Life Insurance
Forex Brokerage
Stock Brokerage
Small Banks & Credit Unions
About BSJ Technology
At BSJ Technologies, we offer a fully-featured, cloud-hosted CRM designed specifically for the financial services sector—including life insurers, brokerages, and small banks. Our platform eliminates the need for expensive software licenses or complex installations. Instead, we provide a powerful CRM solution that you simply rent monthly—giving you the freedom to grow without being locked into long-term software commitments.
We understand the daily challenges faced by back-office teams, relationship managers, and compliance officers. That’s why our CRM is designed to simplify workflows, streamline communication, and enhance client engagement—while staying secure, scalable, and easy to use.
Empower your back-office team with
All-In-One Admin Portal
Dashboard & Analytics
Real-time overview of leads, clients, referrers, transactions, and sub-branch counts.
Lead & Client Management
Create, assign, and track leads, maintain detailed profiles and interaction history.
Referrer Program
Monitor referrals, rewards, and performance in one place.
Transaction Tracking
View, filter, and export transaction records across all branches.
Mass Mailing & Notifications
Send targeted campaigns and automated alerts to leads, clients, or referrers.
Back-Office KYC
Streamlined document collection, verification workflows, and audit logs.
Account & Profile History
Full audit trail of changes to accounts, leads, and user profiles.
Sales-Friendly Design
Quick-action buttons, inline notes, and drag-and-drop pipeline updates.
Intuitive Client Portal
Delight your customers with
Personalized Dashboard
A unified view of their account status, open issues, and upcoming tasks.
Referral Center
Easy-to-use referral links and rewards tracking.
Secure KYC Uploads
Guided document submission and instant status updates.
Transaction & Account History
Detailed statements, filterable by date, type, or branch.
Support & Resources
In-app chat, knowledge base, and ticketing for fast issue resolution.
How It WORKS
1. Sign Up
Create your account in under 2 minutes—no credit card required.
2. Configure Your Org
Add branches, user roles, custom fields, and workflows—no coding needed.
3. Import Data
One-click import from Excel/CSV or connect via API.
4. Go Live
Assign leads, launch campaigns, and start tracking performance.
5. Scale at Will
Adjust your plan, add users, or spin up new branches instantly.
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