Financial Services
(+91) 9876543210
(+91) 9876543210
Build stronger client relationships for your financial practice
Manage all your client portfolios and never miss an important financial milestone. 💰 Our secure system helps track client meetings, investment progress, and follow-ups that build trust. Used by financial advisors across India to grow their business. 📈
A Journey Worth Sharing
How one Financial Services business found a better way to work
- 📅 Forgot ITR due dates for multiple clients
- 📎 Misplaced PAN cards, Aadhaar, or income proofs
- 📞 Clients keep asking for file status
- 🧠 Entire status in CA's head — risky if he’s absent
- 📉 No idea which client pays late every year
- ✍️ Manually entering tax values into Excel
- 💼 Paper files eating up the whole office space
- 🔐 Clients sending documents on WhatsApp
- 🤷♂️ Client gave cheque but can't find record
- 📞 Chasing clients during filing season
- 📚 Can’t track mutual fund or SIP clients
- 🧾 Bank loan applicants missing one or two papers
- 📤 Sent invoice but client says not received
- 🧍 Office staff confused between clients
- 💬 Notes written on paper or spoken, then forgotten
- 📎 Audit documents mixed with GST folders
- 📞 Complaints about delayed service
- 📊 Don’t know which service is most profitable
- 🧾 Staff raising wrong bills or duplicate entries
- 📤 Lost track of how many clients were referred
- 🗓 Auto-reminders for ITR, GST, TDS — sorted by client type
- 📁 All KYC documents uploaded client-wise and tagged properly
- 📲 Share file update in seconds with timeline remarks
- 👥 Team can access status, notes, tasks with permission
- 📊 Year-wise payment history visible at one glance
- 🧾 Client data stored — reused each year without retyping
- 📦 Move to clean digital files searchable by name, PAN, date
- 📤 Secure upload link shared with expiry control
- 💰 Receipt attached directly to the file under payment log
- ⏰ Follow-up reminders auto-scheduled for pending items
- 📈 Track SIP, lumpsum, policy dates and renewal reminders
- 📋 Checklist per loan type — send and track missing items
- 📄 Invoice log with date sent, viewed, pending
- 📲 Search by name, phone, file no., and get full profile
- 📝 Save every discussion note under client timeline
- 📂 Separate folders per year, per service type, per client
- 🧾 Task tracker shows pending, in-process, done per file
- 📈 Reports show income by service — GST, audit, finance, loans
- 🔐 Role-based billing access with approval system
- 👥 Referral tracking shows source, value, and incentive given
Earlier, we kept documents in folders, PAN details in Excel, and notes on paper. Now, all of it — from enquiry to investment to payout — is inside the CRM. Quietly organized.
- • KYC, income docs, agreements — everything linked
- • Timeline shows client lifecycle clearly
- • No missing files, even after years
Clients don’t always respond the first time. We used to forget who to call again and when. Now, reminders are built in. The system tracks it, we just act.
- • Follow-up tasks linked to each lead
- • Gentle nudges via WhatsApp/SMS
- • Keeps things moving without sounding pushy
Earlier, one staff member kept the update. If they were on leave, no one knew the status. Now, anyone can open the CRM and see — what’s pending, what’s approved, and what needs attention.
- • Application stages clearly marked
- • Uploaded docs and comments saved
- • Better teamwork, fewer delays
Income tax filings, LIC renewals, SIP cut-offs — we used to chase them last moment. Now, we get alerts well in advance. Clients also get notified, and we work more peacefully.
- • Custom alerts for every due date
- • Linked to client profile
- • No last-minute rush, no missed deadlines
Client data is sensitive. Now, I assign access role-wise. Juniors see leads and follow-ups, seniors access documents. Everyone has what they need — nothing extra.
- • Role-based permissions
- • Each login has clear access limits
- • Keeps data safe and audit-friendly
Many clients ask the same thing twice, or forget earlier discussions. Now we log key points after every meeting or call. Next time, we refer back — and it builds trust.
