EMI and renewal reminders, document collection and advisor follow-ups on the official WhatsApp Business API — with every conversation logged in one place.
Scheduled reminders before every due date, with a payment link in the same message.
Request KYC and claim documents through guided flows, captured against the client record.
Segment clients by renewal month and reach them with an official template — no spreadsheet chasing.
Advisors share an inbox with assignment and history, so clients never repeat themselves.
Start free — no card required. Set up your first workflow in minutes.
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