inancial services gives a 360-degree view of all operations. Our ERP solutions support a good range of types of industries including the financial services sector. Our business software solutions have been successfully assisting number of financial and banking related industries since decades.
Manually managing leads from 15 different platforms is not just time-consuming—it’s a barrier to growth. Every minute spent juggling leads is a missed opportunity to connect with prospects and close deals.
Manually qualifying leads is time-consuming and inefficient, taking valuable time away from closing deals. Sorting through data, verifying prospects, and transferring leads can slow down your sales pipeline.
Your leads won’t wait—slow responses mean lost opportunities! In today’s fast-paced market, immediate engagement is the key to higher conversions.
SMS gets blocked by DND, and emails often go unnoticed—but WhatsApp marketing delivers real engagement and higher conversions .
Chasing the wrong leads can drain your team's time and effort—working hard without results. Without clear visibility, it's easy to miss high-potential opportunities .
Your existing customers are your most valuable asset—they already trust you, making them the easiest source of future revenue. Instead of constantly chasing new leads, focus on maximizing repeat sales and upsells .
Targeting fresh leads can get you deals, but consistent retargeting is the secret to explosive growth prospects don’t buy on their first interaction—but that doesn’t mean they’re a lost opportunity.
RSoft CRM automatically enriches your data and keeps records up-to-date by syncing with a database of business.
CRM+ helps to identify the qualified Leads and make the brief record of communication between the customer .
RSoft CRM with leads are directly integrated from the application portal with Call recorder .
Restricting read-only or read / write access for records based on Hierarchy level.
To Remind Scheduled followups for appointments, Approvals and preplanned activities to make stronger .
Trading account opening with EKYC and KYC doc submission, approvals & PAYIN processes and Tracking done with CRM.
Track all the User based login activities and Branch wise login activities with Stock Brokers CRM.
Stock Brokers CRM Analyse and Findout the Best Return on investment(ROI) campaign .
Analyse your leads, quotes,tasks, Product, Branch wise analytics and complete process .
We are proud to be regarded as a
trusted leader in the CRM industry. For over 25 years,
RSoft has earned and kept the trust of
over 5000+ businesses.
From streamlining operations to
boosting overall efficiency, our Real Estate CRM
has delivered exceptional service to all
our clients. But don’t take our word for it, but
check out the success stories shared by our
valued customers.
The team has been very good when it comes to timely delivery and understanding of the requirement.
SalezRobot reporting system is extraordinary, and my management is happy with it. We have been using it for almost 3+ Years now, and quite comfortable.
I recommended SalezRobot to all my Real Estate colleagues; SalezRobot is simple yet powerful.
We are unable to run our business without SalezRobot, and it's a part of our business now.
We are able to manage multiple projects seamlessly with SalezRobot. The team is able to fulfill our requirements with ease.
SalezRobot software and the team have been helpful since the day of changing from another software. It works like a breeze, and they understand the real estate business very well.
Here’s why we stand out from the
crowd and our due recognition for the
innovation and excellence we pioneer in the industry.
Do you have a question? We're here to help! If you don't find your question here, please contact us using our Contact Page.
RSoft CRM is a specialized customer relationship management (CRM) software designed for stock broking companies. It helps brokers manage leads, onboard clients, automate communication, and streamline operations to improve efficiency and client engagement.
RSoft CRM automatically captures leads from multiple sources such as websites, WhatsApp, social media, and trading platforms. It tracks lead interactions, automates follow-ups, and prioritizes high-potential investors for better conversions.
Yes, RSoft CRM simplifies the onboarding process by automating KYC verification, document management, and client approval workflows, ensuring a seamless experience.
Absolutely! The CRM allows you to send real-time market alerts, stock tips, trade confirmations, and personalized investment recommendations via WhatsApp, SMS, and email.
RSoft CRM offers automated follow-ups, portfolio tracking, and engagement tools like reminders for renewals, personalized investment advice, and real-time trading updates to maintain strong client relationships.
The CRM enables brokers to segment clients based on investment behavior and send targeted promotions for premium services, investment plans, or portfolio diversification opportunities.
Capture, nurture, and manage your clients effortlessly with automated workflows and real-time alerts.
