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Customer Segments
👥 Customer Database
| Name | Mobile | Segment | Product | Consent | Status | Actions | |
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✉ Generate Email Campaign
📋 Campaign History
| ID | Name | Type | Festival | Date | By | Status |
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📧 Email History
| Email ID | Customer | Subject | Sent | Delivered | Opened | Clicked |
|---|---|---|---|---|---|---|
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🔁 Follow-up Tracker
Auto-Scheduler Active — Daily trigger at 9 AM sends pending follow-ups automatically via GmailApp.
| Customer ID | 7-Day | 15-Day | 30-Day | Last Email | Next Due |
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1
Personal Details
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Products Interest
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Consent & Submit
👤 Step 1 — Personal Details
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⚠️
Legal Compliance — Opt-out Must Be Honoured
As per TRAI, SEBI, and IRDAI guidelines, customers who unsubscribe must not receive any further marketing communications.
The system automatically blocks email sending to unsubscribed customers.
Every email sent by KG Finvest includes a one-click unsubscribe link and a mandatory disclaimer.
🚫 Unsubscribed Customers
| Name | Mobile | Segment | Opt-out Date | Action | |
|---|---|---|---|---|---|
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📋 Email Disclaimer & Footer — Live Preview
This footer is automatically appended to every email generated by KG Finvest CRM.
⚠ Important Disclaimers
Mutual Fund investments are subject to market risks. Past performance is not indicative of future results. Read all scheme-related documents carefully before investing.
Loans and insurance products are subject to eligibility criteria and lender/insurer terms and conditions. KG Finvest is an AMFI Registered Mutual Fund Distributor (ARN: 301473) and IRDAI Licensed Insurance Advisor. We are NOT a SEBI Registered Investment Advisor. This communication is for informational purposes only and does not constitute investment advice.
Mutual Fund investments are subject to market risks. Past performance is not indicative of future results. Read all scheme-related documents carefully before investing.
Loans and insurance products are subject to eligibility criteria and lender/insurer terms and conditions. KG Finvest is an AMFI Registered Mutual Fund Distributor (ARN: 301473) and IRDAI Licensed Insurance Advisor. We are NOT a SEBI Registered Investment Advisor. This communication is for informational purposes only and does not constitute investment advice.
KG Finvest | www.KGFinvest.com | 8555925281 |
ARN: 301473 | GSTIN: 36AEIPR0022H1ZR | Alwal, Hyderabad, Telangana
You are receiving this email because you are a registered customer/lead of KG Finvest and have provided consent to receive financial advisory communications.
🚫 Unsubscribe / Opt Out | Email us to unsubscribe | Re-subscribe
🚫 Unsubscribe / Opt Out | Email us to unsubscribe | Re-subscribe
🎉 Festival Calendar & Auto-Campaigns
Upcoming festivals — campaigns auto-suggested 7 days before each.
🔐 User Management
| Name | Username | Role | Status | Action |
|---|---|---|---|---|
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🔑 Role Permissions Matrix
| Role | Generate | Send | Customers | Campaigns | Users | Settings |
|---|---|---|---|---|---|---|
| Super Admin | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Admin | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
| Advisor | ✅ | ✅ | 👁 View | 👁 View | ❌ | ❌ |
| Marketing | ✅ | ❌ | 👁 View | ✅ | ❌ | ❌ |
| Viewer | ❌ | ❌ | 👁 View | 👁 View | ❌ | ❌ |
⚙ System Settings
Security: Claude API key is stored in GAS Script Properties — never in this frontend. Only the GAS URL is stored locally.
🔑 Change Password