At SquadM, Customer Relationship Management (CRM) solutions are developed using the latest and the most appropriate technology by our CRM experts. These solutions help enterprises get new customers and retain existing clients by allowing management to track service staff performance and workload, providing an effective and seamless connectivity between customers and staff. The end result is that management can make informed business decisions based on the information and statistics. SquadM's customized CRM is an excellent product that can economically address your Sales Process requirements and help implement your CRM strategy. It not only handles the obvious functions such as contact management, calendar events and scheduling, MS Word integration and email management, but it also can run your marketing campaigns, handle your forecasting, share information with everyone in your business whether local or remote, and much more. Our customized CRM solution can in effect, run your company's marketing and sales functions.

Experience SquadM

SquadM has proven expertise and experience in designing and developing Web enabled/client server applications. We implement two-tier and three-tier / multi-tier client-server applications for Enterprise networks / Intranets. We offer benefits to our clients by Providing GUI / web front-ends to legacy mainframe systems, distributed computing - resulting in faster processing of complex application logic.

Some of the Features SquadM has implemented in CRM for Financial Domain are

• Visual Presentation of portfolio model.


• Full Integration with most widely used financial software.


• Full Security of financial information.


• Simultaneous online viewing with client for collaboration.


• Data migration from Legacy systems like Ez-Data, Advisor Assistance etc.


• Offline Synchronization Application running on laptop.

 Access our current status of clients to know more

Squadm has developed CRM solutions on various technologies.