Client & Family Profiles
Poori family ka ek household view, members, goals, holdings aur history ke saath.
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Har client, family, KYC document, SIP aur renewal ek jagah. Sukam CRM se MFDs, IFAs, insurance advisors aur broking firms clients ko time par service dete hain, AUM badhate hain aur client relationship firm ke paas rehta hai, kisi ek RM ke paas nahi.
From fast-growing local businesses to national brands, teams in manufacturing, education, immigration, healthcare and finance run their sales on Sukam Apps.
Wealth management mein client sirf returns ki wajah se kam hi jaate hain. Woh tab jaate hain jab review miss ho, request mein deri ho, ya unhe jaanne wala RM chhod de.
Client details Excel, phone contacts aur email mein bikhri hui
→Har client aur family ki ek profile, har interaction ke saath
SIP khatam hona, maturity aur premium dues miss ho jaate hain
→RM aur client dono ko automatic reminders
KYC aur documents ke liye WhatsApp par baar-baar peecha
→Har client ke liye status ke saath document checklist
RM chhodta hai to client history bhi saath chali jaati hai
→Saari calls, notes aur tasks firm ke CRM mein rehte hain
Call par kya advice di, uska koi record nahi
→Client record par advice notes ke saath recorded calls
Nomination ya redemption jaisi service requests mein deri
→Owner aur due date ke saath service tickets
Pehli meeting se lambe relationship tak, ek simple client lifecycle.
KYC checklist aur risk profile notes ke saath prospect ko client banayein.
Family members ko unki saari holdings ke saath ek household view mein group karein.
Periodic reviews schedule karein. Calls record karein aur advice notes save karein.
SIP khatam, maturities, premium dues, birthdays aur anniversaries.
Targeted campaigns se insurance, FDs aur bonds cross-sell karein.
Mutual fund distributors, insurance advisors, broking firms aur family offices ke liye.
Poori family ka ek household view, members, goals, holdings aur history ke saath.
PAN, Aadhaar, bank proof aur forms ki checklist, pending status aur expiry ke saath.
SIP khatam, FD maturity ya policy renewal kabhi miss nahi. RM aur client dono ko reminder.
Clients RMs ko assign karein, meetings, calls aur tasks track karein, koi chhode to safely reassign karein.
Sukam Cloud IVR ya mobile se calls record hoti hain aur notes ke saath client record par save.
Portfolio updates, NFO information, festival greetings aur reminders bulk mein bhejein.
Sub-brokers aur agents manage karein, unke clients, business aur payouts track ke saath.
Nomination, address change, redemption aur transfer requests SLA wale tickets ke roop mein.
Apna client aur portfolio data Excel ya back-office reports se import karein, official API se WhatsApp campaigns chalayein, aur RM calls par Saaransh AI Business Insights paayein, taaki managers ko bina recordings sune pata chale kin clients par dhyan dena hai.
Sukam CRM connects with the lead portals, WhatsApp, cloud telephony, email, accounting and automation tools Indian businesses run on. Leads, calls and invoices sync automatically, so your team works from one screen.
CRM, calling, WhatsApp aur accounting ek hi platform par. Paanch alag-alag apps ke beech copy-paste ki zaroorat nahi.
Yeh har client, family, document, interaction aur reminder ek system mein rakhta hai, taaki advisors time par review karein, koi renewal miss na ho aur poori history firm ke paas rahe.
Haan. Family members ko unki details, holdings aur interactions ke saath ek household view mein group kar sakte hain.
Haan. SIP khatam, FD maturity, premium due date, birthdays aur anniversaries ke reminders RMs aur clients dono ke liye set kar sakte hain.
Haan. Client lists aur portfolio data Excel ya aapke back-office software ki reports se import ho sakta hai.
Haan. Sukam Cloud IVR ya Mobile App For Telecaller se calls record hoti hain aur notes ke saath client record par save hoti hain.
Haan. Access role-based hai, har RM ko sirf apne clients dikhte hain, aur har change log hota hai.
Dekhiye Sukam CRM wealth management ya distribution business ke liye kaise set up hota hai. Free demo, koi commitment nahi.