Financial CRM Software

Octalsoft online project planning and project accounting system is workflow-driven and replaces the spreadsheets and Band-Aid applications that leave your project-driven work force and processes disconnected. With work breakdown structures to mirror the way you do business, Octalsoft allows you to easily map your projects to your corporate structures: Capture and track project data at any level of detail, mirror every business operation area with distinct functional and approval hierarchies, and summarize or drill down into your project workforce financials.

Octalsoft is the perfect online financial CRM Software to align your projects and workforce with your business goals. Financial Sector is a broad term that includes banks, investment banks, insurance companies (including brokerage, underwriting and reinsurance) and credit card companies for example. You will also find Virtual Banking, Commercial and Private Banking in this category. Financial Services in this sector include stock brokerage services, wealth management, asset and custody services.

Octalsoft Financial CRM Services Software offers customers an opportunity to assess, streamline and improve:

• Methods of analyzing customer behavior and incorporating business intelligence strategies
• Collaboration with customers on multiple communications channels
• Collaboration between organizational team members to ensure a quality customer service experience and follow up
• Front and back end integration
• Workflow and assignment processes
• Operational activities with the automation of basic business processes (sales, marketing, service)

As a leading Customer relationship management (CRM) Software Company in Washington DC,MD, and VA area, Octalsoft has executed a number of projects in  Enterprise Solutions - ERP, CRM, SCM, HRMS, Online Project Management Software Packages, Workforce Development, Services Oriented Architecture (SOA), Business Intelligence systems, complex website design, Software as a Service (Saas), System Hosting and Database Administration (DBA) services etc.,