Mutual funds, life, general and mediclaim on one client record — with the follow-up engine that turns every renewal, maturity and referral into the next conversation. Built for Indian IFAs and insurance advisors.
Three fields to start. No card. No email verification wall.
Security
We built LoopCRM for people who handle other people's money. Keeping your data separate from every other firm isn't a setting you can turn off — it's built in from the ground up.
Every firm's data is walled off from every other firm's. One firm can never see or reach another firm's records — not by accident, not ever.
Support runs on your firm's account details, not your client list. We don't browse your leads, and we never sell or share data with anyone.
Who changed what, and when. Useful for compliance conversations and for settling "I definitely called them" debates.
Built in Gandhinagar, and your client data is stored on servers inside India, locked with encryption at every step.
Sound familiar?
A prospect asks about an SIP on Tuesday. By Friday the chat is 40 messages down and the enquiry is gone.
One tab, twelve colours, no reminders. It works until the day you're travelling — and then nobody gets called.
Deals quietly die. Without a reason on every lost lead, you keep losing the same way next quarter.
Every line you sell
Most advisors sell four things and track them in four places — a folio sheet, a renewal diary, an insurer portal and WhatsApp. Here they are one record.
SIP, lumpsum, top-up
Premium, sum assured
Renewal, claims, top-up
Motor, shop, home
One client. Four product lines. Every renewal already on the follow-up planner.
Client 360
Not a name and a phone number. Everything you know about a family, on one screen, in the order it happened.
Products held, every call and message, the documents, the risk profile and what you advised — without opening four tabs or asking anyone.
Get clients
LEAD → PROSPECT → PROPOSAL SENT → WON / LOST. Every lost deal carries a reason, so by month three you can see exactly where money leaks.
The engine
Everything above and below this feeds one list. LoopCRM does not just remind you to call someone — it tells you who needs attention, and why.
The Follow-up Planner is the home screen. You open LoopCRM and you already know who to call, in what order, before your first chai.
No copying numbers. Tap the green icon and the chat opens with the client's number already loaded, so a follow-up takes eight seconds instead of two minutes.
Financial-event radar
Any CRM can remind you to call Rajesh tomorrow. This one knows why you are calling.
FD maturities, SIP mandates, policy renewals. LoopCRM watches the dates and puts the follow-up on your planner before the client thinks about it.
Grow client value
Referral tracking links every client back to the person who introduced them. Your top five referrers stop being a feeling and become a list.
Don't just look at the numbers
A dashboard full of numbers isn't the same as knowing what to do next. LoopCRM watches your pipeline and tells you, in plain language.
High-value leads gone quiet, a lead source that's stopped converting, deals stuck past a proposal with no decision either way — surfaced automatically, not something you have to notice yourself.
No activity for 7+ days. 2 of them are sitting after a proposal was sent.
9% from 14 leads, vs 22% overall. Referrals lead at 34%.
2 leads untouched for 14+ days since the proposal went out.
Run your practice
Set a monthly target per advisor. Everyone sees where they stand, and you see it without asking anyone for an update.
म्यूचुअल फंड, लाइफ, जनरल और मेडिक्लेम — सब एक ही क्लाइंट रिकॉर्ड पर। फ़ॉलो-अप, रिन्यूअल और रेफ़रल एक साथ। 60 दिन मुफ़्त, कार्ड की ज़रूरत नहीं।
मुफ़्त ट्रायल शुरू करेंમ્યુચ્યુઅલ ફંડ, લાઇફ, જનરલ અને મેડિક્લેમ — બધું એક જ ક્લાયન્ટ રેકોર્ડ પર. ફોલો-અપ, રિન્યુઅલ અને રેફરલ સાથે. 60 દિવસ મફત, કાર્ડ વગર.
મફત ટ્રાયલ શરૂ કરોWhere we actually are
We would rather tell you exactly what LoopCRM is today than borrow credibility we have not earned. Here is what you can verify before you spend a rupee.
Mutual funds, life, general and mediclaim on one client record, with WhatsApp templates in English, हिंदी and ગુજરાતી. Not a global CRM with a rupee sign added.
Full product, every feature, no card and no sales call required. Two monthly cycles is long enough to know whether it changed how you work.
That means direct access to the people building it, and your workflow shaping what gets built next. If you want a CRM with a decade of reviews behind it, we are not that yet.
No card, no catch
Two full monthly cycles — deliberately, because that is how long it takes for daily follow-ups to become a habit. Nothing auto-charges at the end.
No card form, no auto-debit mandate, no invoice at day 61.
Not a limited tier — the whole product, including audit logs and custom fields.
An assisted onboarding session, so day one starts with your real book.
Stop paying and the account turns read-only — the records stay.
Pricing
Launch pricing while we onboard our first 100 firms. Prepaid wallet, no annual contract, no lock-in. Deactivate a seat and you stop paying for it the same month, subject to a ₹999 monthly minimum.
Growth · Pro
Pick the plan that fits your team size. Move between them whenever you like.
The trial
Two full monthly cycles — long enough for daily follow-ups to become a habit.
FAQ
Yes — sixty days, every feature, no card and no invoice. We ask for two monthly cycles because that is how long it takes for daily follow-ups to become a habit. Nothing auto-charges at the end.
You top up a prepaid wallet and we deduct your plan's rate per active user per month. No annual contract, no lock-in. Deactivate a user and that seat stops billing.
Every lead and follow-up has one-tap WhatsApp and call buttons that open the chat or dialer with the number already filled in. No copy-paste, no saving contacts.
Each firm's data is walled off from every other firm's, stored on servers inside India, and locked with encryption at every step, with every change recorded. We do not sell or share your data with anyone.
Yes. The import tool matches your existing sheet columns to LoopCRM fields, and assisted onboarding is included — we sit with you and do the first import together.
WhatsApp support with a real person, not a ticket queue, plus an onboarding session to set up your pipeline stages, team and first import.
Bring your book across, work it for two months, and see what stops slipping. Three fields, no card, and we import your sheet with you.
