Manage clients, KYC, documents, advisors, opportunities, follow-ups, and compliance workflows with a CRM built for financial services.
Most businesses only need a fraction of what large CRM platforms offer. Stop paying monthly per user for bloated software you don't fully use.
Pay for access. Limited control. Built for everyone.
Pay once. Full control. Built around your business.
Built for healthcare, real estate, insurance, manufacturing, education and more.
Outdated processes and scattered data are costing you leads, time and growth.
Every card maps to a practical CRM workflow your team can actually use.
Loan, policy and investment enquiries need advisor ownership and careful follow-up.
Teams need clear status for missing documents, eligibility and client readiness.
Advisors and managers need controlled records for risk, eligibility and audit context.
New inquiries slip through because teams lack one shared lead capture flow.
Follow-up reminders depend on memory instead of automated task triggers.
Customer notes, calls and documents live across too many disconnected tools.
Turn every inquiry into a structured finance CRM journey with clear handoffs, faster follow-ups, and better visibility at every stage.
New Inquiry
Hot LeadFull Name
Mobile Number
Interested In
Source
Auto Assignment
Sneha Chauhan
Senior Counsellor
Workload
32%
Aman Kapoor
Senior Counsellor
Workload
61%
Priya Rathi
Senior Counsellor
Workload
74%
May 2025
›Admission Progress
Fee Payment
$ 75,000 / $ 75,000
10:30 AM
Dear Parent, your ward's document verification is complete.
Yesterday
Subject: Admission Offer Letter. Please find the offer letter attached.
Admissions Overview
This MonthTotal Inquiries
1,248
↑ +18%
Applications
842
↑ +22%
Admissions
312
↑ +27%
Conversion Rate
37.1%
↑ +6.3%
Track every lead, stage, owner, and stakeholder update from one connected workspace.
Reduce manual chasing with reminders, tasks, smart triggers, and timely next actions.
Keep teams, customers, students, and parents informed with clear contextual updates.
Use real-time performance data to improve conversions, revenue, and team productivity.
Everything you need in one CRM
Role-based access ensures every user sees what they need, nothing more, nothing less.
Centralized setup.
Only what matters.
Granular controls.
Manage permissions and preview role dashboards.
Automate lead scoring, follow-ups, reports, proposals, and repetitive sales or operations workflows inside your CRM.
Custom CRM Demo
Explore the tab-view CRM walkthrough built for your business.
Explore, understand, and automate with confidence. Visualize every step of your finance CRM workflow from trigger to outcome.
Choose a workflow to view and customize.
Trigger
Client enquiry enters from form, campaign, or advisor call.
Route case by service interest, branch, and workload.
Request required KYC and financial documents.
Create a follow-up call task for the advisor.
Move client to active case and notify operations.
Send reminder and create compliance follow-up task.
Trigger
A new client enters from website, campaign, form, or chat.
Route the client to the right team member automatically.
Send the first finance follow-up message with relevant context.
Create a timed task so the owner never misses the next action.
Move the record forward once the customer responds.
Wait, remind again, and notify the owner before delay risk.
Trigger
A new client enters from website, campaign, form, or chat.
Route the client to the right team member automatically.
Send the first finance follow-up message with relevant context.
Create a timed task so the owner never misses the next action.
Move the record forward once the customer responds.
Wait, remind again, and notify the owner before delay risk.
Trigger
A customer needs help, status update, clarification, or service support.
Identify priority, owner, source, and required response window.
Send alert to the right finance team or manager.
Create a tracked task with due time and escalation rule.
Close the loop and update the customer timeline.
Escalate delayed support items to the manager automatically.
Trigger
A customer needs help, status update, clarification, or service support.
Identify priority, owner, source, and required response window.
Send alert to the right finance team or manager.
Create a tracked task with due time and escalation rule.
Close the loop and update the customer timeline.
Escalate delayed support items to the manager automatically.
