CRM for Mutual Fund Distributors

Feature

Client relationships, organized

A CRM built specifically for the mutual fund distribution business. Track every client interaction, manage documents, and keep your pipeline flowing — all in one warm, intuitive workspace.

What you can do

Built for how you actually work

Unified Client Database

Store every client's PAN, KYC status, folio numbers, bank mandates, and contact details in one searchable database. Link family members and manage HUFs and joint accounts with ease.

Interaction Tracking

Log every call, meeting, email, and WhatsApp message against a client's record. Atlas builds a complete timeline so you always know the context before you reach out.

Task & Follow-up Management

Never miss a SIP renewal, KYC expiry, or client birthday again. Atlas creates smart tasks automatically and sends reminders across email and WhatsApp.

Document Vault

Upload and organize KYC documents, mandate forms, and scheme fact sheets. Everything is versioned, searchable, and securely stored with role-based access.

Pipeline Management

Track prospects from first contact to onboarding. Visualize your distribution pipeline, conversion rates, and AUM growth with built-in analytics.

Family Wealth View

See the complete financial picture for every family. Aggregate holdings across members, view combined SIPs, and plan generational wealth transfers.

Getting Started

Getting started with CRM

01 /

Import existing clients

Bring your client base into Atlas with a simple CSV upload. Atlas auto-detects PAN numbers, validates KYC status through KRA, and links existing folios from KFin and CAMS.

02 /

Set up your pipeline stages

Define your own pipeline stages — from "Lead" to "Onboarded" to "Active SIP." Customize task templates for each stage so nothing falls through the cracks.

03 /

Configure smart reminders

Set up automatic reminders for SIP renewals, KYC revalidations, mandate expirations, and client birthdays. Choose your preferred channel — email, WhatsApp, or in-app notifications.

04 /

Invite team members

Add relationship managers and support staff with granular role-based access. Assign clients to specific RMs and track team performance through dashboards.

FAQ

Frequently asked questions

All client data is encrypted at rest with AES-256 and in transit with TLS 1.3. Atlas is hosted on SOC 2 Type II certified infrastructure in India. Role-based access control ensures team members only see what they need to.

Yes. Atlas provides a CSV template that maps to standard MF distribution fields. Simply export your spreadsheet in the template format and upload. Atlas validates PAN numbers, checks KYC status, and links folios automatically.

Yes. You can organize clients by branch, assign branch managers, and track performance across locations. Each branch can have its own branding, fee structure, and compliance workflow.

Atlas integrates with KRA (KYC Registration Agencies) to validate and track KYC status in real time. You'll receive automatic alerts before KYC expirations, and Atlas generates compliant client onboarding documentation.