Role-based access
Professional functionality is provided according to the relevant role, service and authorised permissions.
Professional Services
Built for professionals and organisations
Investor Setu can support professional participation through controlled, role-appropriate services and a developing CRM environment.
CRM pre-launch
Tell us what your business needs.
Before the CRM officially launches, eligible professionals can register their business information and describe the CRM they need. The requirement you provide is the business input used to plan the appropriate CRM structure.
First 100 eligible professionals — 6 months free; next 400 — 3 months; next 500 — 2 months.
These are counts of professionals receiving each free period, not employee counts or CRM positions. There is no employee-count limitation on the pre-launch registration form.
Professional CRM Pre-Launch Registration →Responsible use
Professionals remain responsible for accurate information, lawful activity, required registrations and appropriate use of customer information.
Controlled information
Investor Setu applies minimum-necessary disclosure and protects confidential platform and operational information.