At DataMarts, our Company CRM is specifically designed for financial firms and chartered accountants, providing a comprehensive platform to manage relationships with both prospective and acquired clients. This CRM system integrates essential features to maintain and update key information related to registered companies, ensuring that users have access to the most accurate and current data.
The Filing History interface tracks and records all filings made by companies, providing a detailed log of financial statements, annual reports, and other critical documents.
The Company Profiles interface offers a detailed overview of companies, including their business activities, financial status, and other relevant information.
The Incorporation Info interface provides detailed information about the incorporation of companies, including registration details, incorporation dates, and initial filings.
The Company Officers interface lists the key officers of companies, such as directors and secretaries, along with their roles and appointment dates.
The PSC interface identifies individuals or entities that have significant control over companies, providing transparency and aiding in compliance with regulations.
The Analytics interface offers advanced data analytics tools to provide insights into company performance, trends, and patterns, enabling data-driven decision-making.