Define the rules
Configure fixed or percentage incentives by product and category. Apply employee, designation, department, or default rules, with incentive caps.
CONNECT THE WORK WITH THE OUTCOME
Bring clarity to performance and incentives.
See the activity behind your practice and organize employee incentives around eligible transactions. Bring product rules, referral attribution, and operational reporting together.
pletox FinCRM Maple Financial NK
A clearer view of team incentives.
Product rules connected to eligible transactions.
ILLUSTRATIVE PRODUCT RULEMutual funds · Relationship manager
0.10% on eligible transaction value
Eligible value₹5L
Configured rate0.10%
Calculated incentive₹500
Team memberRoleIncentive
NKNeha KulkarniRelationship manager₹500
Rules that reflect your teamConfigure eligibility and review incentive records.
Illustrative workspace · Sample data
A clearer path from transaction to team incentive.
Spreadsheets make it difficult to keep incentive rules consistent as the team grows. FinCRM supports product-based calculation rules and connects eligible amounts to Pletox’s payroll workflows where enabled.
Review eligible transactions
Keep eligibility and referral attribution visible. Review the resulting incentive amounts and use the enabled payroll connection to carry them forward.
See everyday business activity
Review leads, client records, account and transaction charts, and top-product/customer summaries to understand the operational picture.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Configure product incentive rules
02
Review eligible transactions
03
Connect approved work with payroll
Is this the same as AMC commission reconciliation?
No. This feature supports employee incentives within your practice. It does not establish an AMC trail-commission reconciliation service. Payroll connections and release policies are configured for your setup.