Built for Services
CRM Force for
Broking & Financial Services.
Client onboarding, portfolio tracking and compliance-ready records — one place for every client, not scattered across relationship managers.
The daily grind
Sound familiar?
Client onboarding and KYC status tracked across scattered spreadsheets
Relationship managers following up from memory, renewals slipping through
Compliance and audit reports take hours to assemble from scattered records
What you get
Built around how broking & financial services firms actually run
Pre-configured on day one — not a blank system you have to shape yourself.
Client onboarding & KYC pipeline
Track every client from lead to onboarded, with document status visible at a glance.
Relationship manager assignment
Leads and clients assigned to RMs with automatic renewal and follow-up reminders.
Compliance-ready records
Communication logs and documents kept together per client, ready for audit or review.
Billing & branch attendance
Invoice for advisory or subscription plans, and run selfie + GPS attendance across branches.
Also included
Every plan ships with the full platform.
CRM, HRMS, accounting, inventory and AI — bundled in, not upsold later.
See pricingAlso built for these industries
Why broking & financial services firms choose CRM Force
Is there dedicated CRM software for broking firms in India?
Yes — CRM Force is built as an all-in-one CRM for broking firms and financial services businesses in India, covering client onboarding, KYC document tracking, relationship manager assignment and renewal follow-ups in one system, rather than a generic sales CRM adapted to fit.
Most broking and advisory firms run client data across a mix of spreadsheets, WhatsApp threads and a basic CRM that wasn't built for the trade. That gap shows up at audit time, when compliance or a client review asks for a clean trail of onboarding, communication and documents, and none of it lives in one place. CRM Force keeps every client's KYC status, RM assignment, communication log and renewal date on a single record, so servicing and reporting don't depend on any one person's memory.
It's the same platform used across our other 17 industries, so a broking or financial services firm also gets GST billing, selfie + GPS branch attendance, payroll and an AI assistant bundled in — not sold as separate add-ons.
Questions
Frequently asked questions
Yes. Each client's onboarding stage, KYC documents and account status live in one record, so nothing depends on a separate spreadsheet or email thread.
Yes. Leads, existing clients and renewals are assigned to relationship managers with follow-up reminders, so servicing doesn't depend on memory.
Yes. Client records, communication logs and document trails are kept together per client, which is what most compliance reviews and audits ask to see first.
Yes. Selfie + GPS attendance covers branch and field staff, and billing for advisory or subscription plans runs from the same platform.
Get in touch
Talk to us about Broking & Financial Services
Send us your requirement — our team replies within one business day with a tailored demo for your broking or financial services business.