Transform you Business with
CRM for MFDs
Trusted by over 1 million Finance Professionals
Comprehensive Client Relationship Management
Comprehensive Client Relationship Management
Use CRM for MFDs
From MFD to MFD - We understand your challenges because we've walked in your shoes. As fellow mutual fund distributors, we're on a mission to democratize cutting-edge CRM technology for every finance professional in India.
Streamlined Business Operations:
Streamlined Business Operations:
Lead Management
Track prospects from first contact to successful onboarding
Automated Follow-ups
Never miss important client touchpoints
Commission Tracking
Real-time visibility into your earnings and trails
Regulatory Compliance
Built-in KYC and compliance documentation tracking
Custom Reports
Generate professional client statements and business reports
Team
Get to create and assign tasks across departments and team members and work in sync
The preferred choice of leading financial service institutions
