Dashboard
Shivay Financial Services — Mutual Fund & Insurance clients
Today's Target
Monthly Target
Tap a task to add full detail in a popup. 📅 sets a Google Calendar reminder. Done tasks collapse into "Completed" above.
No expense logged today.
New prospects go straight onto the board — clients you already service go under "Add Client" instead.
Drag cards between stages. Double-click a stage name to rename, ✕ to delete an empty stage. Click a card to add notes. "→ Task" creates a follow-up task.
Adds a single client. Open them in All Clients to add family members, investments, and insurance.
All Clients
Households grouped by primary account holder — search finds any family member too. Click a household to see everyone and all their investments & insurance in one place.
| Household | Members | Live SIPs | Investments | Insurance | Mobile |
|---|
Insurance Agents
Agents working under your code. Track their details and submitted policies, and email them renewal or info updates from your Gmail.
| Agent | Code | Mobile | Policies |
|---|
Lead Assignment
Unassigned leads waiting for an employee
| Lead Name | Mobile | Type | Added By | Assign To |
|---|
Employees
Manage employee access — restricted to assigned leads, no export
| Name | Assigned Leads | Last Login | Status |
|---|
Add Employee
Follow-up Settings
Set "no activity" thresholds per lead type — employee gets nudged first, you get escalated to second