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Your Success Companion
Never miss a client,
Never miss a client,
a follow-up, or a sales opportunity
Winner+ SOM is the all-in-one CRM built for financial advisors, insurance & mutual-fund agents. Organise every client, get reminded of every call, birthday and renewal, and track your sales & targets — all in one place.
No credit card needed
Works on mobile & web
Your data stays private
Follow-up reminder
Call Mr. Sharma today
Call Mr. Sharma today
3 birthdays this week
Target 78% achieved
3 Lakh+
Contacts managed
440+
Business workspaces
60K+
Follow-ups tracked
100%
On mobile & web
Everything you need
One app to run your entire advisory practice
From the first hello to the renewal cheque — Winner+ keeps every relationship warm and every opportunity alive.
Smart Contact Book
Store clients with family details, groups, addresses, birthdays & anniversaries. Find anyone in seconds.
Call & Meeting Reminders
Set a follow-up on any client and get reminded on time — never let a hot lead go cold again.
Birthday & Anniversary Alerts
Wish clients on their special days automatically and stay top-of-mind all year round.
Task & Activity Manager
Plan your day, assign tasks to your team, and track every pending action to completion.
Sales & Revenue Tracking
Log every sale, see your revenue, and know exactly which clients drive your business.
Targets & MDRT Goals
Set monthly & yearly targets, watch your progress live, and stay on track for MDRT.
Multiple Businesses & Files
Run separate workspaces for insurance, mutual funds or teams — cleanly organised.
Reports & Insights
Clear reports on calls, sales and performance so you always know where you stand.
Built for you
Made for relationship-driven professionals
If your success depends on staying in touch with people, Winner+ SOM is your companion.
Insurance / LIC Agents
Mutual Fund Distributors
Financial Advisors
MDRT Aspirants
Real Estate Agents
Any Sales Team
Simple to start
Get organised in 3 easy steps
1
Add your clients
Import or add contacts with all their details, family and important dates in minutes.
2
Set follow-ups
Schedule calls, meetings and tasks. Winner+ reminds you exactly when to act.
3
Close & grow
Log sales, hit your targets and watch your practice grow — one relationship at a time.
Why Winner+
Your success companion, every single day
Winner+ SOM was born from a simple truth — in advisory business, the money is in the follow-up. We help you build lifelong client relationships without letting anything slip through the cracks.
- Save hours every week with reminders that do the remembering for you.
- Never lose a lead — every prospect gets a timely, personal touch.
- Grow your book of business and hit MDRT with clear, live target tracking.
- Delight clients with timely birthday & renewal wishes.
Save Time
Automate reminders & follow-ups.
Retain Clients
Stay in touch effortlessly.
Grow Sales
Turn contacts into revenue.
Anywhere
Mobile & web, always synced.
Loved by advisors
Trusted by thousands of professionals
“Winner+ changed how I work. I never miss a client birthday or a renewal follow-up anymore — my clients feel truly cared for.”
RM
Rajesh M.LIC Agent, Mumbai
“The target tracking kept me focused all year. I qualified for MDRT for the first time, and Winner+ was a big part of it.”
PS
Priya S.Financial Advisor, Pune
“Managing 2,000+ clients felt impossible until this. Now my whole day is planned and nothing slips through.”
AK
Amit K.Mutual Fund Distributor
Start winning today
Ready to become your clients'
Ready to become your clients'
favourite advisor?
Join thousands of advisors and agents who never miss an opportunity. It's free to get started.