Get Off Excel. Start Closing More.
The mobile CRM built for loan agents, insurance advisors, and wealth managers. Replace your Excel sheets, track every call and follow-up, and never lose a client to a missed reminder again.
Replace Excel. Track Calls. Never Miss a Follow-up.
❌ How Most Financial Teams Work Today
✅ How 3Sigma Fixes All of This
Get Leads from All These Sources
Stop managing leads from different places. Connect everything and get all client enquiries on your phone automatically.
Financial Portals
Enquiries from financial portals flow directly to your app
Social Media & Ads
Connect your ads and get client leads automatically
Website & Forms
Website visitors become leads — no manual data entry
Inbound & Referrals
Log inbound calls and referral leads in seconds
Clients who WhatsApp you become CRM leads automatically
Bulk Import
Import existing client lists in one go
⚡ How It Works
Keep Clients Warm Until They Close
Most financial clients take weeks or months to decide. WhatsApp messages keep you in their mind — and when they're ready, they call you, not the competition.
💬WhatsApp Messages That Work
Welcome Message
Instantly send product info, rates, and eligibility details on enquiry
Rate Updates
Alert clients when interest rates drop or new schemes launch
Festival Greetings
Stay top of mind with Diwali, Holi, New Year messages
Success Stories
Share testimonials from clients whose loans got approved or policies paid out
Financial Tips
Helpful content — tax saving tips, investment ideas — builds trust
Renewal Alerts
Remind clients about policy renewals and SIP top-up opportunities
📞Client Meeting Made Easy
Before the Meeting
Auto-send product comparison, rate sheet, and eligibility checklist
During the Meeting
Full client profile on screen — previous calls, product interest, income details
After the Meeting
Send application form, KYC document checklist, and next-step instructions
Keep Following Up
Automated messages and tasks until the deal is closed
Organize Your Leads Like a Pro
Stop losing track of clients. Sort them automatically so advisors know exactly who to call and when.
Smart Assignment
- 💰By product (Home Loan, Term Plan, SIP)
- 🗺️By city or territory
- 🔄Round-robin among advisors
- 📱By lead source (portal, referral, ad)
- 💵By deal size or loan amount
Sales Pipeline Stages
- 📥New Enquiry
- 📄KYC & Documents Collected
- ⚙️Application Processing
- ✅Approved / Policy Issued
- 💰Disbursed / Active
Advisor Tracking
- 🎯Set monthly sales targets per advisor
- 📊Track calls, follow-ups, and closings
- 🏆See who's performing best in real-time
- ⚠️Flag clients who haven't been contacted
- 🔔Alert managers when deals go stale
Works 24/7 Even When Advisors Are Offline
The app keeps working even when your team is not. Clients get instant responses, reminders get sent, and renewals never slip through.
Everything You Need in One App
Stop using 5 different tools. Get everything for financial sales in one place.
All Leads in One Place
Get leads from BankBazaar, PolicyBazaar, Facebook, JustDial, and your website — all on your phone automatically.
Automated WhatsApp Follow-ups
Send messages for months on autopilot. Rate updates, tips, festival greetings — clients stay warm until they're ready.
Full Sales Pipeline
Track every client from Enquiry to Disbursed. Know exactly how many are at each stage and which deals need attention.
Advisor Management
Assign leads to the right advisor, set targets, track performance in real-time. Know who's closing and who's slipping.
Renewal & Upsell Reminders
Never miss a renewal or cross-sell opportunity. Tasks auto-created at the right time — policy renewals, SIP top-ups, review calls.
KYC & Documents
Collect Aadhaar, PAN, income proof, and application forms — all linked to the client record. No WhatsApp digging.
Real Results from Financial Sales Teams
See what happens when you stop losing clients and start following up properly
Closings from the same leads with structured follow-up
Client meetings booked when no-show reminders are automated
Renewal rate when renewal dates are tracked and clients reminded
Leads handled per advisor with a pipeline instead of Excel
🎯Why Financial Advisors Love 3Sigma
- ✓Never lose a client lead — everything tracked in one app
- ✓WhatsApp follow-ups run automatically for months
- ✓Renewals and upsells never slip through the cracks
- ✓Management sees real-time pipeline across the whole team
⚡Start in 10 Minutes
- 1.Connect BankBazaar, PolicyBazaar, Facebook
- 2.Set up your team and product categories
- 3.Turn on WhatsApp follow-up sequences
- 4.Start closing more deals!
What Financial Advisors Say
Real advisors sharing real results
"I'm now closing loans from leads that came 3 months ago. The WhatsApp follow-ups kept them engaged, and when they were ready, they called me. My closings doubled in one quarter."
Manish Kapoor
Loan DSA, Hyderabad
"The renewal tracking is the best part. 3Sigma creates a task 30 days before every policy renewal automatically. My renewal rate went from 60% to 88% in 6 months."
Priya Nair
Insurance Advisor, Chennai
"Earlier I had no visibility into my team of 12 advisors. Now I see every lead, every follow-up, every deal in real-time. My team's output went up 3x without adding anyone new."
Arun Sharma
Wealth Manager, Mumbai
Ready to Close More Financial Deals?
Join financial advisors across India who never lose client leads and close more deals with 3Sigma.
Try free for 7 days • Set up in 10 minutes • Works with BankBazaar, PolicyBazaar, Facebook
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