The follow-up CRM built for Indian IFAs and mutual fund distributors. Your back-office platform tracks folios. This tracks the conversations that create them.
Works alongside Wealth Elite, Investwell and whatever else you already run. Nothing to replace.
Where AUM actually leaks
Someone asks about starting a ₹10,000 SIP on a Tuesday evening. Three days later the message is buried and so is the SIP.
An FD matured last week and the client has already put it into their bank's own scheme. That conversation had a date on it — you just didn't have a reminder.
Someone sends you four clients a year. You know it vaguely. They notice precisely — and so does the advisor who does thank them.
SIP & insurance follow-ups
SIP top-ups, lapsed mandates, term plan renewals, health policy anniversaries. Tag the product on the lead and LoopCRM keeps putting it back in front of you until you've made the call.
Referral engine
Referrals are how an IFA book actually compounds. LoopCRM records who introduced whom, ranks your referrers and reminds you to thank them when a referred deal closes.
Money-event radar
FD maturities, SIP mandates, policy renewals. LoopCRM watches the dates in your book and schedules the follow-up early enough to win the money, not console yourself about it.
Notes & record-keeping
Notes are timestamped against the lead and every change is written to an audit log. If a client ever asks what was discussed in March, the answer is in the record — not in someone's memory.
LoopCRM is a sales and follow-up record, not a compliance certification. Keep filing whatever your AMC and regulator require.
Every line you sell
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.
SIP top-ups, FD maturities and the lump-sum conversation that follows — each with a date, not a memory.
Premium due dates and sum assured sit on the record, so a lapse is something you prevent rather than discover.
Motor, shop, home. The cover detail lives on the policy — vehicle number, address, whatever it is written against.
Renewal ladders that start early enough to matter, and claims followed from filed through to settled.
All four feed the same money-event radar — due and lapsed views, with reminder ladders you set yourself.
Nothing to migrate, nothing to switch off. Keep Wealth Elite or Investwell for folios, transactions and reporting — use LoopCRM for the conversations that come before them.
Folios, transactions, NAV, statements, commission reconciliation. Keep all of it exactly where it is.
Follow-ups, pipeline, referrals, money events, team targets. The growth side, on your phone.
Kept completely separate from every other firm, stored on servers inside India, locked with encryption at every step.
SIP और बीमा फ़ॉलो-अप, रेफ़रल ट्रैकिंग, FD मैच्योरिटी रिमाइंडर — सब एक स्क्रीन पर। 60 दिन मुफ़्त, कार्ड की ज़रूरत नहीं।
मुफ़्त ट्रायल शुरू करेंSIP અને વીમા ફોલો-અપ, રેફરલ ટ્રેકિંગ, FD મેચ્યોરિટી રિમાઇન્ડર — બધું એક સ્ક્રીન પર. 60 દિવસ મફત, કાર્ડ વગર.
મફત ટ્રાયલ શરૂ કરોThree fields to start, no card, and we'll import your existing client sheet with you on the onboarding call.
