Tasks & follow-ups
The follow-ups you keep meaning to do — done.
Most lost clients aren't lost to a competitor. They're lost to the follow-up you meant to make three weeks ago. PaisaUtils makes sure that doesn't happen.
A task per client, per next-action
Every lead and every active client carries an explicit next-action with a due date.
Today view
Open PaisaUtils in the morning and see exactly the calls, messages and reviews due today — sorted by priority, grouped by client.
Recurring tasks for reviews and renewals
Quarterly reviews, annual KYC refreshes, SIP top-up reminders — set them once, they show up forever.
Notes attached, not lost
Close a task and add the call note in the same step. Everything ends up on the client's activity timeline.