SmartVisor is the only CRM built from the ground up for mutual fund distribution companies. Manage your full business — leads, clients, SIP/STP/SWP transactions, team, and compliance — in one unified platform.
From capturing the first lead to long-term client wealth management — SmartVisor handles every step of the mutual fund distribution process.
Capture and track leads with automated follow-up reminders, lead status management (Cold/Calling/Meeting), and easy assignment to sales reps.
Complete 360° client profiles with financial service history, KYC status, communication logs, complaints, and a full audit trail for every interaction.
Track all mutual fund transactions — SIP start/stop, STP, SWP, Redemption, Change of Bank, Nominee changes, and KYC updates — linked to each client.
Create user accounts with role-based permissions for Admins, Sales Executives, and Operations staff. Monitor performance and accountability from one dashboard.
Service approval workflows, TAT reconciliation, MIS reporting, and audit-ready documentation — everything your operations team needs to stay compliant.
Real-time business intelligence — lead conversion rates, sales figures, team KPIs, and client growth — all visualized in one interactive management dashboard.
SmartVisor tracks every type of mutual fund activity your clients perform — so nothing ever falls through the cracks.
Start, stop, and modify Systematic Investment Plans
Systematic Transfer Plan management and tracking
Systematic Withdrawal Plan setup and record-keeping
Full and partial redemption request tracking
Bank mandate update requests and approvals
Nominee addition and modification management
KYC update tracking and compliance status
Service delivery time monitoring and reconciliation
Generic CRMs are built for sales teams — not mutual fund distributors. SmartVisor speaks your language, understands your compliance needs, and is configured for MFD operations from day one.
Every module — lead management, SIP tracking, TAT reconciliation — is designed around how Indian MFDs actually work.
Audit trails, MIS reports, and TAT reconciliation keep your operations clean for AMFI and internal compliance reviews.
See your entire business — leads, clients, transactions, team performance — in a single real-time dashboard.
Each team member sees exactly what they need — no more, no less. Admins get full control, sales get their pipeline, ops get their approvals.
See why MFDs across India choose SmartVisor to manage their leads, clients, and sales. Book a free demo today.