FirmOS client platform
InvestifyCRM is the public face of FirmOS. It shows how advisory firms capture credit-ready leads, convert them into customers, run process checklists with documents, and dispatch reminders without losing a visit or a follow-up.
Built for loan desks, investment consultants, and company-registration practices.
Today in FirmOS
Open leads
24
Active files
11
Due today
7
Lead KYC & CIBIL context
Process lists & documents
Email + WhatsApp reminders
Tenant-scoped firm data
What the CRM actually holds
Capture income, assets, CIBIL, PAN, Aadhaar, past loans, EMI bounce, and NPA flags before the first meeting.
Define process types and lists with interest bands, collateral rules, salary criteria, and required documents.
Convert a lead into a customer with profile, bank details, and live processes marked inquiry or documentation-complete.
Log responses, schedule field visits with reason and address, and keep status against both leads and customers.
Schedule amount-aware reminders and dispatch them on email or WhatsApp, with a full reminder log.
Maintain a company catalogue, registered-company records, employees, and a lawyer directory for legal work.
How work moves
Record the inquiry with KYC, credit, and location fields so the desk knows who is fundable.
Follow up, visit the site, and keep a dated response trail against the same person.
Promote the lead to a customer with profile and bank details intact.
Attach a process list, collect documents, and track income or expense on the file.
Fire scheduled notices over email or WhatsApp, then read the log.
Who it serves
FirmOS is not a generic sales CRM. It is shaped around Indian finance and registration work: credit flags, collateral, company catalogues, and document completeness.
View practicesCIBIL, EMI bounce, NPA, and institute history on every inquiry.
Process types, checklists, and registered-company status.
Visit logs, lawyer contacts, and reminder schedules that leave the office.
A short briefing is enough to map your process lists, reminder channels, and tenant workspace.
Request a briefing