Sales Portal

CRM & Commission Dashboard for sales teams

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Key Features

Sales Portal is a powerful tool for sales teams and distribution agents. The platform provides a comprehensive view of sales performance, transparent commission management, and specialized CRM features for the financial industry.

  • Specialized CRM for financial investments
  • Real-time KPI & Commission dashboards
  • Agent and affiliate management tools
  • Marketing campaign and sales funnel management
Sales Portal
Note: Seamless data integration with Fund Distribution System (FDS).

Who is this for?

For financial sales teams and fund distribution agents.

Key Benefits

Increase Efficiency

Process automation, reducing processing time and operational costs

High Security

Bank-grade security compliance, comprehensive data encryption

Easy Scalability

Flexible architecture, easy integration and scaling

Related Products

Fund Distribution System (FDS)

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Smart Bundle Investment

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e-AGM Platform

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Ready to digitize your fund distribution?

Schedule a 30-minute demo to discover how RedSolutions helps your organization scale safely and efficiently.

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Sales Portal - RedSolutions