Sargia Inc.

佐治家株式会社

Solutions

CRM management software for institutional service operations

Provides enterprises and operations teams with customer profiles, follow-up records, pipeline visibility, and collaboration tools that can be integrated into daily service and account-management workflows.

CRM management software for institutional service operations
Reference feeUSD 500.00

Unified customer profiles and interaction records for service teams.

Follow-up workflow tracking with task ownership and reminders.

Shared visibility across sales, support, and operations teams.

Product Features

What this module provides

Customer profile management with contact history, tags, and account notes.

Pipeline and stage tracking for onboarding, follow-up, and renewal workflows.

Task assignment, reminder support, and internal handoff records across teams.

Operational data views suitable for dashboards, exports, and connected back-office systems.

Use Cases

Where it fits

  • Broker and institutional teams need a structured workspace for managing prospects and existing clients.
  • Sales, support, and account teams need shared follow-up records instead of separate spreadsheets or chat threads.
  • Operations managers need clearer visibility into service progress, ownership, and client status.

Integration

Designed for system integration

The module can connect member systems, support queues, internal administration consoles, and reporting dashboards so customer records, service history, and team ownership stay aligned.

Member centerCRM workspaceSupport queueOperations dashboard
UK ICO Registered · ZC143593
Sargia Inc. is a Japan-registered telecommunications business operator and technology company dedicated to developing products and platforms across multiple sectors, including financial technology, digital platforms, gaming, and other innovative ventures.
Sargia Inc. provides software and technology infrastructure services only. The company is not a broker, exchange, or financial intermediary, does not serve retail investors, does not hold third-party funds, and does not execute or match trades.
Finger Trading® and Finger News® are service marks and/or registered trademarks of Sargia Inc. Any supporting documents and statistics will be provided upon request. The trading codes displayed are for demonstration purposes only and are not intended as recommendations.
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Registered Telecommunications Business Operator (Filed with the Ministry of Internal Affairs and Communications)

UK ICO Registered · ZC143593

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