TwoCoreX

BC Shetty & Co

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FIN-15WARMNURTURE

BC Shetty & Co

Bangalore · Financial Services

7
Score /10
65%
Confidence
10-25 employees
Basic CRM
MEDIUM intent

Pain Points

1client engagement and billing tracked in individual Excel files per partner
2no system to manage compliance deadlines and reminders for multiple clients
3foreign subsidiary and FEMA clients require document tracking that Excel cannot handle

Buying Trigger

Growing foreign subsidiary advisory practice needs professional client management

Recommended Action

Call and ask how they currently manage compliance deadlines across 50+ clients

Contact Research

Partner / Director

Starter PlanMonthly SaaS
17,000/mo

🎯 Opening Offer (Say This First)

Project build: ₹1,70,000 one-time. Then just ₹17,000/month for hosting + support + updates — cancel anytime.

📅 Annual Deal

Annual support plan: ₹1,70,000/year (2 months free) — includes all feature upgrades + priority support.

Basic CRM for 10-25-employee Financial Services company · Project: ₹1,70,000 · Monthly: ₹17,000/mo