Home First Finance Company India Limited 'RM Pro' App is one solution for all the problems of our RM face while OnBoarding and managing their Leads, Contacts, Opportunities, etc.
Features:
-- A-Z On-Boarding for easy guided step by step journey to onboard a new customer.
-- Create and convert a new Lead in one step.
-- See all your Opportunities, edit/update them from one place.
-- Do KYCs and upload all document images for each opportunities.
-- Upload Residential and office images directly from the opportunity details.
Features:
-- A-Z On-Boarding for easy guided step by step journey to onboard a new customer.
-- Create and convert a new Lead in one step.
-- See all your Opportunities, edit/update them from one place.
-- Do KYCs and upload all document images for each opportunities.
-- Upload Residential and office images directly from the opportunity details.
Show More