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SharePro CRM

SharePro CRM is the server application that caters to Clients, Branches, APs, Employees, Fund Managers,etc., through the web browser. Built using the latest web technologies and libraries, it is the face of your organization to the outside world. Easy to use, it works intuitively on the browser and the mobile.

 
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Integrated

Provide one password access to everything in your business to anyone.

Intuitive and simple

Easy to learn and navigate, it is simple and intuitive

Multi-window

Dashboard based system with multiple tabs for multiple reports or activities.

Inbuilt LEAD Management

Manage and Import Leads and assign to telecallers or Staff. Record and retrieve history, conversions and incentives. Open-for-all Client Revival system to allow everyone to join business growth.

Front-Office Integration

Create Clients, Dealers, open and block segments, Terminals and live update Omnesys balances. Currently supports Omnesys®.

Payment Gateway Integration

Allow Clients to make online Payments and get Instant exposure if Front office Integration is installed. Currently supports Atom®.

Inactive Client Revival

Allow staff to follow up on Inactive Clients and revive them. Manage incentives.

Client Login

Your Clients login to your backoffice and service portal using their UCC and Password to access the reporting and MIS of all their business with you. Optionally, we can create a Silent Login for you from your front-office engine or your inhouse Client CRM so that your client can straightaway login to SharePro by clicking on a single click. But that is a matter of another discussion.
 

The Web Login provides an excellent tool to your clients to manage their overall Portfolio in Equities and derivatives. This includes :

  • Manage Opening Positions
  • Enter 3rd broker transactions
  • Long-short Capital Gains calculation

Your clients have a one-password access to all your services and products. When a client logs into the system he can access :

  • Securities, Derivatives, Currency
  • Commodities
  • DP Holdings and Ledgers
  • Across Segment Accounting ledgers
  • PMS Reports
  • NBFC Positions

The system, by default, does not make automatic payout of funds to clients maintaining a Running Account with you. A client can however make a specific request for funds payout from his web login. Such a request is:

  • Processed automatically by the system
  • Has a validity of 48 hours
  • Actions send online intimations

Your client can view scanned images, Signatures, or even PDF files from your backoffice login.Use this to publish:

  • KYC Documents in Trading and DP
  • Signatures
  • DP POA Signatures
  • Any PDF or Image that you want
The CRM Dashboard itself provides your client of the overall picture of his positions with you in terms of Finance, Margin Deposits, DP Holdings, SPAN Margin Requirements, Accrued Charges. Not just that, the dashboard provides zoomable reports on a Click. By all means, your client need not go any further for more information.
 
The system doubles up as a personal scheduler for your Client.
 
A client can request change of his eMail ID and cell numbers from the web login itself. The requests are processed by the Head office and approved for updates.
 
A client can not only refer new clients to you, but can even track the accrued Refferral Brokerage for the month right from the Dashboard.
 

For brokers using the Live RMS system, the clients can view their positions and trades in realtime giving them upto-the-second picture of their investments:

  • Live Trades
  • Live Net Positions
  • Live SPAN Requirements
  • Live Notional P/L
The CRM is available to all your Clients straightaway on their mobile phones. They can now check their positions, even realtime positions, while on the move.
 
A group of family members can be given a Group Login. A single login view of all family accounts with you.
 
Your client can access the last eMails and SMS sent by you, including any digitally signed Contracts or reports sent by you right from the Dashboard.
 
 

CRM Login

CRM login is for those whose work directly involves bringing new business or directly servicing the Clients. They could be Directors, Partners, APs, Branch Managers, RMs, Sales Representatives, Tele-callers, etc. The idea is to chart a Hierarchical structure of your people in a manner that people are placed directly under their bosses. For instance, a Branch manager could have many Sales Representatives directly below in the hierarchy. The Branch Manager and his SRs can now have Clients directly mapped to them to show the business brought in by them. Once this structure is properly laid out, SharePro CRM becomes an invaluable tool for you and your team to evaluate and control the business generation by their teams. The interesting part is that even your Business Partners could hire independent teams to get business, and each team member could be given an independent CRM UserID.
 

You and your team members view the business performance of their downline in a structured manner. The figures include AUM which reflects the quality of the Clientelle built by your team members. Remember, that each figure is zoomable to its detail.

  • Direct and Indirect Brokerage earned
  • Payouts against
  • Direct and Indirect CTC
  • Net Performance
  • AUM
A CRM user can provide one-click servicing to any client using the “Client Info” tool which gives all information about a client in a single window.
 
Branches, APs and CRM users can provisionally enter the details of cheques received from clients along with their scanned copies. These entries are verified by the HO and then incorporated in the system. A Huge time saver.
 
If pemitted, a branch user can feed in DP Instructions deposited by your clients to the Branch. These instructions are approved by the checkers at HO for inclusion in the system.
 
CRM users can record and manage Prospects using the system. These prospects are accessible by the upline in the hierarchy. The user can even generate eMails/SMSs to follow up with the leads.
 
 
Sales team members can maintain Sales and follow up appointments in the system. Managers can monitor these appointments and even inject them into the downline.
 

AP Login

Your Branches and Business Partners also login to the CRM system to access all the information pertaining to their Clients with you.
 
 
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