Investors take weeks to decide, and they go with the advisor who follows up. Trace CRM gives every enquiry from your Meta ads an advisor, a next-call date and a reminder, keeps proposals and KYC on one record, and tells Meta which enquiries became clients, so your ads find more serious investors.
Under ₹50 a day · 2 users included · No setup fee
Because we build something real, and real businesses keep paying for it.
Watch this first
A quick walkthrough of how financial consultants turn Meta ad leads into onboarded clients with Trace CRM.
The problem
Advisory firms rarely lose clients because the ads were wrong. They lose them between the first consultation and the completed KYC.
Your ads bring many people asking about returns and minimum amounts. Without a clear list, the serious investors get the same slow reply as everyone else.
The consultation went well and the proposal went out. Nobody noted when to call back, and a few weeks later they invested through someone else.
Meta counts form fills, not onboarded clients. So it keeps finding people who want free advice, not investors who commit.
Before vs after
SIP, insurance and tax-saving enquiries: six moments from a normal week, before and after Trace.
Swipe to see all 6
The lead sits in Meta's Leads Center until someone downloads the sheet on Monday. By then the investor has started the SIP on an app a friend suggested.
It reaches the next advisor's phone in seconds, assigned automatically, with the goal and monthly amount from your form already on the record.
It came in during a client meeting and slipped down the advisor's WhatsApp. You find out a week later, when the prospect says they bought online.
Response alerts: if it is not called within the time you set, from 15 minutes, the advisor is alerted, and so are you if it is still waiting an hour later.
The retirement proposal goes out as a PDF on WhatsApp. Nobody notes when to call back, and the CA's own advisor ends up managing the money.
Move them to "Proposal Shared" and set the follow-up for Thursday 6 pm. Trace reminds the advisor on their phone, and it shows on the Overdue list if missed.
PAN and Aadhaar came in, the cancelled cheque did not. Three weeks later nobody remembers who was waiting on what.
Keep them in "KYC & Onboarding" with a note of exactly what is missing and a dated follow-up. One filter shows every client stuck at KYC.
Two advisors call the same person with two different pitches. It looks careless, and the investor stops picking up.
Trace shows the second form as a repeat enquiry. Merge it into the first, so one advisor owns the client and both enquiries sit in one history.
Ads Manager shows a cost per lead for each. It cannot tell you which one brought investors who actually completed onboarding.
Every lead carries its campaign and ad. Mark a client Onboarded and Trace tells Meta, so you see which ad brings investors and Meta finds more of them.
Pipeline
Not just "New → Converted". Trace follows the real journey: enquiry, consultation, financial review, proposal, KYC and onboarding.
Rename, add or remove stages to match how you work.
Rahul Menon
+91 98765 43210 · Meta Ads · 6 days ago
Latest note
“Wants retirement planning and ELSS. Risk profile moderate. Investable around ₹25L. Goals reviewed, proposal shared, KYC documents awaited.”
Features
Built around how advisory enquiries really move, not adapted from a generic sales CRM.
Enquiry, consultation, review, proposal, KYC, onboarded. Name the stages the way your team talks, and add sub-tags like Mutual Funds, Insurance, Tax Planning or Retirement.
Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.
When a client reaches Client Onboarded, Trace sends that to Meta through its Conversions API. Your ads learn to find more investors like them.
Each advisor sees only the clients assigned to them. Admins see the whole firm. Notes and documents are never sent to Meta.
Every call-back becomes a task with a date and time, with a reminder on the advisor's phone. Overdue follow-ups get their own list, so none are forgotten.
New enquiries go to the next advisor in turn, to whoever has the fewest open leads, or by form or source. Nobody waits to be picked.
Campaign, ad set and ad on every enquiry, with UTMs and Google click IDs. See whether your SIP or insurance ad brings clients who onboard.
The Trace app for Android and iPhone. Update an enquiry between client meetings, not at the end of the day.
Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.
How it works
From sign-up to your first lead in the pipeline, the same day.
Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.
The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.
Enquiries are assigned automatically. Consultations, proposals, KYC and the next follow-up all live on the client's record.
Mark a client as Client Onboarded and Trace tells Meta. Your ads learn who actually invests.
The maths
₹1,499 a month. Under ₹50 a day.
One client who would have gone to another advisor is worth more than many years of Trace. You are already paying Meta for these enquiries; Trace makes sure each one is followed up until they decide.
Pricing
₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.
Professional
₹1,499
/month
Setup takes about 30 minutes. Our team helps if you get stuck.
6-Month Plan
₹8,094
for 6 months · ₹1,349/mo
Save ₹900 vs paying monthly
Setup takes about 30 minutes. Our team helps if you get stuck.
Enterprise
Custom
For multi-branch advisory firms and larger wealth teams.
Setup takes about 30 minutes. Our team helps if you get stuck.
Secure payment
Through Razorpay
UPI or card
All-in, no hidden charges
Cancel anytime
No lock-in, no contract
Real people
Help if you get stuck
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Start 14-day free trialFAQ
Straight answers for financial consultants and advisors.
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