For mutual fund distributors
A phone line on your website that works from a laptop
Your clients look up SIP options on a laptop and then can't call you from it. CallCeptor adds a Call button that works in any browser and rings wherever you are.
The problem
Your number only works on phones
A tel: link on desktop opens a calling app the visitor doesn't use, or nothing at all. They copy the number, mean to call later, and don't.
When calls come from ads or WhatsApp shares, you can't tell which one brought the client in.
Example routing
Where each call goes
| When | Rings |
|---|---|
| Topic: Start a SIP | You, on browser or mobile |
| Topic: Existing investment query | Your support person |
| Nobody answers | Callback booking |
| Topic: Careers or partnerships | A form |
What you get
Show your ARN
Display your AMFI registration number and required disclosures on the widget, next to the Call button.
Know which campaign worked
UTM tags and the landing page are saved with every call, so you can see whether Google, Facebook or a WhatsApp link brought the client.
Priced for small teams
Free for one person with 100 browser minutes a month. Paid plans add mobile fallback minutes and a second agent.
Nothing for the client to install
Clients click and talk in Chrome, Safari, Edge or Firefox. No app, no account, no number to type.
Questions we get asked
Does this replace my mobile number?
No. You keep your number. CallCeptor adds a way to call you from the website and rings your mobile when you're not at the dashboard.
Can I install it on a WordPress or Wix site?
Yes. Paste one script tag into your site's custom code settings. A dedicated WordPress plugin is on the way.
What does it cost per minute?
Browser-to-browser calls are included in your plan. Calls that ring your mobile use phone-network minutes, with an allowance included in paid plans.
Keep reading
- CallCeptor for stock brokers
- CallCeptor for wealth and pms
- CallCeptor for investment advisers
- CallCeptor for asset management companies
- What is browser calling, and how does a website call actually connect?
- Click-to-call vs a phone number, WhatsApp or a contact form on a financial website
- How to add a click-to-call button to WordPress, Wix, Webflow, Shopify or any website
- What happens when a desktop visitor clicks your phone number
- Routing website calls by page: a setup for a firm with five desks
- Setting a call recording policy for each department
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.