- • Call and meeting notes saved
- • Past files and quotes easy to find
- • Shows the client we remember them
Our collection team used to make notes on diaries. Now, every EMI due, bounce, or collection status is inside the CRM. We can see who paid, who’s due, and what to do next.
- • EMI dashboard by client and loan
- • Bounce tracking and collection logs
- • Faster recovery with cleaner process
Whether it’s compliance check or internal review, now we just export client-wise reports. Everything’s already tagged, uploaded, and date-marked. Audit feels like just another task.
- • Report download by PAN, loan ID, or client name
- • Document audit trail available
- • Saves time and keeps us audit-ready
Earlier, 30% of my day went into finding past records or checking statuses. Now I spend that time analyzing goals, explaining options, and actually helping clients make decisions.
- • All client data in one screen
- • Less admin, more financial consulting
- • Makes me more valuable to clients
This was a fear. When someone left, their WhatsApp chats, notes, and pipeline would vanish. Now, everything is company-owned. New staff picks up smoothly.
- • Staff actions logged under their ID
- • Leads and progress stay in CRM
- • Business continuity without stress
Earlier, we kept documents in folders, PAN details in Excel, and notes on paper. Now, all of it — from enquiry to investment to payout — is inside the CRM. Quietly organized.
- • KYC, income docs, agreements — everything linked
- • Timeline shows client lifecycle clearly
- • No missing files, even after years
Clients don’t always respond the first time. We used to forget who to call again and when. Now, reminders are built in. The system tracks it, we just act.
- • Follow-up tasks linked to each lead
- • Gentle nudges via WhatsApp/SMS
- • Keeps things moving without sounding pushy
Earlier, one staff member kept the update. If they were on leave, no one knew the status. Now, anyone can open the CRM and see — what’s pending, what’s approved, and what needs attention.
- • Application stages clearly marked
- • Uploaded docs and comments saved
- • Better teamwork, fewer delays
Income tax filings, LIC renewals, SIP cut-offs — we used to chase them last moment. Now, we get alerts well in advance. Clients also get notified, and we work more peacefully.
- • Custom alerts for every due date
- • Linked to client profile
- • No last-minute rush, no missed deadlines
Client data is sensitive. Now, I assign access role-wise. Juniors see leads and follow-ups, seniors access documents. Everyone has what they need — nothing extra.
- • Role-based permissions
- • Each login has clear access limits
- • Keeps data safe and audit-friendly
Many clients ask the same thing twice, or forget earlier discussions. Now we log key points after every meeting or call. Next time, we refer back — and it builds trust.
- • Call and meeting notes saved
- • Past files and quotes easy to find
- • Shows the client we remember them
Our collection team used to make notes on diaries. Now, every EMI due, bounce, or collection status is inside the CRM. We can see who paid, who’s due, and what to do next.
- • EMI dashboard by client and loan
- • Bounce tracking and collection logs
- • Faster recovery with cleaner process
Whether it’s compliance check or internal review, now we just export client-wise reports. Everything’s already tagged, uploaded, and date-marked. Audit feels like just another task.
- • Report download by PAN, loan ID, or client name
- • Document audit trail available
- • Saves time and keeps us audit-ready
Earlier, 30% of my day went into finding past records or checking statuses. Now I spend that time analyzing goals, explaining options, and actually helping clients make decisions.
- • All client data in one screen
- • Less admin, more financial consulting
- • Makes me more valuable to clients
This was a fear. When someone left, their WhatsApp chats, notes, and pipeline would vanish. Now, everything is company-owned. New staff picks up smoothly.
