#SanchayHaiToSahiHai

All-in-One CRM for Financial Services and Mutual Fund Distributors

While portfolio management software like Investwell and Redvision help you manage your clients’ 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

Organize all client information in one place and categorize clients based on their AUM and other important metrics for easy access and better management.

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.

Win More Referrals

Proactively collect consistent referrals from clients to steadily increase your AUM, expand your client base, and strengthen long-term business growth.

Investor Awareness Programs

Create investor awareness programs by organizing events, sending invitations to your audience, confirming attendance, and collecting feedback efficiently.

Track Inquiries & Tasks

Track inquiries and tasks to ensure you never miss a lead or crucial follow-up, and promptly handle all client requests to retain and satisfy clients.

Powered by WhatsApp API

Use a chatbot to handle client requests and inquiries, and send timely updates to clients on market trends for efficient communication.

Complete Overview of your Business and 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 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 – Simplify Client and 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 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.