A CRM methodically designed to address the unique challenges of the financial sector.
Month to Month growth in
New Client Acquisition.
Sales review meetings have never been so smooth. Thanks edge CRM for simple and accurate reports.
-Hariprasad Venugopal, Director, Moneyedge Financial
Every little detail, 100% organized.
edge will aid decision-makers to foresee opportunities, bookings in progress, and past wins to simplify setting precise goals for the future and pinpointing productivity bottlenecks.
edge will help relationship managers & distributors to spend less time managing routine tasks and more time interacting with clients. Use edge CRM and experience its credibility at all levels of business hierarchy!
Cloud and mobile-based service with stringent data security
With no compromise on data security, edge has integrated mobile web interface to offer remote access to sales tools, customer databases, and back-end systems with customized access permissions.
edge’s actionable analytics tools will help teams in detecting upsell and cross-sell opportunities,discerning early flight risk signals, and addressing customer pain points.
Insight and Trends
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