Client & Family Profiles
One household view for the family with members, goals, holdings and history.
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Every client, family, HNI prospect, KYC document, SIP and renewal in one place. Sukam Apps CRM helps wealth management firms, mutual fund distributors, IFAs, insurance agents and CAs across India serve clients on time, grow AUM and keep client relationships with the firm, not with one RM.
From fast-growing local businesses to national brands, teams in manufacturing, education, immigration, healthcare and finance run their sales on Sukam Apps.
In wealth management, clients rarely leave because of returns alone. They leave when reviews are missed, requests are delayed, or the RM who knew them leaves.
A simple client lifecycle, from first meeting to long-term relationship.
Convert prospect to client with KYC checklist and risk profile notes.
Group family members into one household view with all their holdings.
Schedule periodic reviews. Record calls and save advice notes.
SIP endings, maturities, premium dues, birthdays and anniversaries.
Cross-sell insurance, FDs and bonds with targeted campaigns.
For mutual fund distributors, insurance advisors, broking firms and family offices.
One household view for the family with members, goals, holdings and history.
Checklist for PAN, Aadhaar, bank proof and forms with pending status and expiry.
Never miss a SIP ending, FD maturity or policy renewal. Reminders to RM and client.
Assign clients to RMs, track meetings, calls and tasks, and reassign safely if someone leaves.
Calls through Sukam Cloud IVR or mobile are recorded and saved with notes on the client record.
Send portfolio updates, NFO information, festival greetings and reminders in bulk.
Manage sub-brokers and agents with their clients, business and payouts tracked.
Nomination, address change, redemption and transfer requests as tickets with SLA.
Import your client and portfolio data from Excel or back-office reports, run WhatsApp campaigns through the official API, and get Saaransh AI Business Insights on RM calls so managers know which clients need attention, without listening to recordings.
Winning a high-net-worth client takes many meetings, calls and documents. Sukam Apps CRM makes sure no prospect, follow-up or pending document slips through the cracks.
Every prospect, stage by stage. Track HNI and family-office leads from referral or first meeting to proposal and mandate, with expected AUM, lead source and assigned RM.
Never miss a promised call. Automatic reminders for prospect follow-ups, portfolio reviews and client birthdays, with meeting notes saved against every client and family.
KYC without the chase. Request PAN, Aadhaar, bank proofs and nominee forms on WhatsApp and see what is still pending for every client and family.
Billing that matches your client records. Connect Sukam Apps CRM with Tally and use Tally on Cloud so fees, invoices and receipts stay in sync, ready for your CA.
Sukam Apps 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 and accounting on one platform. No copy-paste between five different apps.
It keeps every client, family, document, interaction and reminder in one system, so advisors review clients on time, never miss renewals and keep complete history with the firm.
Yes. Family members can be grouped into one household view with their details, holdings and interactions.
Yes. You can set reminders for SIP endings, FD maturities, premium due dates, birthdays and anniversaries, for both RMs and clients.
Yes. Client lists and portfolio data can be imported from Excel or reports from your back-office software.
Yes. Calls through Sukam Cloud IVR or the Mobile App For Telecaller are recorded and saved on the client record with notes.
Yes. Access is role-based, so each RM sees only their clients, and every change is logged.
Yes. HNI and family-office prospects get their own pipeline with stages, expected AUM, lead source and assigned RM, so you can see every prospect from first meeting to mandate and get reminded about each follow-up.
Yes. Sukam Apps CRM connects with Tally, and our Tally on Cloud service lets your team and your CA access Tally securely from anywhere, so fees, invoices and receipts stay in sync with your client records.
Yes. Sukam Apps CRM is cloud-based, and we onboard, train and support wealth management firms, distributors and advisors across India online and over the phone, from our head office in Jalandhar, Punjab.
See Sukam Apps CRM set up for a wealth management or distribution business. Free demo, no commitment.