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One question, answered every morning:
who do I call today?

Every module in LoopCRM exists to make the next call happen. Nothing here is a dashboard you look at once and forget.

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Follow-up Planner

Missed, Today, Next 5 days.

The planner is the home screen, not a report you have to go looking for. Missed follow-ups sit at the top in red until they're dealt with — no follow-up ever quietly ages out of view.

  • Three columns, one screen: nothing to filter or configure
  • Complete a follow-up and schedule the next one in the same tap
  • Reassign to a colleague when you're travelling
Try the planner free for 60 days
Follow-ups

Missed · 2

RPRajesh Patel2d
SMSneha Mehta1d

Today · 5

AKAmit Kulkarni
PSPriya Shah
VNVikram Nair

Next 5 days · 11

DJDeepa JoshiMon
MRManish RaoTue

WhatsApp & call

One tap from the record to the conversation.

The gap between "I should call Amit" and actually calling Amit is where CRMs die. LoopCRM closes it to one tap: WhatsApp opens with his number loaded, or the dialer rings him.

  • WhatsApp and call buttons on every lead, client and follow-up
  • Log the outcome the second the call ends
  • Full conversation history stays on the lead, visible to whoever picks it up next
See it on your own phone
Lead · Amit Kulkarni
AKAmit Kulkarni · 98xxx 41220Prospect
SIP ₹25,000/mo — proposal discussed
Next: 24 Aug

Pipeline

LEAD → PROSPECT → PROPOSAL SENT → WON / LOST.

Four stages, because a fifth one is where teams start lying to themselves. Every lost deal needs a reason before it closes, which turns "we lose some" into a ranked list you can act on.

  • Stage changes are timestamped, so ageing is visible
  • Compulsory lost reasons, reportable by month and by advisor
  • Deal value flows straight into targets and the leaderboard
See the plans
Pipeline
34Lead
18Prospect
9Proposal sent
6Won

Referrals

Your best channel, finally measurable.

Most IFA growth comes from referrals, and almost nobody tracks them properly. LoopCRM links every lead to the person who sent it, ranks your referrers and reminds you to thank them.

  • Referred-by on every lead, with a referrer leaderboard
  • Thank-you reminders triggered when a referred deal is won
  • See which network — BNI, society, existing clients — actually pays
Built for IFA referral networks
Referrals
1Hitesh Doshi7 referrals
2Meera Iyer5 referrals
3BNI Ahmedabad4 referrals

Money-event radar

The calls that schedule themselves.

An FD maturing next Thursday is a conversation waiting to happen. LoopCRM watches those dates and drops the follow-up onto your planner in time to matter.

  • FD maturities, policy renewals and SIP milestones
  • Reminder ladders you set — nudge 30, 15 and 7 days before
  • Events arrive as ordinary follow-ups — one workflow, not two
Turn dates into calls
Upcoming events
FDRajesh Patel — FD matures26 Aug
SMSneha Mehta — SIP mandate28 Aug
🛡️Nair family — policy renewal2 Sep

Targets & team

Know where the month stands without asking anyone.

Set a monthly target per advisor. The leaderboard updates itself, so your Monday meeting starts with a decision instead of a status round.

  • Per-user targets on new leads and won value
  • Live leaderboard visible to the whole team
  • Advisors see their own book; owners and admins see everything
Pay only for active seats
Targets
KSKunal Sheth112% of target
ADAnjali Desai86%
RBRavi Bhatt64%

White-label & roles

Your firm's name on it, not ours.

Your team logs into yourfirm.myloopcare.in and sees your logo and colours. Clients who receive a capture link see your brand, not a vendor's.

  • Own subdomain, logo and firm name throughout the app
  • Roles: owner, admin, advisor — each with its own visibility
  • Branded public lead-capture form you can share anywhere

White-label branding is a one-time ₹4,999 add-on, available on any plan. Roles are included on Growth and Pro.

See a branded demo
yourfirm.myloopcare.in
PWPatel Wealth AdvisorsOwner
ADAnjali DesaiAdvisor
RBRavi BhattAdvisor

Import & audit

Your sheet comes in, mapped and de-duplicated.

Migration is the reason most CRMs never get used. Ours starts with your existing Excel file and an onboarding call, not a blank screen.

  • CSV import wizard that maps your columns to LoopCRM fields
  • Every record stays available in-app, for as long as your account exists
  • Audit log records who changed what, and when
We'll do the first import with you
Import · clients.csv
Column "Client Name"→ Name
Column "Mobile"→ Phone
Column "Product"→ Product
412 rows ready to importPreview

Every line you sell

Mutual funds, life, general and health — one client record.

Most IFAs sell four things and track them in four places. LoopCRM keeps them on the same client, feeding the same follow-up list, so the mediclaim renewal and the SIP top-up arrive on one screen.

📈

Mutual Fund

SIP top-ups, FD maturities and the lump-sum conversation that follows — each with a date, not a memory.

SIPFDPMSAIF
🛡️

Life Insurance

Premium due dates and sum assured sit on the record, so a lapse is something you prevent rather than discover.

InsurerPremiumSum assuredRenewal
🚗

General Insurance

Motor, shop, home. The cover detail lives on the policy — vehicle number, address, whatever it is written against.

Policy no.Cover detailsPremiumRenewal
🏥

Health — Mediclaim

Renewal ladders that start early enough to matter, and claims followed from filed through to settled.

Sum assuredRenewalClaims

All four feed the same money-event radar — due and lapsed views, with reminder ladders you set yourself.

Read enough. See it with your own data.

60 days free, every feature, no card. We'll import your sheet on the onboarding call.

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