Connect your WhatsApp accounts, manage conversations, run campaigns, and track every message all from inside Zippix. No switching apps. No missed follow-ups. No scattered conversations.
Admins
Yes
Members
No
Managers
Invited
Operators
Yes
Total Clients
Role-Based
1Total AUM
Reporting
2Total SIP
Module-Level
3Total SIPs
Active Member
4Ravi Kumar
Aisha Patel
Jamal Khan
Role-Based
Access Control
Reporting
Hierarchy
Module-Level
Permissions
Active Member
Management
Manage all team members, roles, and reporting relationships in one place. Get a clear view of your organisation's structure, activity, and access without relying on scattered tools or manual tracking.
Onboard new members by assigning roles, teams, and reporting managers instantly. Ensure every individual is set up with the right structure from day one.
Control visibility across clients, data, and workflows based on hierarchy. Ensure sensitive information is accessible only to the right people at the right level.
Easily manage changes such as role updates, team shifts, or member transitions. Maintain consistency without disrupting existing workflows or access.
Visualise reporting lines, team distribution, and role relationships. Get clarity on how responsibilities flow across your entire organisation.
Define access levels based on roles and responsibilities. Ensure every action, viewing, editing, or managing, is aligned with your firm's structure.
Assign permissions at a module level to control who can view or act within each area. Balance flexibility with security across your system.
Create structured roles that define responsibilities and access clearly. Ensure consistency in how permissions are applied across your organisation.
Apply changes in real time without delays or system disruptions. Ensure your team always operates with the correct access and visibility.
Sureshbhai Makwana
Ashokbhai Makwana
Pratikbhai Makwana
Assign clear reporting lines. Built-in accountability from day one.
Deactivate access without losing history. Clean and controlled offboarding.
Add Members
xIs Clients view by Hierarchy
Shows client data organized according to reporting levels in the hierarchy.
Resend pending invites in one click. No manual follow-ups or repeated setup. Keep onboarding smooth and uninterrupted.
Help teams understand responsibilities from the start. Clarity across admins, managers, and new members.