New lead follow-up
A lead from your ad gets a reply and a planned follow-up on WhatsApp, and moves to Interested once their answers meet your rules.
For financial advisors and insurance agents
Business automation for financial advisors, mutual fund distributors and insurance agents
An advisory practice runs on regular contact: the new lead who needs three conversations before trusting you, and the existing client who should hear from you at tax season, at review time and on their birthday. Chitrio turns that rhythm into a system. Leads from your WhatsApp number and your Facebook and Instagram lead forms land in one CRM with stages, reminders and AI scores based on your own rules, for example a minimum monthly investment or a city. For clients, a 12-month workflow sends a welcome, a SIP check, tax season reminders, quarterly and annual review nudges, festival greetings and birthday wishes, with a monthly limit per client so nobody is flooded. Every non-greeting message carries a risk line and every message has an opt-out.
Who it is for: For mutual fund distributors, insurance agents, independent financial advisors and small advisory teams in India who manage hundreds of clients and leads on WhatsApp and phone.
Free trial to start · the cost is shown before every render
Straight answer: The CRM, WhatsApp automation and client workflow are in early access and are being switched on for workspaces in small batches. Chitrio does not give investment advice and does not check your content against regulations: you are responsible for every claim, your registration details, the mandatory disclaimers and the rules that apply to you. An AI calling add-on for first calls to new leads is being rolled out with a few advisors.
How it works
- 1
Bring in leads and clients
Connect your WhatsApp Business Platform number and lead forms, or import your client sheet with consent. Add tags like SIP, Lumpsum, Insurance, Tax-saving or SWP.
- 2
Switch on the client calendar
Review the 12-month workflow in English, Hindi or Hinglish, edit any message, and approve. Templates are prepared for WhatsApp approval for you.
- 3
Spend your time on conversations
Call the leads the AI scored highest, log meetings and notes, upload call recordings for a summary, and let reminders tell you who is due.
Chitrio features used
Named as they appear in the product, so you can find each one after you sign in.
AI TeamIn early testing
A team of AI agents for your business: they plan, make and publish videos, answer customers and work your leads on a schedule, and anything public or paid waits for your yes. Build your own agents in plain words, chain steps into workflows, and get a weekly report of what each one did.
Recording to notes
Upload a call, meeting or WhatsApp voice note in Hindi, English or Hinglish. Get the full transcript and clear notes: summary, key points, decisions, action items with owner and date, follow-up questions and what the customer asked for. Copy it, download it, or add it to the lead in your CRM.
Business Autopilot
Weekly marketing that runs itself, from one business profile.
Poster packs
Ready-to-post images for feed and stories, made from a business profile.
What people make with it
Client review reminders
Quarterly, half-yearly and annual review nudges, including a nominee and contact detail check, go out on schedule.
Tax season and year-end
Tax-saving reminders in January and a year-end reminder in March reach clients before the rush.
Greetings that build trust
Diwali, Holi, New Year and birthday wishes go to every client without you keeping a list of dates.
Explainer videos for clients
Short videos on SIP basics, term insurance or why to update your nominee, with your name, contact and disclaimer line, for WhatsApp Status and Reels.
Call notes
Upload a client call and get the goals they mentioned, the documents still needed and the next step, attached to their record.
Free course, recorded on the real product
Market a local business with Chitrio
A promo in five minutes, a product ad from one photo, free posters, video answers to customer questions, a weekly autopilot.
Questions, answered
Is this an investment advice tool?
No. It handles the routine contact and marketing work of your practice. It does not recommend products or check compliance, and the messages contain no return promises.
Will clients get too many messages?
No. A monthly limit per client applies across follow-ups, greetings and video shares, and anything over the limit is skipped, not sent later. Replies to clients are never limited.
Can I add my registration number and disclaimer?
Yes. Put them in your business profile and message text, and they appear exactly as you typed them in videos and end cards.
Can my team use it?
Yes. Leads can be assigned to team members, reminders go to the assigned person, and managers can export a CSV of the workspace data.
Do my leads from lead ads need consent for WhatsApp follow-ups?
Yes. Consent is taken only from a ticked disclaimer or a clear yes in the form, or from a lead who wrote to you first. Others stay in the CRM for calls but are not messaged automatically.
Related pages
Run your advisory practice on a system
Start free, then ask us to switch on the CRM and client workflow for your workspace.
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