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Case Studies - Finanical Enterprises

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USM-Account Manager:

Small & Medium Financial enterprises do not have fund management system in place & always struggle with temporary management system or manually in other places. We have brought for you a global platform to manage complete banking, Accounting & Billing system with all other several features such as payroll & Inventory Management along with 45+ audits reports.

  • Manage & Track fund investments
  • Manage bank loan or other type of loan
  • Manage Credit accounts
  • Manage Debit Accounts
  • Manage Fund investment Interest

USM-Lead Manager:

  • Do not loose even a single lead
  • Track Performance of the Sales Team
  • Track Conversion rate
  • Track Follow-ups of Leads by Sales Team
  • Analyse Real time reports of your Business
  • Auto SMs & Email alerts to Lead just after enquiry to greet them
  • Auto Welcome email to customer
  • Send quick Quote to the customer/Lead