Trigger
A client moves to a sales, booking, quote, or conversion stage.
Move the record to the correct stage with owner visibility.
Send the customer the right confirmation or next-step message.
Create the next sales task based on the new stage.
The pipeline moves forward with a clear next action.
Notify the owner if the stage stays inactive too long.
Trigger
A client moves to a sales, booking, quote, or conversion stage.
Move the record to the correct stage with owner visibility.
Send the customer the right confirmation or next-step message.
Create the next sales task based on the new stage.
The pipeline moves forward with a clear next action.
Notify the owner if the stage stays inactive too long.
Trigger
A payment, invoice, fee, premium, booking amount, or due item is pending.
Send a polite reminder through email or WhatsApp-ready workflow.
Notify finance team and add an internal payment follow-up task.
Escalate overdue payments to manager after the configured window.
Mark status updated and move the record forward.
Create another reminder and show the item in finance dashboard.
Trigger
A payment, invoice, fee, premium, booking amount, or due item is pending.
Send a polite reminder through email or WhatsApp-ready workflow.
Notify finance team and add an internal payment follow-up task.
Escalate overdue payments to manager after the configured window.
Mark status updated and move the record forward.
Create another reminder and show the item in finance dashboard.
Trigger
A client needs documents, approvals, files, or verification.
Send customer a checklist of required documents and pending items.
Create a verification task for the responsible team.
Move document status to pending, verified, or rejected.
Move the record ahead after successful verification.
Send reminder and notify the owner about missing files.
Trigger
A client needs documents, approvals, files, or verification.
Send customer a checklist of required documents and pending items.
Create a verification task for the responsible team.
Move document status to pending, verified, or rejected.
Move the record ahead after successful verification.
Send reminder and notify the owner about missing files.
Trigger
A payment, invoice, fee, premium, booking amount, or due item is pending.
Send a polite reminder through email or WhatsApp-ready workflow.
Notify finance team and add an internal payment follow-up task.
Escalate overdue payments to manager after the configured window.
Mark status updated and move the record forward.
Create another reminder and show the item in finance dashboard.
Trigger
A payment, invoice, fee, premium, booking amount, or due item is pending.
Send a polite reminder through email or WhatsApp-ready workflow.
Notify finance team and add an internal payment follow-up task.
Escalate overdue payments to manager after the configured window.
Mark status updated and move the record forward.
Create another reminder and show the item in finance dashboard.
Integrations
Seamlessly connect your CRM with the tools you already use. Unify data, automate workflows, and create a powerful system that grows with your business.
Keep data updated across all platforms.
Automate data flow and actions.
Enterprise-grade security always.
Connect with your favorite tools.
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CRM
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Use Cases
Whether you are a startup or an enterprise, your CRM adapts to your workflow and helps your team achieve more every day.
Explore All Use CasesTrack loan leads, KYC, eligibility, documents and approval movement.
Manage policy enquiries, renewals, documents and advisor follow-ups.
Track client interest, risk profile, advisor notes and compliance tasks.
Capture, track, and nurture leads from every channel.
Automate follow-ups and move deals faster.
Resolve tickets faster and improve customer happiness.
Run campaigns, nurture leads, and measure results.
Manage projects, tasks, updates, and team collaboration.
Create invoices, reminders, and payment tracking.
Get actionable insights and make smarter decisions.
Timeline & Packages
Choose the right CRM build model for your business. We deliver fast, reliable, and scalable CRM solutions without locking you into fixed templates.
3 - 5 Days
Understand your needs and plan the roadmap.
2 - 6 Weeks
Build and customize your CRM solution.
1 - 2 Weeks
Test thoroughly and train your team.
Ongoing
Launch successfully and grow with support.
We help plan the right CRM modules before development.
Start with essentials and add advanced features later.
Final pricing depends on modules, users, and complexity.
Get a tailored CRM that fits your business and drives growth.
