BajajCapital SuperRM

What’s New

- Easily manage your client contacts & appointments. Enable SMS and Email notification for appointments, reminders & follow-ups.

- Jot down and capture meeting notes in a single click

- In-app calendar to plan your day and other activities with follow-up and reminder feature

Features:

- Manage your client data on the go

- Stay updated with real-time flow of information and leads tracking. All lead details are in one place.

- Dashboard view of detailed reports of calls, meetings, and tasks.

- Highly interactive, user-friendly interface that syncs your data across all devices.

- Locate your nearby clients & carry your sales data on the go.

- Plan your workday by having an overview of your scheduled activities

- View your recent activity and continue your journey

- Have access to Client Portfolio Report directly and manage transactions

- App notifications will be sent to you for reminders, contact the lead directly in one click

App usage note -

The usage of this app is restricted to employees of Bajaj Capital. Other users may, however, use this app if they have the invitation from Bajaj Capital to use it via valid login credentials. Anyone else will not be able to use the app.

Write to us for a demo, feedback & enquiries at [email protected]