Chit Funds CRM
Members, tickets, auctions and collections
A CRM that understands chit operations — group enrolment, ticket allocation, auction follow-ups and dues chasing, with agent-wise performance on top.
-52%
Manual reminder effort
+22%
New group fill rate
1 view
Member history across all groups
Chit Funds pipeline
liveAurora Ventures
now at · Enquiry
- Enquirystep 1/6
- KYC
- Ticket Allotted
- Active Member
- Auction
- Settled
-52%
Manual reminder effort
+22%
New group fill rate
1 view
Member history across all groups
Where revenue leaks today
What Chit Funds teams lose without a CRM built for them
These are the patterns we see on the first call — whether you run spreadsheets, WhatsApp groups or a general-purpose CRM.
Enrolment enquiries and existing member servicing sit in the same phone.
Cost New group filling slows down while agents firefight collections.
Auction and dues reminders go out manually, member by member.
Cost Delayed collections and avoidable member friction each month.
Agent performance is judged on collection alone.
Cost Nobody sees who is genuinely building the member base.
How LEMAI helps
The plays we set up for Chit Funds teams
Each one is a configuration of modules you already own on any LEMAI plan — no add-on licences.
Lead Management
Member as a lead with many tickets
One member record carries multiple ticket opportunities across groups, with KYC status, call history and visit notes attached.
Explore the moduleAutomations
Auction and dues reminders
Automated WhatsApp and SMS reminders for auction dates and monthly dues, triggered by stage and date, with escalation to the agent when unpaid.
Explore the moduleMarketing Module
Group-fill campaigns
Email and WhatsApp campaigns to past enquiries and existing members fill new groups faster, with campaign analytics per branch.
Explore the moduleUser Sales Activity
Agent activity ledger
Upcoming User Sales Activity tracking rolls each agent's stage moves and calls up day, week and month-wise for honest reviews.
Explore the moduleBusiness impact
How this grows a Chit Funds business
Chit businesses grow on trust and on how fast a new group fills. LEMAI keeps every member's full history in one record, automates auction and dues communication so agents spend their day enrolling instead of reminding, and gives branch leadership agent-wise enrolment and collection performance side by side.
Pipeline template
How a Chit Funds pipeline runs in LEMAI
Enquiry
KYC
Ticket Allotted
Active Member
Auction
Settled
Outcomes
What Chit Funds teams get
- Group and ticket level opportunity tracking
- Automated dues and auction reminders on WhatsApp
- Agent-wise collection performance and targets
- Complete call and visit history per member
Today
0
+8.3%
This week
0
+12.5%
This month
0
+24.3%
Ageing > 7 days
0
-31.0%
Revenue booked · last 12 weeks
₹1.60 Cr YTDFAQs
Chit Funds questions, answered
Can one member hold tickets in several groups?
Yes. Each ticket runs as a separate opportunity under the same member record, so history and attribution stay intact.
Can reminders go out on WhatsApp automatically?
Yes. Automations send approved WhatsApp, SMS and email templates on stage change or date triggers, with escalation to the agent.
Other sectors
Explore more pipeline templates
Get started
Ready to see your own pipeline inside LEMAI?
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
InfozIT Solution · Infomark Labs Private Limited