See where each lead stands
Use stages, sources, tags, and filters to organize your pipeline. Record lost reasons and keep attention on the opportunities that need a conversation.
FROM FIRST CONVERSATION TO CLIENT
Give every opportunity a clear next step.
Keep referrals and enquiries organized by source, stage, product interest, and owner. Help your team carry the right information from the first conversation into the client relationship.
pletox FinCRM Maple Financial NK
Good conversations. Clear next steps.
From a referral to a client relationship.
01 Enquiry02 Qualified03 Onboarding
ProspectProduct interestStage
RMRohan MehtaClient referralMutual fundsQualified
KNKavya NairWebsite enquiryMutual fundsEnquiry
APAarav PatelProfessional networkInvestment planningOnboarding
Context goes with the handoffSource, product interest and ownership in one record.
Illustrative workspace · Sample data
A pipeline your whole team can understand.
When an enquiry moves between a relationship manager and the back office, the details should move with it. FinCRM connects lead information, supporting documents, and client conversion.
Understand product interest
Record the products and categories a prospect is interested in, together with opportunity values. Give the next team member useful context.
Make a connected handoff
Convert a qualified lead into a client, carry forward key details, and set up selected product accounts. Configure onboarding tasks around your practice during implementation.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Capture the enquiry and its source
02
Qualify interest and assign ownership
03
Convert with the context intact
Can we use our own lead stages and fields?
Yes. Configure stages, sources, tags, and custom fields to match the way your team qualifies enquiries and manages onboarding.