Nayi lead ka follow-up
Ad se aayi lead ko WhatsApp par reply aur planned follow-up milta hai, aur jawab rules se match hote hi woh Interested mein chali jaati hai.
Advisor aur insurance agent ke liye
Insurance agent aur mutual fund advisor ka business automation kaise kare
Advisory ka kaam regular sampark par chalta hai: nayi lead jise bharosa karne mein teen baatein lagti hain, aur purana client jise tax season, review ke time aur birthday par aapki yaad aani chahiye. Chitrio is rhythm ko ek system bana deta hai. WhatsApp number aur Facebook, Instagram lead forms ki leads ek CRM mein aati hain, stages, reminders aur aapke rules se bane AI score ke saath, jaise mahine ka minimum investment ya shehar. Clients ke liye 12 mahine ka workflow welcome, SIP check, tax season reminder, quarterly aur annual review, festival greetings aur birthday wish bhejta hai, har client ke liye mahine ki limit ke saath. Greeting ke alawa har message mein risk line hoti hai aur har message mein band karne ka option.
Kiske liye hai: Mutual fund distributor, insurance agent, independent financial advisor aur chhoti advisory teams ke liye jo WhatsApp aur phone par sainkdon clients aur leads sambhalte hain.
Free trial se shuru · har render se pehle kharcha dikhta hai
Seedhi baat: CRM, WhatsApp automation aur client workflow abhi early access mein hai aur thode thode workspaces par chalu ho raha hai. Chitrio investment advice nahi deta aur aapka content regulations se check nahi karta: har claim, registration details, zaroori disclaimer aur aap par lagne wale rules aapki zimmedaari hain. Nayi leads ko pehli call karne wala AI calling add-on kuch advisors ke saath shuru ho raha hai.
Kaise kaam karta hai
- 1
Leads aur clients lao
WhatsApp Business Platform number aur lead forms jodo, ya consent ke saath client sheet import karo. SIP, Lumpsum, Insurance, Tax-saving ya SWP jaise tag lagao.
- 2
Client calendar chalu karo
12 mahine ka workflow English, Hindi ya Hinglish mein dekho, koi bhi message badlo aur approve karo. WhatsApp approval ke templates aapke liye taiyaar hote hain.
- 3
Apna time baatcheet par lagao
AI ke sabse upar score wali leads ko call karo, meeting aur notes likho, call recording se summary pao, aur reminders batayenge kiski baari hai.
Chitrio ke yeh features
Product mein inhi naamon se milenge.
AI TeamAbhi testing mein
Aapke business ke liye AI agents ki team: schedule par videos plan karke banate aur post karte hain, customers ko jawab dete hain aur leads par kaam karte hain, aur jo bhi public ya paid ho woh aapki haan ka intezaar karta hai. Apne shabdon mein apne agents banaiye, steps ko workflow mein jodiye, aur har hafte report paaiye.
Recording se notes
Call, meeting ya WhatsApp voice note upload kijiye, Hindi, English ya Hinglish mein. Poora transcript aur saaf notes paaiye: summary, khaas baatein, faisle, kaun kya kab karega, agle sawaal aur customer ki zaroorat. Copy, download, ya CRM mein lead ke saath jodiye.
Business Autopilot
Har hafte ki marketing jo apne aap chalti hai, sirf ek business profile se.
Poster packs
Feed aur stories ke liye post karne ko taiyaar images, business profile se bani.
Isse kya bana sakte ho
Client review reminder
Quarterly, half-yearly aur annual review ki yaad, nominee aur contact detail check ke saath, time par jaati hai.
Tax season aur saal ka ant
January mein tax-saving reminder aur March mein saal khatam hone ka reminder, rush se pehle.
Bharosa banane wali greetings
Diwali, Holi, New Year aur birthday wish har client ko, tareekhon ki list rakhe bina.
Clients ke liye explainer video
SIP basics, term insurance ya nominee update par chhote video, aapke naam, contact aur disclaimer ke saath, WhatsApp Status aur Reels ke liye.
Call notes
Client call upload karo aur unke goals, baaki documents aur agla kadam unke record se jud jaata hai.
Free course, asli product par record kiya
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.
Aapke sawaal
Kya yeh investment advice ka tool hai?
Nahi. Yeh aapki practice ka roz ka sampark aur marketing ka kaam sambhalta hai. Product recommend nahi karta, compliance check nahi karta, aur messages mein return ka koi vaada nahi hota.
Kya clients ko bahut zyada message jayenge?
Nahi. Follow-up, greetings aur video share sab par har client ke liye mahine ki limit lagti hai, limit se upar wala message skip hota hai, baad mein nahi jaata. Clients ko reply par koi limit nahi.
Kya registration number aur disclaimer laga sakte hain?
Haan. Business profile aur message text mein daalo, video aur end card mein waise hi dikhte hain jaise aapne likha.
Kya meri team use kar sakti hai?
Haan. Leads team members ko de sakte ho, reminder zimmedaar insaan ko jaata hai, aur managers workspace ka data CSV mein export kar sakte hain.
Kya lead ads wali leads ko WhatsApp follow-up ke liye consent chahiye?
Haan. Consent sirf form mein tick kiye disclaimer ya saaf haan se, ya pehle khud likhne wali lead se maana jaata hai. Baaki leads CRM mein call ke liye rehti hain, unhe apne aap message nahi jaata.
Yeh bhi dekho
Apni advisory practice ko system par chalao
Free shuru karo, phir CRM aur client workflow chalu karne ke liye humse poochho.
Free shuru karo