Matrimony
Matrimony CRM for marriage bureaus and match-makers
Register profiles, verify them, share matches and sell membership plans from one workspace. Contact details stay masked from callers who do not need them.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1RegisteredA family or candidate registers through a form, a call or an ad, with community, age and preferences.
- Stage 2Profile verifiedThe team checks identity and key details by call or documents before the profile is shown to anyone.
- Stage 3Matches sharedSuitable profiles are shared with the family, with the response and shortlist recorded.
- Stage 4MeetingA first meeting or call between families is scheduled, with reminders to both sides.
- Stage 5Engaged/ClosedThe match ends in an engagement, or the file is closed with the reason, so plans can be renewed or stopped.
What is a matrimony CRM?
A matrimony CRM serves families rather than shoppers. Each profile holds community, age, education, profession and preferences, and the team matches them carefully by hand or with filters. Gandiv keeps profile data, verification status and the matches shared with each family in one record, along with the meetings arranged and the membership plan bought. Because this is deeply personal data, callers see masked phone numbers and only the fields their role needs, and every export is logged. The result is an organised bureau where no family is forgotten and no private detail is passed around on loose WhatsApp forwards.
Why matrimony teams need one
Problem
Profiles live in photo albums and chat groups.
With Gandiv
Every profile is a structured record with photo, preferences and verification status.
Problem
Unverified profiles get shared by mistake.
With Gandiv
Only verified profiles can be added to a match list.
Problem
Families are not told which matches were sent before.
With Gandiv
Each match shared is logged with date and response, so repeats are avoided.
Problem
Phone numbers circulate among staff and outsiders.
With Gandiv
Callers work with masked numbers, and an admin controls who sees full details.
Problem
Membership renewals are missed.
With Gandiv
Plan validity drives a renewal reminder and call task.
Problem
Meetings clash or are forgotten.
With Gandiv
Meetings are scheduled with reminders on WhatsApp to both families.
Key features
Profile module
A structured record for each candidate
Capture community, age, height, education, profession, location and partner preferences in fields rather than notes. Photos and documents attach to the profile, and search filters find candidates in seconds.
- Preference fields
- Photo and document upload
- Filter by community and age
Profile module
- Preference fields
- Photo and document upload
- Filter by community and age
Verification
Show only profiles you have checked
Mark each profile Pending, Verified or Rejected after a verification call or document check. Only verified profiles appear in match lists, which protects both families and your reputation.
- Verification status
- Verifier and date logged
- Verified-only match lists
Verification
- Verification status
- Verifier and date logged
- Verified-only match lists
Match sharing
Send matches and record the reply
Build a shortlist for a family, send it with consent on WhatsApp and note the interest shown. The history stops you from sending the same profile twice.
- Shortlist per family
- Response tracked
- Duplicate send warning
Match sharing
- Shortlist per family
- Response tracked
- Duplicate send warning
Privacy masking
Details seen only by those who need them
Phone numbers and addresses are masked for callers by default. Admins decide which roles see full contact data, and each reveal or export is written to the audit log.
- Masked numbers by default
- Role-based field access
- Audit log of reveals
Privacy masking
- Masked numbers by default
- Role-based field access
- Audit log of reveals
Plans and renewals
Membership plans with a clear end date
Sell plans with a fixed number of matches or months. Remaining shares and validity appear on the record, and a renewal call is created before the plan ends.
- Plan with validity
- Matches remaining
- Renewal call task
Plans and renewals
- Plan with validity
- Matches remaining
- Renewal call task
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Community · Age · Education · Profession · Preferences · Verification status · Membership plan |
|---|---|
| Automations | Verification call task on registration · Meeting reminder to both families · Plan renewal reminder 15 days before · Follow-up if no reply to a shared match · Closure feedback request |
| Reports | Registrations by source · Verified vs pending profiles · Matches shared and replies · Meetings to closure · Plans due for renewal |
| Message templates | Thank you for registering, we will call to verify your profile · Here are three matches that suit your preferences · Your meeting is set for Sunday at 5 pm · Your plan ends soon, shall we renew it? |
| Call script | Namaste, I am [Name] from [Bureau]. I am calling to verify the details on the profile you registered. Is this a good time, and may I confirm a few points with you? |
Fields
Community · Age · Education · Profession · Preferences · Verification status · Membership plan
Automations
Verification call task on registration · Meeting reminder to both families · Plan renewal reminder 15 days before · Follow-up if no reply to a shared match · Closure feedback request
Reports
Registrations by source · Verified vs pending profiles · Matches shared and replies · Meetings to closure · Plans due for renewal
Message templates
Thank you for registering, we will call to verify your profile · Here are three matches that suit your preferences · Your meeting is set for Sunday at 5 pm · Your plan ends soon, shall we renew it?
Call script
Namaste, I am [Name] from [Bureau]. I am calling to verify the details on the profile you registered. Is this a good time, and may I confirm a few points with you?
By role
Owner or bureau head
- See registrations, closures and plan revenue
- Control who can view full contact data
- Review audit log of exports
Relationship manager or caller
- Verify profiles and share matches
- Work with masked numbers
- Schedule meetings and renewals
Verification and back-office staff
- Check documents and update status
- Maintain profile data quality
- Close files with a reason
Integrations for this industry
Frequently asked questions
How is families' privacy protected?
Phone numbers and addresses are masked for callers by default, access is by role, and every reveal or export is recorded in an audit log. Share profiles only with the family's consent.
Can I keep unverified profiles out of matches?
Yes. Only profiles marked Verified can be added to a shortlist, so nobody is shown a profile you have not checked.
Does Gandiv do automatic matching?
It offers filters on community, age and preferences to help your team shortlist. The matching decision remains with your staff.
Can I sell different membership plans?
Yes. Define plans by duration or number of matches, and the record shows what remains and when it ends.
Can photos and documents be stored?
Yes. Photos and identity documents attach to the profile and are visible only to roles you allow.
Start with the matrimony template
Your pipeline, fields and messages are created for you. Change anything later.