Choose the Right CRM Package for Your MFD Business
Start with the workflows you need today and add deeper automation as your team and client base grow.
Pricing shaped around implementation scope
A useful CRM quote depends on users, data quality, modules, integrations, automation and training—not only software licenses. We assess these inputs first so the proposed package reflects the work required to make the system usable.
What Aina CRM Pricing covers
A focused set of modules and workflows configured around the way your practice operates.
Starter package for solo MFDs and compact teams
Starter covers the core records and workflows a solo MFD or small team needs first: leads, investors, families, tasks and a review calendar. It suits practices moving from Excel and WhatsApp to one shared system without a large rollout.
Growth package for structured servicing and automation
Growth adds structured client servicing and automation to the core setup. Service requests with ageing, review preparation, onboarding checklists and reminder workflows help a growing team handle more clients without relying on memory or personal chat threads.
Scale package for branches, roles and advanced reporting
Scale is designed for practices with branches, several relationship managers or partners. It adds territory and role-based permissions, approval flows and management dashboards that compare pipeline, activity and service quality across teams and locations.
Optional data cleaning and migration support
Data cleaning and migration can be added to any package. Existing Excel, CAMS, KFintech and legacy CRM data is normalized, deduplicated and mapped to families before import, so the new system starts with records the team can trust.
Optional website, marketing and WhatsApp integrations
Website forms, campaign tracking and WhatsApp messaging through a supported provider can be scoped as add-ons. Connecting them to the CRM means enquiries and client messages are logged against the right record with a clear owner.
Training, adoption reviews and ongoing improvement
Training can be planned for each role, followed by adoption reviews after go-live to see where the team is getting stuck. Ongoing improvement support covers new fields, workflow changes and reports as the practice and its processes evolve.
Compare Aina CRM packages
Every package is scoped and quoted after a short assessment of your users, data and workflows.
Starter
Solo MFDs and compact teams moving from Excel and WhatsApp to one shared system
- Lead capture, stages and mandatory next actions
- Investor and family records
- Task and follow-up management
- Portfolio review calendar
- Basic pipeline and activity dashboard
- User training for the core workflows
A good fit when the priority is getting every lead and client into one place. The data model is designed so Growth features can be added later without rebuilding.
Request a Starter QuoteGrowth
Growing practices where several team members share servicing, onboarding and reviews
- Everything in Starter
- Service request desk with categories, ageing and escalation
- Onboarding checklist and document reminders
- Review preparation and meeting action tracking
- SIP reminder and exception follow-up workflows
- Email, calendar and form integrations
- Team-level dashboards
Suits practices where the main risk is service requests and follow-ups slipping between people.
Request a Growth QuoteScale
Multi-branch firms and teams with several relationship managers, partners or branch heads
- Everything in Growth
- Branch, territory and role-based permissions
- Relationship-manager ownership and reassignment rules
- Approval flows and escalation hierarchies
- Management MIS across branches and teams
- DDQ evidence index and review tracking
- Phased rollout with adoption reviews
Usually delivered in phases so each branch or team can be onboarded and reviewed before the next one starts.
Request a Scale QuoteWhat drives MFD CRM software price
Searches for MFD CRM software price often turn up a single monthly figure, but that number usually covers only the software license. The total cost of a working CRM depends on how much design, data work and training it takes to make the system fit how your practice runs.
Two practices with the same number of users can need very different implementations. One may have clean data and a simple review process, while another has years of overlapping Excel sheets, several branches and detailed approval rules.
- Users: how many people need access, and what each role needs to see and do
- Modules: which workflows are included, such as leads, families, reviews, service requests or DDQ tracking
- Data condition: how many sources exist and how much cleaning, deduplication and family mapping is needed
- Integrations: website forms, a WhatsApp provider, email, calendar or file-based imports from RTA reports
- Automation: the number and complexity of reminders, routing rules, escalations and approvals
- Training: how many roles need separate sessions, SOPs and adoption follow-up
- Zoho license vs implementation fee: the recurring subscription paid for users, and the one-time or phased fee for design, configuration, migration and training
Zoho license and implementation fee: the two parts of the cost
A Zoho-based CRM has two separate cost components. The license is a recurring subscription based on the Zoho edition and the number of users. The implementation fee covers designing the data model, configuring modules and automations, migrating data and training the team.
Keeping these separate in a proposal makes it easier to see what recurs and what is a one-time or phased cost. It also helps when adding users later, since that mainly affects the license rather than the implementation.
Zoho editions and license pricing change over time, so current figures should be checked directly with Zoho or its published price list.
How to choose between Starter, Growth and Scale
The right package depends less on practice size and more on where work currently slips. A solo MFD with a heavy servicing load may need Growth features early, while a larger team with simple processes may start with Starter and add automation in a later phase.
A useful test is to list the three problems that cost the practice the most time or goodwill today. If they are about missed leads and scattered client details, start with Starter. If they are about service requests, onboarding and reviews slipping, look at Growth. If they are about visibility across branches, roles and managers, Scale is usually the better fit.
What to prepare before asking for a CRM quote
A quote is only as accurate as the information behind it. Preparing a few details in advance shortens the assessment and reduces the chance of scope surprises later.
- Users by role, such as owner, relationship manager, operations and back office
- Number of branches or locations, if any
- Current data sources, with a rough idea of how many clients and families they hold
- The workflows you want to fix first, in priority order
- Tools the CRM needs to connect with, such as website forms or a WhatsApp provider
- Reports the owner or management wants to see each week or month
- Who will own the CRM internally after go-live
Why a phased implementation is easier to budget
Trying to build every module at once can stretch timelines and overwhelm the team. A phased plan starts with the workflows that matter most, lets users settle in, then adds automation and reporting based on how the system is actually used.
With Aina CRM, the data model is designed at the start with later phases in mind, so adding a service desk, branch reporting or DDQ tracking does not mean rebuilding what already works. Each phase can be scoped and approved on its own.
From current process to working system
We start with how work happens today, then build and improve in controlled phases.
Step 1
Complete a short practice and workflow assessment
Step 2
Select the modules, users and integrations required
Step 3
Review the proposed scope, timeline and commercial terms
Step 4
Approve implementation phases and begin configuration
Questions about Aina CRM Pricing
Why are fixed prices not shown?+
The implementation effort changes with users, data condition, modules, integrations and automation requirements. A scoped quote avoids charging for features you do not need or overlooking essential work.
Are Zoho license charges included?+
Software license and implementation charges can be shown separately in the proposal so the recurring and one-time costs are clear.
Can we begin with a smaller package?+
Yes. The data model and core workflows can be designed for phased expansion as the practice grows.
Is there an ongoing cost after implementation?+
The Zoho license is a recurring cost. Ongoing support or improvement work can be arranged separately if the practice wants regular changes, new reports or adoption reviews. Both are listed separately in the proposal so recurring and one-time costs can be compared clearly.
Can we move from Starter to Growth later?+
Yes. The Starter setup is designed with expansion in mind, so Growth features such as the service desk and onboarding workflows can be added as a later phase. The upgrade is scoped around what the team needs at that point.
Ready to explore Aina CRM Pricing for your practice?
Start with a practical review of your current data, workflows, team roles and growth priorities.