Grow AUM While Staying Compliant
Financial services requires trust, compliance, and personalization. SalesTub helps you manage client relationships, track every interaction, and maintain audit trails that satisfy regulators.
Why Financial Services businesses struggle without a CRM
Sound familiar? These are the problems our customers faced before switching to SalesTub.
Scattered Client Data
Client information spread across multiple systems makes it impossible to get a complete picture.
Compliance Documentation Gaps
Manual tracking of compliance requirements leads to audit failures and regulatory risk.
No Advisor Performance Visibility
You can't improve what you can't measure. Advisor activities are a black box.
Manual Renewal Follow-ups
Policy renewals and investment maturity dates slip through without automated reminders.
Data Security Concerns
Financial data requires the highest security standards that spreadsheets can't provide.
Cross-Sell Opportunities Missed
Clients hold multiple products but advisors don't know about upsell opportunities across SIPs, insurance, and loans.
How SalesTub solves these problems
Purpose-built features that address every pain point financial services businesses face.
360° Client View
See all products, interactions, and documents for each client in one secure place.
Compliance Audit Trails
Every action is logged with timestamps. Generate compliance reports in minutes.
Automated Renewal Alerts
Never miss a policy renewal or investment maturity date with smart reminders.
Advisor Dashboard
Track AUM, client meetings, and conversion rates for every advisor.
Cross-Sell Intelligence
Identify clients who qualify for additional products—SIPs, insurance, loans—based on their profile.
KYC Document Vault
Store and manage all client KYC documents securely. E-KYC integration for instant verification.
Built for financial services workflows
Not generic CRM features—tools designed specifically for how financial services businesses operate.
SalesTub vs. The Alternatives
See why financial services businesses choose SalesTub over spreadsheets and expensive enterprise CRMs.
| Feature | SalesTubFrom ₹999/mo | SpreadsheetsFree | Enterprise CRM₹15,000+/mo |
|---|---|---|---|
| Easy Setup (< 5 min) | |||
| Automated Follow-ups | |||
| WhatsApp Integration | |||
| Mobile App | |||
| India-Specific Features | |||
| GST Invoicing | |||
| Local Support | |||
| Affordable Pricing | |||
| Scalable | |||
| No Training Required |
Real results from Financial Services
“SalesTub transformed how we manage client relationships. We now have complete visibility into every client interaction and our compliance audits are a breeze.”
Priya Sharma
Managing Director, Secure Wealth Advisors
Common questions about financial services CRM
Everything you need to know about using SalesTub for your financial services business.
CRM that understands Indian business
Unlike foreign CRMs, SalesTub is built from the ground up for how Indian businesses operate.
GST Invoicing
Generate GST-compliant invoices directly from deals. CGST, SGST, IGST calculated automatically.
IndiaMART Integration
Auto-capture leads from IndiaMART. No more copy-pasting inquiries from emails.
Razorpay & UPI
Accept payments via Razorpay, UPI, and all major Indian payment methods.
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