Capture every demat enquiry, move clients through account opening without the drop-offs, and turn dormant accounts into active traders with referral and SIP journeys that run on WhatsApp.
✓ Free plan to start • ✓ Faster account opening • ✓ Referral & SIP journeys included
Faster
Resumable, OTP-verified account opening
Activate
Win back dormant demat accounts automatically
Referrals
Turn happy clients into a referral engine
India
Hosted in India with full audit trail
Configured for how Indian brokers and authorised persons actually grow their book.
OTP-verified, resumable, multi-step onboarding with conditional fields and progress tracking — so prospects finish the demat application instead of abandoning halfway.
AI ranks enquiries by intent so your team calls the highest-potential prospects first, and dormant leads auto-reactivate with triggered messages.
Identify accounts that opened but never traded, then run nudge journeys — first-trade guidance, education, offers — to convert them into active, revenue-generating clients.
Segment by activity and run referral asks, SIP reminders, and market-event campaigns over WhatsApp, email, and SMS — with consent and goal tracking.
Give sub-brokers and authorised persons their own portal and lead routing, with capping and performance views — so your channel scales without chaos.
Every interaction is timestamped, access is role-based, and data stays in India — so compliance reviews are straightforward.
“Half my demat applications used to stall at upload. Resumable onboarding and WhatsApp reminders fixed that — more accounts open, with far less chasing from me.”
Suresh Menon
Authorised Person, Kochi
“The activation journeys are the real win. Accounts that opened months ago and never traded are placing first trades after the nudge campaigns. That is pure new revenue.”
Ritika Sharma
Sub-broker, Jaipur
“Routing leads to sub-brokers with capping and a performance view finally made our channel manageable. I can see who is converting and who needs help.”
Deepak Goyal
Branch Head, Regional broker, Indore
One platform, configured for how India sells.
Yes. CRMLead Pro is multi-tenant with a partner/agent portal and lead routing, so head office can distribute leads to sub-brokers and APs with capping, round-robin, and performance visibility — each with isolated data.
You segment accounts that opened but never traded, then trigger journeys — first-trade guidance, education, offers — over WhatsApp, email, and SMS. The funnel and goal-completion views show how many dormant accounts you reactivated.
Yes. Onboarding forms are OTP-verified, mobile-optimised, and resumable with progress tracking and conditional fields, so prospects can save-and-continue and you can nudge the ones who stall — lifting completion rates.
No — it is a sales, onboarding, and activation CRM. It captures enquiries and runs journeys, and integrates with your trading platform, KYC, and back-office systems via API and webhooks, which remain your systems of record.
Free to start. Configure your onboarding and activation journeys and go live fast. No credit card needed.
Start Free — No Credit Card