AI-Optimized CRM — Built exclusively for MFDs

From Lead Management to Conversion, In One CRM

Built exclusively for MFDs to manage & convert more investors.

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More Conversions
Better Follow-ups
Clear Pipeline Visibility
Less Manual Work
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More Conversions for every MFD ·
Better Follow-ups automated & on time ·
Clear Pipeline visibility at a glance ·
Less Manual Work — focus on investors ·
SIP & Lumpsum opportunity tracking ·
AI-Optimized CRM for MFDs ·
More Conversions for every MFD ·
Better Follow-ups automated & on time ·
Clear Pipeline visibility at a glance ·
Less Manual Work — focus on investors ·
SIP & Lumpsum opportunity tracking ·
AI-Optimized CRM for MFDs ·
Core Features

Everything an MFD needs to
nurture & convert leads

Replace spreadsheets, sticky notes, and 5 different tools with one focused CRM built around your daily MFD workflow.

01
Lead Management
Lead Management

Add and manage leads with client details, source, status, and investment potential — all in one place.

02
Follow-up Tracking
Follow-up Tracking

Schedule follow-ups, monitor pending activities, and never miss an important client conversation again.

03
Interaction History
Interaction History

Track calls, meetings, WhatsApp chats, emails, and portfolio reviews with complete history and notes.

04
Opportunity Tracking
Opportunity Tracking

Track SIP & Lumpsum opportunities with stage-wise visibility.

05
Portfolio Reviews
Portfolio Reviews

Plan investor reviews & maintain review notes for future action.

06
Task & Team Management
Task & Team Management

Manage daily activities with priorities & deadlines. Control team access, roles & activities from one panel.

Simple, Transparent Pricing

One plan. Built for growing MFDs.

No hidden fees. Cancel anytime. Launch offer available for a limited time.

SALES NINJA MFD CRM
₹29,500 /user/year

Complete business management platform for Mutual Fund Distributors

  • Features:
  • Investor lifecycle & relationship management
  • WealthElite integration
  • Intuitive dashboard
  • RM/employee/branch/broker activity monitoring
  • Smart lead assignment & prospect pipeline
  • Follow-up reminders, tasks & engagement tracking
  • Document vault & investor profile history
  • Meeting logs, notes & interaction timeline
  • Custom reports & performance insights
  • Multi-user role & access management
  • Mobile app for field teams & RMs
Talk to Sales
Recommended
SALES NINJA MFD CRM + CALL CRM
₹14,400 /user/year

MFD CRM combined with advanced calling productivity & monitoring tools

  • Features:
  • Everything included in MFD CRM
  • Automatic business call tracking
  • Call recording & conversation history
  • Lead-wise call activity timeline
  • Daily employee productivity reports
  • Call analytics & performance monitoring
  • Team calling activity dashboard
  • Missed follow-up & idle time tracking
  • Calling insights for better investor engagement
  • Mobile app with integrated call monitoring
Get Started
Integrations

Future-Ready Integrations Built for MFD Workflows

From investor management to communication and calling — Sales Ninja integrates seamlessly with your business ecosystem to simplify operations and improve productivity.

  • Direct Wealth Elite integration for investor & portfolio sync
  • Native WhatsApp integration for automated investor communication
  • Cloud telephony integration for centralized call tracking & monitoring
  • Email integration for campaigns, alerts & investor communication
  • Microsoft Teams integration for internal collaboration & productivity
  • Zoho CRM integration for connected lead & business workflows
  • API-ready architecture for future custom integrations
WhatsApp
WhatsApp
Wealth Elite
Wealth Elite
Cloud Telephony
Cloud Telephony
Microsoft Teams
Microsoft Teams
Zoom
Zoom
Email Integration
Email Integration
Contact Us

Talk to an
MFD specialist today

Fill in your details and our team will reach out within 24 hours — no sales pressure, just a honest conversation about your workflow.

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FAQs

Got questions? We've got answers.

Everything you need to know about Sales Ninja MFD CRM.

1. What is Sales Ninja MFD CRM?

Sales Ninja is an AI-Optimized Lead & Client Management CRM built specifically for Mutual Fund Distributors (MFDs).

2. What can I manage with Sales Ninja CRM?

You can manage:

  • Leads
  • Follow-ups
  • Client interactions
  • Opportunities
  • Portfolio reviews
  • Tasks
  • Client Greetings
  • Team & User Management
  • Addon Integrations
  • All in one place.
3. Is Sales Ninja CRM built only for MFDs?

Yes. The CRM is specially designed around MFD workflows and investor management processes.

4. Can I track SIP & investment opportunities?

Yes. You can monitor opportunities, investment amounts, and lead stages from approach to closure.

5. Is Sales Ninja integrated with wealth management software?

Yes. It syncs with your wealth management ecosystem for smoother execution and workflow.

6. Can teams use Sales Ninja CRM together?

Yes. You can create users, manage roles, and control access for team members.

7. Is training and onboarding provided?

Yes. Complete onboarding, training, and support are provided by the RedVision team.

8. Is there a demo available?

Yes. You can book a free live demo to explore the CRM and its features.

9. Is there any launch offer available?

Yes. Special launch offers and referral rewards are currently available for limited periods.

10. Can I earn through referrals?

Yes. Both the Referrer & Buyer can earn rewards on every successful conversion under the referral program.

Convert leads into investors.

Built exclusively for MFDs — join hundreds of advisors already growing their AUM with Sales Ninja CRM.

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