India’s Most Advanced CRM Built for India’s Mutual Fund Distributors

ARN Booster CRM includes a Free Forever plan, designed especially for new and growing MFDs.

You can manage up to:

• 100 clients
• Add basic Notes, Reminders, Tags
• Track client contact details
• Access basic follow-up tools

There is no time limit, no hidden charges, and no requirement to enter a credit card.
This allows new MFDs to start building their business with zero financial pressure while still enjoying a powerful CRM workflow.

Yes. ARN Booster CRM includes a structured follow-up system designed specifically around MFD needs.

You can automate:

• Follow-up reminders
• SIP renewal alerts
• Portfolio updates
• Birthday & anniversary greetings
• Appointment reminders
• Lead nurturing sequences

These automations ensure that you never miss a commitment, renewal, or engagement opportunity – a major driver of AUM growth.

Yes. ARN Booster integrates with RTA data to keep client portfolios updated accurately.

How it works:

• Auto-sync of MF transactions
• Updated SIP, SWP, STP status
• Accurate portfolio valuations
• Capital gain summaries
• Real-time holdings for better advisory

The system removes the need to manually update Excel files or follow fragmented data sources.

Yes. ARN Booster CRM is built to support growing distribution businesses, not just individual advisors.

Team features include:

• Add Sub-MFDs with controlled access
• Assign clients to team members
• Monitor activity & performance
• Role-based permissions
• Team-level reporting

It allows you to run your business with full clarity while empowering your team to work efficiently.

Yes. ARN Booster CRM includes a commission module designed for MFDs.

You can track:

• Trail commissions
• Upfront commissions (if applicable)
• SIP/STP commissions
• Brokerage discrepancies
• Month-wise payout summaries
• ARN-wise and Sub-MFD-wise income

This helps eliminate errors, identify gaps, and ensure your efforts are correctly compensated.

Yes – that’s exactly what it is designed for.

Our CRM is built on two growth principles:

• Consistent communication leads to higher conversions
• Proactive engagement strengthens client trust

The system improves your growth by:

• Reducing missed follow-ups
• Retaining SIPs
• Increasing cross-sell opportunities
• Improving data organization
• Providing faster responses to clients

When everything is systematic, your AUM grows automatically.

Yes. ARN Booster supports quick, error-free migration.

You can:

• Upload Excel sheets directly
• Map fields with a simple click
• Request assisted onboarding
• Import from other CRMs with guided support

Your entire client list can be migrated within minutes, without losing any history.

Yes. ARN Booster CRM is not limited to mutual funds.

It supports:

• Mutual Funds
• Stocks
• Insurance (Life + General)
• Bonds
• Corporate deposits
• PMS / AIF (optional taxonomy)

This allows you to offer a complete portfolio view to clients from a single dashboard.

Yes. The ARN Booster app makes it easy to manage your business on the go.

You can:

• Add new clients
• Check AUM
• Send follow-ups
• Track SIPs
• View tasks
• Access reports

Everything is synced in real-time with the web version.

Absolutely.
ARN Booster follows strict Security by Design principles.

This means:

• Your data is always encrypted
• Stored only on secure servers in India
• Accessible only to authorized users
• Never shared with advertisers or external agencies
• Protected by multiple layers of monitoring

Your data remains your property at all times.

Yes. ARN Booster CRM includes a structured lead pipeline.

You can:

• Add leads
• Assign lead stages
• Set follow-up reminders
• Add notes
• Automate outreach
• Convert leads → clients with a single click

Perfect for MFDs who want to grow systematically.

Unlike generic CRMs, ARN Booster is built specifically for the mutual fund distribution business.

Here’s what makes it stand out:

• Purpose-built for Indian MFD workflows
• RTA-integrated AUM tracking
• MF-specific follow-up system
• SIP-focused reminders
• Client-friendly communication templates
• Team / Sub-MFD management
• Clean UI with zero complexity
• Affordable and transparent pricing

Our goal is not to overwhelm you with features – but to give you exactly what helps you grow faster.