The essentials
- 100 leads · 2 users
- Standard sales pipeline
- Risk profiling & smart reminders
- Dashboard & essential reports
- 500 MB document storage
For Mutual Fund Distributors
One platform.
Every relationship.
IFAclick connects leads, families, investments and communication in one workspace built for Mutual Fund Distributors.
How does it work?
Getting started with IFAclick is simple. Follow these steps to transform your financial advisory business.
01
Create Account
Sign up for IFAclick in minutes. No credit card required to get started.
02
Setup Your Profile
Complete your profile and customize your dashboard to suit your needs.
03
Start Using the Platform
Start managing your clients, tracking leads, and growing your business.
IFAClick At A Glance
Watch video to get better insights.
A complete toolkit.
One connected practice.
Explore the features behind every client relationship.
A structured path from first enquiry to client. Track stages, ownership and the next conversation.
Meeting schedules, minutes and follow-ups connected to the client. Clear responsibility for every next step.
A connected view of each family, with individual profiles and supporting records kept distinct.
Risk assessments alongside investment information, holdings and SIPs for better-informed client conversations.
Reports, reminders and updates through WhatsApp and email, with integrations available by plan.
Understand the practice beyond individual tasks. Review lead sources, team activity and business reporting.
Sales pipeline128 active leads
New enquiries 42
AR
Ananya RaoWebsite enquiry
VS
Vikram ShahReferral
In discussion 56
RS
Rahul SharmaDiscussing investment goals
Family goals. A clear next step.
Ready to onboard 30
NM
Neha MehtaDocuments requested
Rahul moved to In discussionHistory stays connected
Lead records · Sales stages · Relationship ownership
Illustrative product view · Sample data
1 / 6
TESTIMONIALS
What Our Users Say
Discover how IFAclick has helped mutual fund distributors across India grow their business and improve client satisfaction.
"SEBI compliance is always critical, especially when sending portfolio updates or reminders. Now, the IFA Click CRM logs communications, integrates my email and WhatsApp, and ensures everything is audit-ready. It's like having my compliance checklist running in the background."
Sudhendra Lakshmana Rao
Founder & CEO at Finozone
Room to start.
Space to grow.
Clear plans for every stage of an MFD practice.
Lower total cost with yearly billing
Everything in Basic, with
- 500 leads · 6 users
- Custom sales pipeline
- Family relationship management
- Email integration & basic audit logs
- 5 GB storage · WhatsApp as add-on
Premium
Connected teamsA connected, growing practice.
₹19,999/ year
Billed yearly · Save ₹3,989Talk about PremiumExpanded capability, with
- 5,000 leads · 21 users
- Advanced pipeline & risk profiling
- WhatsApp integration included
- Office 365 + Google Workspace
- Advanced analytics & full audit trail
Enterprise
For larger organizations and more complex workflows.
Unlimited leads & storageCustom reports & integrations
Let’s talk Compare all features
The details, side by side.
Capacity, integrations and reporting in each plan.
| Features | ||||
|---|---|---|---|---|
| Leads | 100 | 500 | 5,000 | Unlimited |
| Users | 2 (1 admin + 1 user) | 6 (1 admin + 5 users) | 21 (1 admin + 20 users) | Enterprise management |
| Sales pipeline | Standard | Custom | Advanced | Advanced workflows |
| Risk profiling | Included | Included | Advanced | Risk & suitability |
| Reminders | Smart reminders | Smart reminders + DND | Smart reminders + DND | Enterprise notifications |
| Document storage | 500 MB | 5 GB | 5 GB + expandable | Unlimited |
| Reports & analytics | Dashboard & reports | Business reports | Advanced analytics | Custom reports & analytics |
| Family relationships | Not included | Included | Included | Included |
| Email integration | Not included | Included | Office 365 + Google Workspace | Enterprise integrations |
| WhatsApp integration | Not included | Add-on | Included | Discuss requirements |
| Audit history | Not included | Basic logs | Complete audit trail | Enterprise audit trail |
Multi-Year Offer
Commit for longer and save more.
2 Years
Year 1Regular Price
Year 210% OFFon Annual Price
3 Years
Year 1Regular Price
Year 210% OFFon Annual Price
Year 315% OFFon Annual Price
Secure & Compliant
Bank grade security
Dedicated Support
For all paid plans
Cancel Anytime
No long-term contracts
All prices are exclusive of applicable taxes.
For setup, add-ons, or a larger team, speak with us.
FAQ
Frequently Asked Questions
Find answers to common questions about IFAclick and how it can help your mutual fund distribution business.
IFAclick is a comprehensive CRM tool designed specifically for mutual fund distributors to manage leads, assign tasks, track client interactions, and streamline their business operations.
IFAclick helps you organize client data, track leads, manage tasks, automate follow-ups, generate reports, and gain insights into your business performance - all from a single platform, saving you time and helping you grow your business.
Absolutely. We implement industry-standard security measures including data encryption, secure authentication, and regular security audits to ensure your data remains protected at all times.
Yes, IFAclick is fully responsive and can be accessed on any device including smartphones and tablets, allowing you to manage your business on the go.
Yes, we offer a 14-day free trial with full access to all features so you can experience the benefits of IFAclick before making a commitment.
Getting started with IFAclick is very simple. After signing up, our onboarding team will guide you through the setup process, help import your existing client data, and provide training to ensure you can make the most of all features.
CONTACT US
Get In Touch
Have questions about IFAclick? Our team is here to help. Reach out to us and we'll get back to you as soon as possible.
Send us a message
Contact Information
support@ifaclick.com