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Manage your business with Strategy One CRM!
The entire lifecycle of the client
The application gives access to the full-length information on the status of current clients, from their personal interest on out to the conclusion of a transaction. In a few clicks, you can get reports on the sources and the financing process.
Interaction with the platform
The service allows you to perform various trading operations through the Strategy One CRM and without using a trading terminal. The manager can communicate with the client, send him signals, make transactions.
Depending on the level of the position and the management of the company, the application shows information about business processes, confidential client data, the work done by each employee.