Fund Manager Software Settings

To configure your Fund Management CRM, use the Software Settings. You may handle thousands of capital investment partners in your capital asset management company.

1] Login to the Fund Management CRM Software as an Admin

2] Then go to Fund Management CRM Software Settings 

3] On this page you will see different settings options to manage your software a] User & Access Management

b] Studio Management

c] Communication Templates Management

d] Other CRM Software Management Settings

e] All Settings at one place. Including those which can be used for future customization.

Basically, we have kept extensive features during the development process. The list to manage these settings can be found below. It will serve very important to anybody who would like to have few more settings added to their Fund CRM to make it more unique to suit their capital asset management business with multiple capital investment partners. Therefore, we have added a documentation that includes each and every setting within. It will give you an over all idea of how to manage the current CRM System.  However, it will help you to visualize further customizations in the direction to expand your other necessary requirements.Furthermore, each business is unique and therefore we are always happy to serve our clients.  Since with customization request they make maximum returns on their software use. Undoubtedly, the document below will explain you that how you can manage your Fund Manager Software to make it work for you in a best and most efficient way.

Find more about CRM Settings and how to implement it as per your requirements into your capital asset management business to manage multiple capital investment partners.