• You will import all bulk leads and then keep adding to your references or any prospect in the lead section
• Must have an automation of sending an introductory whatsapp or E mail or both at the time of addition
• Automatic task should be created to follow up on the lead - 5 days, 15 days and then 3 months and then 6 months and then 1 year etc till when it gets converted or gets into junk
• As a staff you want to see the leads mapped to you
• As an admin you need to see the report of total lead vs converted leads, junk leads, pending leads etc
• You have to decide at which stage you will move a lead to client section

• You will import all existing clients from your MF Software or you can fetch through API
• You will choose an unique identifier to know that these are converted clients
• You will choose the unique identifier to know that these are yet to be converted clients ( under progress)
• Must have an automation of sending a welcome message/mail on 5th day then training message on 30th day, then review reminder on 90 days etc
• Automatic task should be created to follow up on 3 months, 1 year , birthday etc
• As a staff you want to see the customers mapped to you
• As an admin you need to see the report of total customers vs active customers, dormant customers etc

• You should get into a habit of assigning task to any of your staff through ZOHIO task management
• You should get into habit of creating task for yourself also
• You should check total task status - pending, completed etc

• You should create Deal for every thing - unit sell or Unit repurchase
• You should record the discussion on every deal

• You should create meeting link for every online discussion with customer for a recorded discussions
• You may share the recording links with your customer

• Create a single E mail ID and map in ZOHO
• Manage all your E mails at one place
• Assign auto or manually the tickets to each RMs or support executives

• Create Zoho Campaign page
• Create Zoho Sites
• Create Zoho Blogs

How to make a website to sell Mutual Funds ?

1. Pick a Domain name and a proper Website CRM Plan like - WIX

2. Hire a professional to Design a Website with full flow - We design a website in just Rs 50K one time

3. Buy a product API from morning Star, Advisor Khoj, Accord Fintech, ICRA, or any other supplier you like

4. Register with NSE NMF, MFU or BSE Star to get the transaction API

5. Provide us both the APIs to set up in your Website and get it running

6. Set up a Blog page in your Website & hire a profession to write regular Blogs.

7. Optimize your website for better SEO

8. Launch and market your website through Wahtsapp and Social Media

9. Maintain your website with regular pop ups and informations

1. Pick a Domain name and a proper Website CRM Plan like - WIX

A carefully chosen domain name, well-designed site architecture and reliable hosting service are foundational elements when planning a website to sell. These factors influence the success of your website by affecting both user experience and search engine performance. When it comes to creating a website to sell any type of product, there are several key steps to follow:

Choose a custom domain name

If you had a physical storefront, you’d likely have a sign on the outside with your store’s name. Your domain name is the digital address of your online store that users should be able to easily find online. Select a domain name that reflects your brand and is easy to remember. Avoid using hyphens and numbers and try to keep your domain name as short as possible. Try using a domain name generator to find a suitable name that isn’t already taken. 

3. Buy a Product / data API

In order to provide online transaction , you need to present a complete research tool and fund selector tool on your website. There will be many type of fund selector tool like- Risk based funds, Goal Based funds, Free search tools etc

Choose your API supplier 

4. Get the transaction API

In order to provide online transaction , you also need to register with any of these transaction platform and get their API to integrate in your website. Such API comes for free and these platforms do not charge fees for registration