> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mf-atlas.space/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM for Mutual Fund Distributors

> Manage every client relationship in one place — track interactions, manage KYC documents, and never miss a follow-up.

A CRM built specifically for the mutual fund distribution business. Track every client interaction, manage documents, and keep your pipeline flowing — all in one workspace.

## What you can do

<CardGroup cols={2}>
  <Card title="Unified Client Database" icon="users">
    Store every client's PAN, KYC status, folio numbers, bank mandates, and contact details in one searchable database. Link family members and manage HUFs and joint accounts with ease.
  </Card>

  <Card title="Interaction Tracking" icon="message-circle">
    Log every call, meeting, email, and WhatsApp message against a client's record. Atlas builds a complete timeline so you always know the context before you reach out.
  </Card>

  <Card title="Task & Follow-up Management" icon="check-square">
    Never miss a SIP renewal, KYC expiry, or client birthday again. Atlas creates smart tasks automatically and sends reminders across email and WhatsApp.
  </Card>

  <Card title="Document Vault" icon="folder-lock">
    Upload and organize KYC documents, mandate forms, and scheme fact sheets. Everything is versioned, searchable, and securely stored with role-based access.
  </Card>

  <Card title="Pipeline Management" icon="trending-up">
    Track prospects from first contact to onboarding. Visualize your distribution pipeline, conversion rates, and AUM growth with built-in analytics.
  </Card>

  <Card title="Family Wealth View" icon="home">
    See the complete financial picture for every family. Aggregate holdings across members, view combined SIPs, and plan generational wealth transfers.
  </Card>
</CardGroup>

## Getting started with CRM

<Steps>
  ### Import existing clients

  Bring your client base into Atlas with a simple CSV upload. Atlas auto-detects PAN numbers, validates KYC status through KRA, and links existing folios from KFin and CAMS.

  ### Set up your pipeline stages

  Define your own pipeline stages — from "Lead" to "Onboarded" to "Active SIP." Customize task templates for each stage so nothing falls through the cracks.

  ### Configure smart reminders

  Set up automatic reminders for SIP renewals, KYC revalidations, mandate expirations, and client birthdays. Choose your preferred channel — email, WhatsApp, or in-app notifications.

  ### Invite team members

  Add relationship managers and support staff with granular role-based access. Assign clients to specific RMs and track team performance through dashboards.
</Steps>

## FAQ

<AccordionGroup>
  <Accordion title="Is my client data secure?">
    All client data is encrypted at rest with AES-256 and in transit with TLS 1.3. Atlas is hosted on SOC 2 Type II certified infrastructure in India. Role-based access control ensures team members only see what they need to.
  </Accordion>

  <Accordion title="Can I import clients from my existing spreadsheet?">
    Yes. Atlas provides a CSV template that maps to standard MF distribution fields. Simply export your spreadsheet in the template format and upload. Atlas validates PAN numbers, checks KYC status, and links folios automatically.
  </Accordion>

  <Accordion title="Does Atlas support multi-branch operations?">
    Yes. You can organize clients by branch, assign branch managers, and track performance across locations. Each branch can have its own branding, fee structure, and compliance workflow.
  </Accordion>

  <Accordion title="How does Atlas handle KYC compliance?">
    Atlas integrates with KRA (KYC Registration Agencies) to validate and track KYC status in real time. You'll receive automatic alerts before KYC expirations, and Atlas generates compliant client onboarding documentation.
  </Accordion>
</AccordionGroup>