A platform designed for Mutual Fund Distributors to strengthen client relationships,
bring clarity in teamwork, maintain complete communication trails,
and drive consistent AUM growth — all in one place.
A growing community of MFDs running their entire practice on Sanchay — backed by measurable scale, not marketing claims.
MFDs Onboarded
Families Managed
AUM Managed
All In One CRM For Mutual Fund Distributors
Click any tab on the left to navigate the CRM
Overdues
957
Due Today
28
Tasks
1073
Calls
21
Families/Organizations
512
Clients
1138
Leads
376
Meetings
610
Whatsapps
12087
Claim Trackers
6
Insurance Trackers
823
Risk Profiles
3943
Emails
4058
📅 Last 30 Days ( 30/03/2026 to 28/04/2026 )
Tasks
897
Calls
1618
Families/Organizations
20
Clients
25
Leads
116
Meetings
189
Whatsapps
1729
Claim Trackers
0
Insurance Trackers
12
Risk Profiles
228
Emails
80
📅 Last 30 Days ( 30/03/2026 to 28/04/2026 )
Completed Tasks
6
Leads (7)
Converted
7
Lost
0
Completed Meetings
41
Powered By Sanchay CRM
Access every client detail instantly for smarter advice and personalized communication.
Manage all operations efficiently through both web and mobile platforms, with a user-friendly interface.
Easily integrate Sanchay CRM with apps using powerful APIs to enhance functionality.
Ensure data security with user-specific restrictions, data masking, and role-based access controls.
Track progress effortlessly with comprehensive reports on activities, including In Progress, Completed, or Missed tasks.
Customize your user experience by displaying only relevant fields and automate processes through workflows.
Expert implementation and dedicated support throughout your journey with personalized onboarding.
Connect seamlessly with multiple platforms.
Experience seamless client management, enhanced security, and streamlined workflows.