Automate. Streamline. Serve. Grow.

Run Your Entire Financial Advisory Business from One Platform

A tailor-made CRM suite for MFDs, Insurance Agents, and Financial Advisors. Automate, grow, and serve smarter with ZohFin.

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✔ 45+ Zoho apps integrated ✔ 30+ CRM Projects Implemented
Dashboard

Challenges Across Your Business Lifecycle

Onboarding

  • Spreadsheets, WhatsApp, and emails everywhere
  • Onboarding tasks missed or duplicated
  • Client journey unclear
  • Tools don’t talk to each other

Pre-Sales

  • Leads slip through the cracks
  • Follow-ups not tracked
  • No personalized communication
  • Team confused about ownership

Post-Sales

  • SIPs & premium reminders missed
  • No birthday or festival greetings
  • Support slow or untracked
  • No reviews or feedback

Onboarding

  • Spreadsheets, WhatsApp, and emails everywhere
  • Onboarding tasks missed or duplicated
  • Client journey unclear
  • Tools don’t talk to each other

Pre-Sales

  • Leads slip through the cracks
  • Follow-ups not tracked
  • No personalized communication
  • Team confused about ownership

Post-Sales

  • SIPs & premium reminders missed
  • No birthday or festival greetings
  • Support slow or untracked
  • No reviews or feedback

ZohFin: Your Complete Solution

A Fully Integrated Suite Designed for YOUR Financial Practice

  • All the tools you need—from lead capture to reminders—built for how you work.
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What We Offer

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Lead Capture & Automation

circle reminders icon

SIP & Premium Reminders

circle pipelines icon

Onboarding Pipelines

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WhatsApp & Email Workflows

WHY US

Why
ZohFin is
Different

Not Just CRM—This Is Your Entire Office in One System

  • Built by advisors, not just developers
  • Seamless Zoho integration
  • 100% MFD-customized workflows
  • Expert onboarding and training

Ready to Elevate Your Practice with ZohFin?

Take the first step toward automation, smarter workflows, and stronger client relationships—all from one powerful platform.

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