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Wealth Managers, Mutual Fund Distributors aur Advisors ke liye CRM

Har client, family, naya HNI client, KYC document, SIP aur renewal ek jagah. Sukam Apps CRM poore India ki wealth management firms, mutual fund distributors, IFAs, insurance agents aur CAs ko clients ko time par service dene, AUM badhane aur client ka rishta firm ke saath rakhne mein madad karta hai, sirf ek RM ke saath nahi.

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Family ke hisaab se viewSIP aur renewal remindersSalah wali calls record
Hamare clients

Poore India mein Industry Leaders ka bharosa

Tezi se badhte local business se lekar national brands tak, manufacturing, education, immigration, healthcare aur finance ki teams apni sales Sukam Apps par chalaati hain.

Problem

Advisors apne hi clients kyun kho dete hain

Wealth management mein client sirf return ki wajah se nahi jaata. Woh tab jaata hai jab review chhoot jaaye, kaam mein der ho, ya use jaanne wala RM chala jaaye.

✕ Abhi kaise hota hai✓ Sukam Apps CRM ke saath
Client ki jaankari bikhri rehti hai (jaise Excel, phone contacts, CAMS/KFintech statements aur purane email). Client call kare to RM ko family portfolio dhoondhna padta hai aur client ko lagta hai ki use koi dekh nahi raha.
Sukam Apps CRM har client aur family ki ek profile rakhta hai, click-to-call, call recording, notes aur documents sab ek jagah.
SIP khatam hona, FD maturity aur premium ki date (jaise CAMS/KFintech statement ya diary mein) chhoot jaati hai. Paisa savings account mein pada rehta hai ya policy band ho jaati hai.
Har SIP, maturity aur premium date par RM ko reminder aur task milta hai, aur client ko WhatsApp/SMS par apne-aap reminder jaata hai.
KYC aur documents (jaise PAN, Aadhaar, cancelled cheque ya nominee form) ke liye baar-baar WhatsApp par peeche padna padta hai. File adhoori rehti hai aur invest karne ki date nikal jaati hai.
Document checklist har client ka status dikhaati hai, aur pending documents ke liye WhatsApp message apne-aap jaate hain.
RM naukri chhode to client ki history bhi chali jaati hai (jaise personal WhatsApp chats, phone contacts aur diary). Aur kai baar client bhi uske saath doosri firm mein chala jaata hai.
Saari calls, recordings, notes aur tasks firm ke CRM mein rehte hain, aur naye RM ko role ke hisaab se poora record turant dikhta hai.
Call par di gayi salah ka koi record nahi (jaise RM ke personal mobile se call ya zubaani ‘yeh fund badal do’). Baad mein client ka nuksaan ho to jhagda hota hai.
Sukam Cloud IVR har call record karta hai, aur Saaransh AI ka call summary client record par salah ke note ki tarah save hota hai.
Nominee, redemption aur address badalne ki request (jaise client ka WhatsApp message ya RM ki diary) mein der hoti hai. Paisa der se aata hai aur client naraz hota hai.
Har request ek ticket banti hai, zimmedaar aur time-limit ke saath. Der hone par alert aata hai aur pending tickets dashboard par dikhte hain.
Kaise kaam karta hai

Wealth Management ke liye Sukam Apps CRM kaise kaam karta hai

Pehli meeting se lambe rishte tak, client ka aasaan safar.

Shuruaat

KYC checklist aur risk profile notes ke saath naye customer ko pakka client banaayein.

Family jodein

Family ke sabhi members ko unki holdings ke saath ek ghar ke view mein rakhein.

Review

Samay-samay par review set karein. Calls record karein aur salah ke notes save karein.

Reminder

SIP khatam hona, maturity, premium ki date, birthday aur anniversary.

Badhein

Targeted campaigns se insurance, FD aur bonds bhi bechein.

Features

Wealth aur Investment Firms ke liye CRM Features

Mutual fund distributors, insurance advisors, broking firms aur family offices ke liye.

Client aur Family Profiles

Poori family ka ek view, members, goals, holdings aur history ke saath.

KYC aur Document Management

PAN, Aadhaar, bank proof aur forms ki checklist, pending status aur expiry ke saath.

SIP, Maturity aur Premium Reminders

SIP khatam hona, FD maturity ya policy renewal kabhi miss nahi. RM aur client dono ko reminder.

RM aur Team Management

Clients ko RMs mein baantein, meetings, calls aur tasks track karein, aur koi chhode to safe tareeke se doosre ko dein.

Salah wali Calls Record

Sukam Cloud IVR ya mobile se ki gayi calls record hokar notes ke saath client record par save hoti hain.

WhatsApp aur Email Updates

Portfolio updates, NFO ki jaankari, tyohaar ki shubhkaamnayein aur reminders ek saath bhejein.

Sub-broker aur Agent Network

Sub-brokers aur agents ko unke clients, business aur payouts ke hisaab ke saath sambhaalein.

Client ki Service Requests

Nominee, address badalna, redemption aur transfer requests, time-limit wale tickets ki tarah.

Apna client aur portfolio data Excel ya back-office reports se import karein, official API se WhatsApp campaigns chalaayein, aur RM calls par Saaransh AI Business Insights lein, taaki manager ko bina recording sune pata chale kis client par dhyaan dena hai.

HNI aur naye clients ki pipeline

HNI Leads, Follow-ups aur Documents ek hi jagah track karein

Ek bade (HNI) client ko jeetne mein kai meetings, calls aur documents lagte hain. Sukam Apps CRM dhyaan rakhta hai ki koi naya client, follow-up ya pending document na chhoote.

