Daily RM Client Tracker

Relationship Manager Entry

Fill one entry for every client / investor interaction, right after the call. Fields marked * are required.
Call not connected? Tap No: the entry is saved in 10 seconds.
Purpose = why you called. Outcome = what happened. A payout call where the client shows interest is Purpose “Payout query” + Outcome “Interested”.

1 · RM & Call

RM Name *

Remembered on this phone

Date *

Interaction Type *

Call connected? *

Yes No

Call Duration (Min)

When was the call? *

Just now1 hr ago2 hrs ago3 hrs agoExact time

2 · Client

Mobile Number *

Enter the team PIN once on this phone to search existing clients:

Client Name *

Client Type

Existing InvestorNew Client

Original Source (how they first came)

Referred By Investor

Which seminar / event?

Not connected

What happened? *

No answerSwitched off / Not reachableBusy / Cut the callAsked to call laterWrong number

Try again on *

3 · Call Outcome

Purpose of call *

New investment / SalesRenewalPayout queryDocuments / KYCComplaintCourtesy callReferral follow-upOther

Outcome *

Client showed interest on a service call? Choose Interested, not “Service done”.

Product Discussed (tap all that apply)

PrivéUnit PlanVishramGold CoinOther

Discussion / Notes *

Minimum 25 characters for sales calls — add a few words after the quick button.

4 · Investment

Current Investment (₹)

Planned Investment (₹) *

When will the investment come? (expected date) *

Potential

HighMediumLowN/A

Invested Amount (₹) *

Invested Date *

In whose name is the investment? *

SelfSpouseSonDaughterParentOther familyCompany / HUF

5 · Next Step

Next Action *

Meeting Date & Time *

Next Follow-up Date *

6 · Referral

Referral asked?

Not askedGave referralWill give laterRefused

Referral Name *

Referral Mobile *

✓

Entry Saved

RM name and date are kept for the next entry.

Problem with this page? WhatsApp +91 9913 121 121

Richwealth · Trust · Discipline · Growth