- • Staff actions logged under their ID
- • Leads and progress stay in CRM
- • Business continuity without stress
Curious Minds Ask, We Answer
Yes. You can save every inquiry with details like loan type, document status, and follow-up date — nothing slips through the cracks. 🧾
Definitely. You can track each investor, their plans, contact history, and renewal schedules. Keeps everything sorted and timely. 💹
Yes, auto-reminders can go to clients, and internal alerts come to you. Never forget a due date again. 🛎️
You can upload KYC, PAN, salary slips, and track who submitted what. Helps in fast processing and less back-and-forth. 📁
100%. Whether you’re a team of 10 or working alone, it helps keep you organized, smart, and consistent with your clients. 😊
You can track all under one profile — which agent handled what, status, and timeline. No confusion, even years later. 🔄
Yes. Field agents can update client visits, upload docs, and even mark interest or rejection on the spot. 📲
Yes. For each client, you can set financial year, task stage, and upload documents. Perfect for tax filing seasons. 📆
Absolutely. You’ll have a clean record — payment logs, documents, communication — ready to show anytime.
Yes. You can automate birthday wishes, policy renewal alerts, and relationship messages. Keeps your client connection strong. 💌
When you provide clean, timely service and personal touch, clients refer more. This tool helps you maintain that quality at every step. 🤝
You can set retry schedules, log each follow-up, and assign team members to try later. The system keeps things moving silently. 🔄
Yes, you can manage multiple service types, tag each deal, and even filter reports separately. One screen, all control. 🔍
Yes. You can log payouts, expected commissions, or targets — helps you calculate monthly income or team performance. 💰
Don’t worry. Your data is always linked to your company profile. Even if staff changes, client info stays secure with you. 🔐
Financial Services
(+91) 9876543210
Money-related work needs more than just math — it needs memory, method, and perfect timing.
Whether you’re handling loans, investments, insurance, audits, tax filings, or mutual funds — every detail matters, and every client trusts you with their hard-earned paisa. 💸
But let’s be honest — the real challenge is not giving advice.
It’s keeping up with follow-ups, documents, deadlines, and payment tracking — especially when you’re managing 50+ clients at once.
Most financial professionals tell us:
“Client ne bola tha file bhejna… lekin woh baaki tasks mein bhool gaya.”
“Reminder chhuta, toh renewal lapse ho gaya.”
“Payment aya par kis ka tha, dekhna padega.”
That’s where this CRM becomes your go-to daily partner —
helping you keep everything on record, on time, and on your fingertips.
📊 Whether you’re a:
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Loan consultant
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CA or tax expert
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Mutual fund distributor
-
Insurance agent
-
Investment advisor
-
Financial planning firm…
We’ve designed this system to fit your style — fast-paced, high-trust, and absolutely detail-driven.
💼 Real benefits you’ll feel from Day 1:
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Save every client record with PAN, DOB, email, phone 🗂️
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Track payment stages — advance, pending, completed 💰
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Get auto-reminders for policy renewals, tax dates, SIPs 📆
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Store documents — ITR, KYC, forms — safely in one place 🗃️
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Assign tasks to team or follow-ups to junior staff 👥
Even if you’re out meeting clients or sitting in a bank branch — your records come with you.
📱 Mobile se chalayega. No tension.
👨💼 For solo advisors:
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Keep 100% of your deals tracked
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Get alerts before any renewal date
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Record meeting notes, call logs, commitments
🏢 For firms or teams:
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Allocate leads to staff
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Monitor task progress
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Avoid duplicate entries or missed deadlines
No more juggling between Excel, WhatsApp, notebooks, and memory.
Now everything is in one place — safe, easy, and yours only.
💬 Typical feedback we hear:
“Client ne bola ‘Sir, aapko sab yaad rehta hai’… par asli yaad toh system mein tha!”
🎯 What you gain:
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More client trust
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Fewer missed renewals
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No confusion in collections
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Instant answers during calls
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Clean reporting anytime, anywhere
Even your clients feel the change —
“Sir ne timely call kiya,”
“Madam ne document pehle se bhej diya,”
“Renewal ke pehle hi reminder aa gaya.”
And that’s what builds loyalty.
If you’ve ever felt —
“Mujhe ek system chahiye jo mere saath kaam kare, mere liye kaam kare.”
Then this is it. Made for Indian finance professionals, without any extra buttons, without needing tech knowledge.
Simple. Safe. Solid.
📞 Let’s get you started. Because in finance, every second and every detail counts.
