Replace spreadsheets, sticky notes, and 5 different tools with one focused CRM built around your daily MFD workflow.
Add and manage leads with client details, source, status, and investment potential — all in one place.
Schedule follow-ups, monitor pending activities, and never miss an important client conversation again.
Track calls, meetings, WhatsApp chats, emails, and portfolio reviews with complete history and notes.
Track SIP & Lumpsum opportunities with stage-wise visibility.
Plan investor reviews & maintain review notes for future action.
Manage daily activities with priorities & deadlines. Control team access, roles & activities from one panel.
Complete business management platform for Mutual Fund Distributors
MFD CRM combined with advanced calling productivity & monitoring tools
From investor management to communication and calling - Sales Ninja integrates seamlessly with your business ecosystem to simplify operations and improve productivity.
Fill in your details and our team will reach out to you. No sales pressure, just your workflow discussion & the features that can benefit you.
Everything you need to know about Sales Ninja MFD CRM.
Sales Ninja is an AI-Optimized Lead & Client Management CRM built specifically for Mutual Fund Distributors (MFDs).
You can manage:
Yes. The CRM is specially designed around MFD workflows and investor management processes.
Yes. You can monitor opportunities, investment amounts, and lead stages from approach to closure.
Yes. It syncs with your wealth management ecosystem for smoother execution and workflow.
Yes. You can create users, manage roles, and control access for team members.
Yes. Complete onboarding, training, and support are provided by the RedVision team.
Yes. You can book a free live demo to explore the CRM and its features.
Yes. Special launch offers and referral rewards are currently available for limited periods.
Yes. Both the Referrer & Buyer can earn rewards on every successful conversion under the referral program.
Join hundreds of advisors already growing their AUM with AI-optimized Sales Ninja CRM.