From KYC to compliance tracking, automate everything in one CRM.
Auto-assign leads based on KYC status, risk tier, or compliance stage.
Trigger follow-ups, document requests, or onboarding nudges instantly.
Built-in privacy compliance aligned with Indian financial regulations.
Manage all email, calls, and follow-ups without switching tabs.
You chase leads. They chase dashboards.
We fixed that.
AES-256 encryption, role-based access, real-time threat monitoring.
Built to align with RBI, GDPR, PCI-DSS, and SOC 2 frameworks.
Time-stamped actions, permission logs, exportable records for regulators.
Handle thousands of clients, millions of transactions.

Free onboarding call
Priority feature access
Early invite to new AI assistant
Only 11 new user slots left before bonus expires
Ensuring secure handling of payment and cardholder data.
Aligned with regulatory frameworks specific to Indian financial institutions.
International gold standard for information security management.
Demonstrates strict internal controls on data handling and privacy.
Know when to follow up.
No refresh, no delays.
Act while it's hot.
Always up to date, everywhere.
