Grow Your Financial Practice with
Financial Services Marketplace
Cashflo-W’s Services Marketplace allows financial service providers to scale their practice effortlessly. Professionals in financial sector can list their services, use the integrated CRM, and easily manage their clients all-in-one platform using Cashflo-W.
Expand. Manage. Thrive. With Cashflo-W
Free & Subscription Based CRM
No cost to join & start using Cashflo-W CRM, pay only to access certain advanced features
Remote Reach
Expand your client base from any location with our CRM, breaking geographical barriers
Scalable Growth
Perfect for beginners to establish networks and manage clients with user-friendly tools
Trusted Ecosystem with Escrows
Advanced payments from clients go to escrows until the service completion, saving you from frauds
Cashflo-W Lead Management Dashboard
- Track and manage leads in real-time
- Reduction in operational workload
Cashflo-W CRM
- Centralize client data, manage easily with CRM and boost productivity
- Whether you manage 5 or 500 clients, scale with our CRM
- Automate repetitive tasks to focus on what you do best
Cashflo-W Marketplace listing
- Showcase your expertise in a large scale marketplace to attract high-value clients
- Reach a broader audience in India's growing financial services market
Cashflo-W ENd-to-End Efficiency
- Manage client acquisition, service delivery, and follow-ups seamlessly
- 65% of financial professionals report improved client acquisition on marketplace platforms
List your services and start growing your financial practice today.
