Secure Workspace

Lulla FinMart CRM

Manage client leads, assignments and activity with controlled access.

Lulla FinMart Lulla FinMart CRMSecure admin & staff access

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Lulla FinMart CRM

Lead Management

Track registrations, assignments, documents and follow-up activity.

Leads KYC Growth
A
User Role

Upcoming action

Maturity & Due Date Shortlist

Loading upcoming maturity dates...

Client Services Family Documents Status Assigned Staff Remarks Activity

Create Staff Account

Staff List

CRM Reminders

Birthday wishes aur policy maturity alerts automatically yahan show honge.

Birthday Wishes

Policy Maturity Alerts

Lead Activity Log

Lead table me “View Log” click karke assignment aur staff actions dekhein.

Document Viewer

Secure staff view: download, print and right-click are restricted.