The WhatsApp CRM built for financial advisors
A referral is warmest on day zero. If your first touch happens next week, the goodwill has faded and the prospect has met another advisor. Yuktar fixes the structure: one official number, every chat on a contact record, every deal on a visible pipeline.
From chat chaos to a working system
A referral is warmest on day zero. If your first touch happens next week, the goodwill has faded and the prospect has met another advisor. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
Structure fixes it without changing how you sell. One official number the whole team answers from; every conversation attached to a contact with notes, tags and deal stage; automation firing the follow-ups nobody should have to remember. A play like "respond to referral leads instantly with a personal whatsapp introduction" becomes a stage-change trigger, not a sticky note.
Where financial advisory teams bleed deals
Referral leads cool before you call
A referral is warmest on day zero. If your first touch happens next week, the goodwill has faded and the prospect has met another advisor.
Generic updates get ignored
A single WhatsApp broadcast to every client — retiree and first-jobber alike — reads like spam. Segmented, relevant updates get replies.
Built for financial advisory team workflows
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Send segmented market updates —
Send segmented market updates — retirees, accumulators, NRI clients — tracked on stages, not in memory.
Track prospects by product interest
Track prospects by product interest on a compliant, auditable pipeline, triggered automatically by pipeline movement.
Roles & audit trail
Role-based access and audit logs keep client conversations accountable and recoverable.
Scattered chats → working pipeline
- 1
One number, whole team
Connect an official WhatsApp Business API number; everyone answers from a shared inbox with internal notes customers never see.
- 2
Chats become contact records
Tags, custom fields and a timeline of every WhatsApp, email and SMS touch — retrievable when the financial advisory client calls back months later.
- 3
Pipeline everyone can see
Drag-and-drop stages with lead scoring — deal state stops living in one person’s head.
- 4
Stage changes trigger follow-ups
Move a deal, fire a sequence. In practice: a client’s quarterly review comes due — Yuktar proposes slots on WhatsApp, books the meeting, and logs the whole exchange on their timeline.
Recurring
SIP, premium & review reminders on autopilot
100%
of client conversations retained & searchable
Ready-to-send messages for financial advisory teams
Copy, adapt the variables, and submit as WhatsApp templates — each maps to a real workflow below.
SIP date reminder
Hello {{name}}, your monthly SIP of ₹{{amount}} debits on {{date}}. Please keep the balance available in {{bank}}. Want to review or step-up the amount this quarter? Reply REVIEW and I'll call.
Portfolio review invite
Hi {{name}}, your quarterly portfolio review is due. Your {{fund}} allocation has moved {{change}} since we last spoke. I have slots {{day}} {{time1}} or {{time2}} — which suits you?
Frequently asked questions
What happens to chats when a team member leaves?
Nothing is lost — conversations belong to the workspace, not personal phones. Reassign their contacts and every thread, note and deal stays intact.
Is there an audit trail of client communication?
Every message across WhatsApp, email and SMS is retained on the contact timeline with timestamps, and workspace audit logs record team actions — useful for compliance reviews.
Can I segment clients by portfolio type or life stage?
Yes. Tags and custom fields let you segment by product, AUM band or life stage, so your market commentary lands only with the clients it is relevant to.
What’s included free?
The free forever plan includes the inbox, pipeline and core messaging; you upgrade only for higher volumes and deeper automation.
First workflows to move in
- Track prospects by product interest on a compliant, auditable pipeline
- Remind clients about SIP dates, insurance premiums and tax deadlines
- Schedule recurring review-meeting reminders per client automatically
- Respond to referral leads instantly with a personal WhatsApp introduction
One WhatsApp your financial advisory team closes deals from
Inbox, pipeline and automation in one setup session. Free forever plan — no credit card.
Get Started — It’s FreeNo credit card · Free forever · Cancel anytime