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A CRM built for financial services.

A specially-developed Microsoft Dynamics CRM Template based on years of experience in the finance sector.


Work more efficiently with CRM

Connect to a new world of efficiency by optimizing all your customer-oriented business processes.

View features

An out-of-the-box custom solution

A one-size-fits-all approach doesn't work when it comes to getting the most from your CRM. Due to the high level of complexity, it is impossible to achieve significant time and cost savings by developing an individual solution. Out-of-the-box options may seem cheaper, but these tools quickly reach their limits when you attempt customization.

Only with frameworks – such as those offered by Microsoft Dynamics CRM – can we be in a position to provide individual solutions at economically feasible costs. We believe that this is the only way to successfully implement CRM systems.

We develop creative solutions based on our fundamental belief that technology is the means to streamlining business processes and achieving strategic success.

Microsoft Integrations

Benefit from a seamless solution that is quick to install, can be tailored to your company’s needs, and is easy to maintain. Integration into the familiar working environment of Microsoft Office will ensure a high level of acceptance with your employees, thus providing the optimal basis to ensure they will be happy and productive working with the CRM software.

With the cleversoft Financial Services Template, we have the leading industry solution for the financial sector. By integrating SharePoint as a document management system with further interfaces (e.g. to portfolio management systems) your CRM can serve as the central application in your company.

Process Optimization

We use systematic analyses to define customer-specific product requirements, then develop effective and secure process chains to optimize your process as we implement.

Financial Services CRM Features

SharePoint Integration for Document Management
Automated dispatch control and detection of all routes to customers
Integrated KYC checks and customer on-boarding
Telephone integration
Audit trails and four eyes principle
Contract Management
Investment Profiles  
Suitability Checks & Reports
Standardized APIs for core banking and portfolio management systems (e.g., PSplus, iComps, Banqpro, Tambas, and more!)
Available in all languages
plus 中文!

Book a demo with René to discover how CRM works.

René Blaschke
Managing Director, cleversoft CRM Services
Book a demo →

Financial Services CRM

A modular and flexible CRM platform, built for financial services experts.

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