Compliance-ready CRM with audit trails, secure data storage, and INR billing.
Regulators and internal audits demand a complete log of every client communication and action. Spreadsheets and WhatsApp threads cannot provide this.
KYC documents live on WhatsApp. Policy details are in email. Contact notes are in Excel. One data breach or mix-up can destroy client trust.
When a client was pitched a product, what was offered, and whether they said yes or no — this information is locked in an agent's memory or personal notes.
Every call, message, status change, and note is logged with a timestamp and user identity. The audit trail cannot be edited or deleted.
All client data is stored on AWS Mumbai with AES-256 encryption at rest and in transit — keeping you compliant and your clients' data safe.
Log every product pitched per client and set automated follow-up sequences so no cross-sell or renewal opportunity ever slips through.
Lead captured from referral, portal, or inbound call.
Task created to collect and attach KYC documents to profile.
Product interest logged against the client record.
Automated WhatsApp and call reminders at Day 1, 3, and 7.
Deal marked won; policy details stored in the client profile.
Automated renewal reminder triggered 30 days before expiry.
Financial advisors on DXYRA manage 3x more clients per advisor with automated follow-up sequences.
Join growing sales teams across India. Free forever plan available.
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