Manage member inquiries, subscriber follow-ups, and branch-led sales workflows with more consistency.
LEMAI CRM for Chit Funds helps teams capture new member inquiries, assign follow-ups, manage subscriber interactions, and track sales performance across branches, agents, and field teams through one structured CRM platform.
Lakshmi Devi
Documentation
Venkat Rao
Interested
Sunita Bai
New Inquiry
Ramesh Pillai
Enrolled
Chit fund teams often manage new inquiries, subscriber relationships, agent activities, and branch communication through fragmented processes. This creates missed follow-ups, unclear ownership, and weak visibility into lead conversion. LEMAI CRM helps organize front-end sales and relationship workflows in a more structured way.
Common problems chit fund teams face without a structured CRM.
New member leads may come from walk-ins, calls, referrals, campaigns, and branch teams without a centralized system.
Staff may miss callbacks, enrollment nurturing, and relationship-building steps needed to convert inquiries.
Leads often move between agents, branches, and managers without clear accountability.
Management may struggle to understand source performance, branch efficiency, and conversion status.
LEMAI CRM helps chit fund businesses structure inquiry handling, follow-ups, and relationship-led sales workflows.
Capture inquiries from branches, calls, referrals, website forms, walk-ins, and field agents.
Assign prospects to branch staff, agents, or relationship managers.
Track callbacks, pending discussions, reminders, and nurturing steps.
Manage stages: new inquiry, contacted, interested, documentation in progress, enrolled, or dropped.
Maintain prospect and subscriber details, communication history, and notes in one place.
Provide shared visibility across teams, branches, and managers.
Automate reminders, ownership rules, and inactivity alerts.
Track branch performance, agent productivity, source quality, and conversion trends.
Everything your branch and agent teams need in one platform.
Bring inquiries from branches, referrals, and field channels into one CRM.
Track who owns each lead and what action is pending next.
Monitor each prospect from inquiry to enrollment through defined stages.
Maintain one record for every prospect or subscriber with complete history.
Use reminders and alerts to reduce missed callbacks and delayed actions.
Track agent performance, branch activity, and conversion trends with clarity.
Handle local inquiries, callbacks, and conversion tasks in one structured workflow.
Track prospects, update status, and manage follow-ups more consistently.
Maintain stronger member engagement and visibility across active prospects.
Review branch performance, lead movement, and source contribution with real-time clarity.
Connect with website forms, telephony, WhatsApp, branch lead inputs, referral workflows, and reporting systems.
Strengthen follow-up discipline, improve branch-level ownership, and manage subscriber acquisition with more confidence.