Client Book
Existing customers by product. Open a product to see its customers, who to pitch it to next, and upcoming renewals.
Showing sample customers so you can try things out. Import your real sheets, then remove the samples from the import page.
6
Customers
3
With 2+ products
7
Products you handle
Mutual FundsSIPs, lump sums and portfolios
- Customers
- 4
- To pitch
- 2
- Follow-ups
- 0
Term InsuranceLife cover for the family
- Customers
- 2
- To pitch
- 4
- Renewals 30d
- 1
1 renewal overdue
Health InsuranceFamily health cover
- Customers
- 2
- To pitch
- 4
- Renewals 30d
- 1
General InsuranceMotor, home and travel
- Customers
- 1
- To pitch
- 5
- Renewals 30d
- 1
PMSPortfolio Management Services
- Customers
- 0
- To pitch
- 6
- Follow-ups
- 0
AIFAlternative Investment Funds
- Customers
- 0
- To pitch
- 6
- Follow-ups
- 0
SIFSpecialized Investment Funds
- Customers
- 0
- To pitch
- 6
- Follow-ups
- 0