatically schedule appointments, and automate other day-to-day work to save time and money.

The key features of stock broker CRM software include:
  1. Customer calling management: Stock broking CRM comes with an autodialer for fast calling, reminders so your callers never miss follow-ups, call tracking to see exactly what each team member is doing, and automatic call recording to track and log every conversation.
  2. WhatsApp messaging: Connect with customers where they are and make sure that every follow-up message is seen. You can save templates and send personalized messages with one click, use official WhatsApp API to send bulk updates and marketing messages, and provide support to leads and customers with automated WhatsApp chatbots.
  3. Integration and lead capture: Get all your leads from your website, Facebook/Google ads, WhatsApp, and 20+ other platforms in one place without doing anything at all.
  4. Automation: Do all your repetitive tasks with 100% accuracy and save tons of time. Send WhatsApp welcome messages to leads, auto distribute and assign leads to team members based on predefined logic, schedule automatic renewal reminders, and birthday wishes to stay in touch with leads and set up WhatsApp drip marketing to engage and convert leads on automation.
  5. Tracking and analytics: to help you measure what matters So that you can take the right actions to improve your workflow and grow your business. Track, monitor, and incentivize your team's performance. Get accurate tracking for calls and sales numbers, and generate custom reports to find actionable insights in real-time.