Industries We Serve

One Platform.
Many Industries.

Each TrueCRM edition is purpose-built for that sector — not a re-skin, but a ground-up workflow redesign.

📈 ⭐ Featured Edition

Wealth Management CRM

Built for financial advisors, wealth managers, and IFAs managing HNI clients, portfolios, SIPs, and regulatory reviews. Every field, every workflow, every report speaks your language.

✓
AUM Tracking & Portfolio Dashboards
Real-time per-client portfolio view with performance trends and asset allocation
✓
SIP & Lumpsum Investment Pipeline
Track investment journey from lead to first SIP with auto-reminders
✓
KYC & SEBI Compliance Workflows
Automated KYC renewal reminders, AMFI compliance checklists built-in
✓
Client Review Scheduling & MIS Reports
Quarterly review calendar with auto-generated MIS packs for leadership
Get Wealth Management CRM
Wealth Dashboard Live
Total AUM
₹842 Cr
↑ 18.3% this qtr
Active Clients
1,247
↑ 34 this week
SIPs Running
3,840
↑ 12.4% MoM
KYC Due
18
⚠ This week
Today's Activity
SIP review — Arjun Mehta ₹85K/mo2m
New HNI lead — ₹2.4Cr AUM18m
KYC renewal overdue — 3 clients1h
Real Estate Pipeline
Active Leads
842
↑ 12% MoM
Units Sold
38
↑ 22% vs last
Site Visits
94
This month
Commission Due
₹14.2L
3 payouts pending
🏗️ Tower B, Sector 42 — 12 site visits scheduled this week
🏢 Real Estate Edition

Real Estate CRM

From site visits to registrations — manage property leads, broker networks, and project pipelines in one place built for how real estate actually works in India.

✓
Property & Project Pipeline Management
Track leads from enquiry to registration per project and tower
✓
Site Visit Scheduling & Follow-Up
Auto-reminders, visit notes, and post-visit follow-up sequences
✓
Broker Commission Tracking
Commission slabs, payouts, and broker performance dashboards
✓
Payment Milestone Reminders
Automated buyer reminders for instalments and due dates
Get Real Estate CRM
🏥 Healthcare Edition

Healthcare CRM

Patient acquisition, appointment scheduling, follow-up care, and doctor-patient relationship management — built for clinics, hospitals, and diagnostic chains across India.

✓
Patient Lifecycle Management
From first enquiry through treatment to post-care follow-up
✓
Appointment & Referral Tracking
Multi-doctor scheduling with referral chain and source attribution
✓
WhatsApp Follow-Up Automation
Automated post-consultation reminders and re-engagement sequences
✓
ABDM-Ready Compliance
Aligned with Ayushman Bharat Digital Mission guidelines
Get Healthcare CRM
Healthcare Dashboard
Patients Today
124
↑ 8 vs yesterday
Follow-Ups Due
38
Send reminders
Referrals
22
This week
Revenue Today
₹1.8L
↑ 15% MoM
Insurance Renewal Tracker
Policies Active
4,280
↑ 340 this month
Renewals Due
142
Next 30 days
Lapse Rate
2.1%
↓ 34% reduction
Claims Open
18
3 pending docs
🔔 142 renewal reminders auto-sent via WhatsApp this week
🛡️ Insurance Edition

Insurance CRM

Policy sales pipelines, renewal tracking, claim coordination, and IRDAI-compliant advisor workflows — everything your insurance broking firm needs in one place.

✓
Policy Issuance & Renewal Pipeline
Track every policy from lead to issuance to renewal with zero gaps
✓
Premium Collection Reminders
Automated WhatsApp & SMS before every due date
✓
Claim Status Tracking
Full claim journey from filing to settlement with document checklist
✓
IRDAI Compliance Built-In
Regulatory checkpoints embedded in every advisor workflow
Get Insurance CRM
Don't See Your Industry?

We Also Serve Education, Logistics & More

Talk to us — if your industry has specific CRM needs, we can build or customise an edition for you.

Talk to Our Team