CRM for stock market advisory and research analyst firms
Your callers work through hundreds of leads a day, turn free trials into paying clients and chase renewals every month. JugnuCRM keeps all of it on one screen, with every call recorded.
Most advisory firms start with Excel sheets and callers using their own phones. That works with three callers. By ten, leads get called twice or not at all, trials go cold, and when a client disputes what was promised, nobody can prove anything.
JugnuCRM was built for this exact business. Our largest group of clients are advisory and research analyst firms, and the product is shaped by what they ask for: fast dialing, recordings that are easy to find, trial-to-paid tracking and renewal reminders.
What this solves
Leads lost between callers
New leads are assigned automatically with duplicate checks, so two callers never chase the same person and nobody sits on a lead for days.
Nobody owns the trial follow-up
Every trial carries a next follow-up date and an owner. Missed follow-ups appear on the manager's screen the same day.
A client disputes what was said
Pull up the recording from the client record in seconds, with the date, the caller and their notes attached.
Renewals slip quietly
Renewal reminders reach the caller before the service ends, with the client's full history already on screen.
Callers spend the day dialing
The dialer places calls for them and connects only answered ones, so more of the hour goes into conversations.
No view of what the team did
Live reports show calls, talk time, trials and conversions per caller and per lead source.
What's included
Custom advisory stages
New lead, first call, free trial, follow-up, paid, renewal — set your own stages instead of bending to someone else's pipeline.
Predictive dialer & Click2Call
Bulk dialing for fresh leads, one-click calling for trials and renewals.
Call recording on every call
Stored against the lead or client record with agent, timestamp and outcome.
Trial tracking
See which trials are active, which went quiet and which are due to convert today.
Renewal reminders
Alerts before a client's service period ends, with upsell history visible.
WhatsApp & SMS
Send approved WhatsApp templates and bulk SMS from the same screen as the call.
Lead source reporting
Know which ad or campaign brought clients who actually paid, not just enquiries.
Role-based access
Callers see only their own leads; managers see everything.
How you get started
Demo on your process
We show a lead moving from enquiry to trial to paid, configured the way your firm works.
Setup
Your stages, call outcomes, teams and calling configured by our team, not left to you.
Import & train
Existing leads imported from Excel, then a walkthrough for your callers.
Go live
Your team starts calling, with support on phone and WhatsApp from Indore.
See JugnuCRM in action
A short walkthrough: how a caller works through leads, logs a call and sets the next follow-up, and what the owner sees in reports.
Questions about crm for stock advisory
Is JugnuCRM suitable for a small advisory firm?
Yes. The CRM plan covers up to 25 users for ₹5,000 a month, and very small teams can pay per user from ₹500 a month. Many firms start with three or four callers and add more as they grow.
Does it record every call?
With the calling plan, every call placed through JugnuCRM is recorded and saved on the lead or client record, along with the agent, time, outcome and notes.
Can we track free trials and convert them to paid clients?
Yes. You define your own stages — for example New lead, Trial, Follow-up, Paid, Renewal — and JugnuCRM reminds the caller when each follow-up is due.
Can we send WhatsApp messages to clients from the CRM?
Yes, through the WhatsApp Business API, so your team can send approved templates and chat from the same screen where they call.
What if we pause the business for a few months?
Plans are billed monthly with no lock-in, so you can stop and restart. Tell us before you pause so we can agree what happens to your data.
Does JugnuCRM make us compliant with regulations?
No software does that on its own. JugnuCRM keeps call recordings, notes and a full activity history per client, which is what good record-keeping depends on. Confirm your specific obligations with your compliance advisor.
Related
Predictive Dialer
Stop paying callers to listen to ringing phones. JugnuCRM dials for your team, skips the numbers that do not answer, and puts the lead's history on screen the moment someone picks up.
Read more →Lead Management
Every lead captured, assigned and followed up — and a clear view of which source brings clients who actually pay.
Read more →WhatsApp & SMS
Your customers read WhatsApp and ignore email. Message them from inside the CRM, with every message saved on their record.
Read more →Get a demo set up for your team
Tell us how your team works and we'll show you the CRM and dialer set up the way you'd actually use it — not a generic slide deck.
Bangali Square, Indore, Madhya Pradesh 452016