HNI Lead Tracking

Har naya client, stage by stage. HNI aur family-office leads ko referral ya pehli meeting se proposal aur final haan tak track karein, expected AUM, lead source aur RM ke saath.

Follow-up Reminders aur Meeting Notes

Koi vaade wali call miss nahi. Naye clients ke follow-up, portfolio review aur client birthday ke reminders apne-aap, aur har client aur family ke saath meeting notes save.

WhatsApp par Document Collection

KYC bina peeche bhaage. PAN, Aadhaar, bank proof aur nominee form WhatsApp par mangwaayein aur dekhein har client aur family ka kya pending hai.

Tally aur Accounting Integration

Billing jo client records se match kare. Sukam Apps CRM ko Tally se jodein aur Tally on Cloud use karein, taaki fees, invoices aur receipts sync rahein, aapke CA ke liye taiyaar.

Pehle aur baad

Aapki Advisory Firm ke liye kya badlega

CRM ke binaAbhi kaise hota hai

  • Client data Excel aur personal phones mein
  • Review tabhi hota hai jab client khud call kare
  • Renewal aur SIP khatam hona der se pata chalta hai
  • RM gaya to client bhi gaya
  • Service requests WhatsApp par

Sukam Apps CRM ke saathKya badlega

  • Har client aur family ek profile mein
  • Review apne-aap schedule
  • Har due date se pehle reminder
  • Client ki history firm ke paas rehti hai
  • Har request band hone tak track
Kaun use karta hai

Wealth Management ke liye Sukam Apps CRM kaun use karta hai

Wealth Management FirmsMutual Fund Distributors (MFDs)Independent Financial AdvisorsInsurance Advisors aur POSPsStock Brokers aur Sub-brokersPMS aur AIF DistributorsFamily OfficesNRI Investment DesksLoan aur Credit AdvisorsBond aur FD DistributorsTax aur Retirement PlannersChartered Accountants (CAs)
Integrations

Aapke pehle se use ho rahe tools ke saath 25+ Integrations

Sukam Apps CRM lead portals, WhatsApp, cloud telephony, email, accounting aur automation tools se judta hai jin par Indian business chalte hain. Leads, calls aur invoices apne-aap sync hote hain, taaki aapki team ek hi screen se kaam kare.

  • Lead portals
  • WhatsApp aur social
  • Cloud telephony
  • Email
  • Accounting
  • Automation
Saare integrations dekhein Free demo book karein
Sab juda hua

Wealth Management business ki har zaroorat, ek saath

CRM, calling, WhatsApp aur accounting ek platform par. Paanch alag apps mein copy-paste nahi.

Sukam Apps CRMSales, support aur process
Sukam Cloud IVREk business number
WhatsApp API CRMOfficial API + team inbox
Mobile App For TelecallerSIM calling + recording
Bulk SMS, WhatsApp aur RCSCampaigns aur reminders
Saaransh AI Business InsightsAI call reports
FAQ

Wealth Management CRM: Aksar poochhe jaane wale sawaal

Wealth management ke liye CRM kya karta hai?

Har client, family, document, baat-cheet aur reminder ek system mein rakhta hai, taaki advisor time par review karein, renewal kabhi miss na ho aur poori history firm ke paas rahe.

Kya clients ko family ke hisaab se group kar sakte hain?

Haan. Family ke members ko unki details, holdings aur baat-cheet ke saath ek ghar ke view mein rakha ja sakta hai.

Kya Sukam Apps CRM SIP khatam hone aur policy renewal ka reminder deta hai?

Haan. SIP khatam hona, FD maturity, premium ki date, birthday aur anniversary ke reminders, RM aur client dono ke liye.

Kya hum apna purana client data daal sakte hain?

Haan. Client list aur portfolio data Excel ya back-office software ki reports se import ho jaata hai.

Kya advisor ki calls record hoti hain?

Haan. Sukam Cloud IVR ya Mobile App For Telecaller se ki gayi calls record hokar notes ke saath client record par save hoti hain.

Kya client ka data safe hai?

Haan. Access role ke hisaab se hai, har RM ko sirf apne clients dikhte hain, aur har badlaav ka record rehta hai.

Kya hum naye HNI clients ko purane clients se alag track kar sakte hain?

Haan. Naye HNI aur family-office clients ki alag pipeline hoti hai, stages, expected AUM, lead source aur RM ke saath, taaki pehli meeting se final haan tak har naya client dikhe aur har follow-up ka reminder mile.

Kya Sukam Apps CRM Tally ke saath kaam karta hai?

Haan. Sukam Apps CRM Tally se judta hai, aur hamari Tally on Cloud service se aapki team aur CA kahin se bhi safe tareeke se Tally chala sakte hain, taaki fees, invoices aur receipts client records ke saath sync rahein.

Kya aap poore India ki advisory firms ke saath kaam karte hain?

Haan. Sukam Apps CRM cloud par chalta hai, aur hum poore India ki wealth management firms, distributors aur advisors ko online aur phone par shuru karwaate, sikhaate aur support karte hain, Jalandhar, Punjab ke head office se.

Doosri industries

Doosri Industries ke liye Sukam Apps CRM

Manufacturing ke liye CRM Loan Recovery ke liye CRM Immigration Consultants ke liye CRM Hotel Industry ke liye CRM IT Industry ke liye CRM Real Estate ke liye CRM Medical Equipment ke liye CRM Sukam Apps CRM ke saare Features

Har client ko time par service, aur AUM badhaayein

Dekhiye wealth management ya distribution business ke liye Sukam Apps CRM kaise set hota hai. Free demo, koi zabardasti nahi.

Free Demo book karein →💬 WhatsApp karein📞 Call karein +91 99142 49191
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