Executive Summary
A SEBI-registered advisory firm needed one place to manage every lead
Finteller Advisors Private Limited, founded in June 2020, is a Bangalore-based financial advisory firm registered with SEBI as an investment advisor, holding memberships with regulatory bodies including AMFI and BASL. The company provides personalised financial advisory services — focused on wealth management and investment planning — under its brand “Goal-Teller”, with expertise spanning multiple financial domains through an app-based platform on Android and iOS.
Finteller is known for tailored, goal-based financial plans built around each client’s unique financial situation and aspirations — covering income, spending, saving, investing, risk management, and long-term planning, with regular monitoring and adjustments as goals or market conditions evolve.
To support this client-centric model, Finteller selected KG CRM Solutions (Zoho Authorised Partner) to implement Zoho CRM Plus and bring their lead and contact management into a single, integrated system.
The Challenge
Data maintenance gaps were slowing down lead engagement
Before making the switch to Zoho CRM, Finteller Advisors was facing challenges with data maintenance and needed a robust solution to handle lead and contact management while integrating with tools like SalesIQ. They were searching for an application that could bring together lead management, analytics, automation, and communication in one place.
“They needed real-time insights into visitor activity, allowing the sales team to engage potential customers and nurture leads more effectively — with all data maintenance and sales processes more efficient and organised.”
Pain Points
- Data maintenance spread across disconnected sources
- No robust system to handle lead and contact management
- Limited integration with tools like SalesIQ
- No real-time visibility into visitor activity
- Sales team unable to nurture leads effectively
Requirements
- Streamline and maintain data in one place
- Capture, manage, and track leads from various sources
- Real-time visitor activity insights for the sales team
- Integrated lead management, analytics, and automation
- Efficient, organised sales processes
The Solution
Zoho CRM Plus — centralising leads from SalesIQ and the mobile app
KG CRM Solutions implemented 8 Zoho CRM Plus users for Finteller Advisors, significantly improving their ability to manage lead data and streamline their sales process. By leveraging Zoho CRM Plus, the client centralised lead management from both SalesIQ and their mobile app into a single platform.
SalesIQ Integration
Live visitor engagement from SalesIQ feeds directly into CRM Plus, giving the sales team real-time visibility into website activity.
Mobile App Lead Capture
Leads generated through the Goal-Teller Android and iOS app are centralised into the same CRM Plus pipeline as web leads.
Lead Stage Automation
New leads can be efficiently scheduled for meetings directly within the CRM, keeping outreach organised and trackable.
Meeting Scheduling
Automated lead stage management and workflows handle daily tasks with ease, reducing manual follow-up work.
Manual Lead-to-Deal Conversion
Manual management of converting leads into contacts and deals gives Finteller's team control over how relationships progress.
CRM Plus Analytics
Built-in analytics across CRM Plus give the team visibility into pipeline performance and lead source effectiveness.
Implementation
From brief to live platform
One more Happy Client
Results
One flexible, cost-effective platform for a dynamic environment
Zoho CRM Plus significantly improved Finteller Advisors’ ability to manage lead data and streamline their sales process. By centralising lead management from both SalesIQ and the mobile app into a single platform, the team can now efficiently schedule meetings for new leads and manage the process of converting leads into contacts and deals.
The automation of lead stage management and workflows has greatly enhanced the team’s ability to handle daily tasks with ease — giving Finteller Advisors a flexible, cost-effective solution that lets them operate with greater frequency and efficiency in their dynamic, regulated environment.