SAFEinvest Saarthi
Android app by SAFEinvest. Productivity · SAFEinvest
- Store rating
- Unknown
- Store rating count
- Unknown
- Download price
- Free to download
- In-app purchases
- Not listed in captured metadata
- Version
- 1.0.0
- Listing last refreshed
- 2026-09-17
View the original store listing
Store description excerpt
SAFEinvest SAARTHI APP is a productivity and operations management app designed to streamline workflows, improve task coordination, and enhance organizational efficiency. Features: - Leave Management: Submit leave requests, track leave balances, and view approval statuses in one convenient place. - Task Tracker: Create, assign, and monitor tasks with real-time updates to ensure effective project management. - CEF Access: Complete and manage customer enrollment forms easily and securely through digital workflows. - CRM Functionality: Track client interactions, schedule follow-ups, and maintain strong customer relationships. - Logistic's Inward , Outward Entry Report. - Claim MIS Report. - CRM Dashboard : This feature empowers FPDs to monitor engagement effectiveness, identify improvement areas, and maintain operational discipline on their groups and details. - Group Persona About SAFEinvest : SAFEinvest is a leading Financial Products Distributor with over 20 years of experience in the Indian financial sector. We are committed to delivering high-quality services with a "Customer First" approach. VA FiNANCIAL PRODUCTS DISTRIBUTION LLP (ARN - 129800) AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
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