Sri Varaahi Associates Advisor CRM

Every lead, message and call in one place.

The same system that answers your customers on WhatsApp, calls them back within sixty seconds, and reminds them before a policy lapses.

  • WhatsApp engineTemplates, broadcasts, automated flows and a shared team inbox.
  • AI voice agentCalls new leads in under a minute, qualifies them, books the advisor.
  • Lead scoringAdvisors work the top of the list, not the top of the inbox.
  • Claim trackingEvery claim, its stage, and who is waiting on what.

Demonstration environment. All records shown are fictional sample data.

Sri Varaahi Associates Advisor CRM

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Use the demo account below — this is a prototype, not a live system.

Demo credentials
admin@srivaraahi.demo / demo1234

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Demonstration data. Customers, policies, claims, conversations and revenue figures on this screen are fictional samples created to show how the system works.
Sri Varaahi Advisor CRM
Work
Book of business
Growth
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AR Ananya Rao
Principal Officer