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PM-RECORD CRM Overview

PM-RECORD CRM is a specialized financial customer relationship management software designed to meet the unique needs of financial institutions. This platform offers tools for managing client interactions, tracking sales pipelines, and analyzing financial performance. With its intuitive interface, PM-RECORD CRM enables users to centralize customer data, ensuring that all team members have access to accurate and up-to-date information. The software includes features for managing leads, conducting follow-ups, and generating reports that provide insights into client behavior and trends. Additionally, PM-RECORD CRM supports compliance with regulatory requirements, helping organizations maintain transparency and accountability in their operations. By implementing PM-RECORD CRM, financial institutions can enhance customer engagement, improve service delivery, and drive business growth through effective relationship management.

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Contact Details

  • Vendor Name Pro Management
  • Founded
  • Location Netherlands

Support

    NA

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Accounting, Banking, Financial Services, Insurance

PM-RECORD CRM Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management

PM-RECORD CRM Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

PM-RECORD CRM FAQs

PM-RECORD CRM is a specialized financial customer relationship management software designed to meet the unique needs of financial institutions. This platform offers tools for managing client interactions, tracking sales pipelines, and analyzing financial performance. With its intuitive interface, PM-RECORD CRM enables users to centralize customer data, ensuring that all team members have access to accurate and up-to-date information. The software includes features for managing leads, conducting follow-ups, and generating reports that provide insights into client behavior and trends. Additionally, PM-RECORD CRM supports compliance with regulatory requirements, helping organizations maintain transparency and accountability in their operations. By implementing PM-RECORD CRM, financial institutions can enhance customer engagement, improve service delivery, and drive business growth through effective relationship management.

  • No, PM-RECORD CRM does not offer a free version.

  • Yes, PM-RECORD CRM offers a free trial.

  • No, Credit Card details are not required for the PM-RECORD CRM trial.

  • No, PM-RECORD CRM does not offer an API.

  • PM-RECORD CRM supports the following languages:
    • English

  • Following are the typical users of the PM-RECORD CRM:
    • Self-Employed , Small-Business , Midsize-Business