Research Analyst CRMLive · demo data
Research that’s signed before it’s sent.
Build reports from your files. Sign with Aadhaar eSign. Deliver only to clients whose plan covers them.
Writing the call is the easy part.
Formatting. Signing. Reaching the right subscribers. Tracking to exit. Proving it later. The Research Analyst CRM handles everything after the idea.
What it does
The live site is shown with fictional demo data.
- Live
Four workspaces
Admin, analyst, sales and client, each seeing its own part.
- Live
Cash segment reports
Large, mid and small cap, from a file of up to 100 rows.
- Live
Multi-segment reports
Up to 50 legs, each row checked against PaRRVA rules.
- Live
PDF preview
Four analysis sections, up to three attachments.
- Live
Aadhaar eSign
An unsigned report can’t be sent.
- Live
Segment-aware delivery
Only clients whose plan covers the segment receive it.
- Live
Position tracking
Exits recorded lot by lot.
- Demo data
Client applications, subscriptions and payments
Built, shown with demo data.
- Coming next
CARE PaRRVA submission
- Coming next
Email delivery of reports
A record that holds
- Every change goes through a server-side check of who is asking.
- The audit log cannot be edited or deleted, and only the admin can read it.
- Report files sit in private storage.
- Signing and submission keys never reach the browser.
See it with your own cases.
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Hyderabad, Telangana 500089 ·Open in maps