#SanchayHaiToSahiHai
All-in-One CRM for Financial Services and Mutual Fund Distributors
While portfolio management software like Investwell and Redvision help you manage your clientsโ investments, Sanchay CRM helps you manage your sales, client relations, portfolio reviews, referral management, and back-office tasks.
Trusted by Leading Financial Advisors
- CRM for Financial Services
Why CRM Solutions For Financial Advisors
CRM solutions for financial advisors simplify client management, automate tasks, and track financial data. These solutions streamline client communication and improve efficiency, making it easier for financial advisors to grow and manage their business.
Features That Elevate Sanchay CRM for Financial Advisors
Stay organized and build stronger client relationships with Sanchay CRM. A powerful CRM solutions for financial advisors to manage leads, tasks, and interactions seamlessly.
Centralize Client Database
Centralize all client data in one place and categorise your database by AUM, age, and risk profile to deliver hyper-personalised messages and advisory.
Streamline portfolio review
Plan, schedule, and track outcomes of your reviews to stay organized, and always know which portfolio reviews are overdue or missed for timely action.
Track sales & Tasks
Auto-assign tasks to RMs, get follow-up reminders, manage leads by status, and never miss a follow-up with timely alerts.
Win More Referrals
Identify potential referrers, nurture high-trust clients, and build stronger relationships to consistently increase referrals and grow your AUM.
Risk Profile Management
Maintain and update detailed client risk profiles, and track their history accurately to ensure the right advice and recommendations every time.
Insurance + Claim Management
Send timely policy renewal reminders, track client responses, and manage the entire claim process end-to-end for smooth and efficient operations.
Power BI Dashboard
Visualize Sanchay CRM data in smart dashboards, track team productivity in real-time, and monitor targets to make faster and informed business decisions.
Investor Awareness Programs
Plan events, send invitations, confirm attendance, and collect feedback to engage investors effectively and ensure impactful awareness programs.
Birthday & Anniversary Wishes
Send personalized birthday and anniversary wishes to clients automatically, strengthening relationships for the long term.
Complete Overview of your Business and Clients
Powerful OPR Dashboard for Owner, Managers and Relationship Managers (RMs).
Predefined Readymade Reports to Analyse different functions of your business.
360 Degree view of Client and Your Business.
Sanchay Mobile App โ Simplify Client and Business Management
Personalized Dashboards with Actionable Insights
Easy Check-In/Check-Out During Client Visits
ย Instant MOM and Meeting Document Storage
Send Birthday and Anniversary Messages through Ready Templates
Why Choose Sanchay CRM?
Choose Sanchay CRM for financial services industry to streamline customer relationships, enhance engagement, and drive business growth.
Web and Mobile Access
Manage all operations efficiently through both web and mobile platforms, with user-friendly interface.
API and Integrations
Easily integrate Sanchay CRM with apps using powerful APIs to enhance functionality.
Security and Restrictions
Ensure data security with user-specific restrictions and added layers of security through email or phone masking.
Advanced Reporting
Track progress effortlessly with comprehensive reports on activities, including In Progress, Completed, or Missed tasks.
Custom Workflows
Customize your user experience by displaying only relevant fields and automate process through workflows.
Implementation and Support
What sets Sanchay CRM apart is its expert implementation process and dedicated support throughout your journey.
Seamless Integration
Sanchay CRM integrates with various third-party applications, enhancing its functionality and ensuring seamless operations across different platforms.
Optimize Your operations with CRM for Financial Services