All-in-One CRM for Financial Services and Mutual Fund Distributors
While portfolio management software like Investwell & Redvision helps you manage your client’s investments, Sanchay CRM helps you manage your sales, client relations, 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.
Optimize Your Financial Advisory Operations with a CRM System for Financial Services
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
Keep all your clients family,organization information organized and accessible in one place, ensuring smooth management and easy access.
Resolve Client Queries
Manage Back-Office Tasks
Track inquiries & follow-ups
Streamline portfolio review
Centralize Your Client Database
Centralize and manage family, organization, and member-wise data in one place, accessible via web and mobile apps.
Secured KYC & Document Management
Effortless Data import through Readymade Templates
Smart AUM based Client Categorization
Powerful Duplication Cleaning
Efficiently Handle Customer Queries
Effortlessly manage customer queries across multiple channels and automate query allocations.
Intelligent Auto Query Allocation to RMs.
Instant Notifications to Clients on Status updates.
Seamless Multi-Channel Query Management.
Automated Task Reminders to address queries on time.
Lead Management
Smart Lead Auto Assignment based on Investment Type.
Reminder System to Ensure Timely follow ups.
Comprehensive Lead Funnel Visibility.
Effortlessly Setup Lead Nurturing Campaigns.
Manage Customer Relationship
Manage customer relationships by efficiently managing communication, interactions, and personalized engagement.
Manage WhatsApp campaigns.
Handle call log & reports effectively.
Send birthday and anniversary greetings.
Manage awareness events.
Streamline Portfolio Review Meetings
Effortlessly manage portfolio review meetings, set reminders, and auto-allocate visits for improved efficiency.
Smart Auto Scheduling of review meetings based on AUM categorization.
Auto Allocation of review Meeting to Respective RMs.
Auto Reminders to RMs to ensure review meeting are done timely.
Seamless Visit Tracking with Check-In/Check-Out System
Complete Overview of your Business & Clients
Get a complete overview of your business and clients at your fingertips with easy management and valuable insights.
Powerful OPR Dashboard for Owner, Managers & RMs.
Predefined Readymade Reports to Analyse different functions of your business.
Detect Cross Sell & Upsell Opportunities.
360 Degree view of Client & Your Business.
Sanchay Mobile App – Simplify Client & Business Management
Manage clients’ family and organization data effortlessly with a powerful mobile app for Financial Advisors and Mutual Fund Distributors.
Personalized Dashboards with Actionable Insights
Easy Check-In/Check-Out During Client Visits
Instant MOM & Meeting Document Storage
Send Birthday & 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 & Mobile Access
Manage all operations efficiently through both web and mobile platforms, with user-friendly interface.
API & Integrations
Easily integrate Sanchay CRM with apps using powerful APIs to enhance functionality.
Security & 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 & 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
Experience seamless client management, enhanced security, and streamlined workflows with Sanchay CRM for Financial Services.
