The Relationship CRM Built for Indian CAs, LIC Advisors & Financial Planners
Circle Connect helps Chartered Accountants, LIC advisors, and wealth managers track clients, manage ITR deadlines, and never miss an HNI renewal — all from your phone.
What CAs & Insurance Advisors struggle with
ITR season becomes chaos
Managing 80+ client filings, chasing documents, following up on pending signatures — all while maintaining relationships is impossible without a system.
HNI clients expect personalised attention
Your wealthiest clients expect you to remember their family details, investment goals, and last conversation — but tracking all of this manually doesn't scale.
Referral network is untapped
Your satisfied clients refer their friends and family, but you have no way to systematically track, nurture, and thank your referral sources.
How Circle Connect helps CAs & Insurance Advisors
HNI Client Profiles
Create rich client profiles with investment profile, risk appetite, family details, and relationship history. Every client gets the personalised attention they deserve.
Compliance & Filing Reminders
Set automatic reminders for ITR deadlines, advance tax dates, audit timelines, and renewal follow-ups — tailored per client.
Client Revenue Pipeline
Track AUM, fee income, and service renewals in a simple pipeline view. Know exactly which client relationships need attention this month.
AVIS Relationship Intelligence
AVIS monitors engagement levels across your client portfolio and alerts you when an HNI client has gone quiet — before they switch advisors.
Managing 120+ client relationships during ITR season was overwhelming. Circle Connect helped me track every client's status and I renewed 15 lapsed accounts this year.
Circle Connect also works for
Start building stronger relationships today
Free to download. No credit card required. Works offline.