Acquire and onboard
Lead ownership, Customer 360, guided policy capture and premium schedules.
Mveli CRM — for funeral & fintech operators
The platform we run our own book on, white-labelled for yours
One controlled record across sales, collections, claims and service. Configure your own branches, products, roles, branding and visible modules — while policy, KYC, collections and reporting workflows stay governed.
Built across the whole value chain
Collect and retain
Premium ledger, receipts, arrears reminders and bank reconciliation.
Serve the family
Six-stage claims, funeral operations, tombstones and repatriation.
Control and grow
Branch isolation, audit trail, reporting, product setup and white labelling.
Policy lifecycle
- Lead
- Customer
- KYC
- Policy
- Payment
- Service & claim
Status history, documents, beneficiaries, communications and audit events stay linked to the policyholder.
Compliant telephone enrolment
No activation without complete disclosure, consent and payment evidence.
- 1Identity and permissionConfirm the customer and permission to continue.
- 2Needs and productCapture needs and select the approved policy.
- 3Verbatim disclosureRead terms, exclusions, waiting periods and consent wording.
- 4Payment instructionCapture the approved payment method and mandate.
- 5Quality gateStore the recording, validate mandatory fields and activate only after checks.
Collections and reconciliation
- Unique policy reference on every transaction
- Duplicate and reversal controls
- Maker-checker approval for imports
- Daily exception reporting
Hosted in South Africa
- South African cloud boundary with firewall, TLS and filtering
- Two application servers behind the firewall
- Primary PostgreSQL database with a replica and daily backups
- MFA and role-based access for every CRM user
- Separate encrypted recording archive with access logging and legal hold
Role-based access
| Role | Permitted work | Key restriction |
|---|---|---|
| Call centre agent | Assigned leads and application capture | No bulk export or administration |
| Team leader | Queue supervision and coaching | No database access |
| Super Admin | Configuration and governed imports | MFA, logging and named approval |
Seven-year call evidence, controlled end to end
Capture
Link the call ID to customer, agent, script version and application.
Protect
Encrypt recordings, restrict access and log every retrieval.
Retrieve
Search by policy number, date, agent and compliance outcome.
Retain
Seven-year retention, legal holds and verified disposal.
Review
Sample calls, record defects and track corrective action.
Licensing
The CRM is licensed as a hosted, white-labelled platform. Each client configures branches, products, roles, branding and visible modules, with data isolation, support limits and service levels agreed up front. Onboarding and monthly licence fees are quoted per client.