Sanchay CRM

All In one CRM for Financial Advisors
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.

Sanchay CRM is used by fastest growing companies

Optimize Your Financial Advisory Operations

Stay organized and build stronger client relationships with Sanchay CRM.

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 and resolve client queries across multiple channels with automated assignments and timely updates.

Manage Back-Office Tasks

Streamline administrative tasks and back-office operations, allowing you to focus more on client relationships and growth.

Track inquiries & follow-ups

Never miss a lead or follow-up with automated reminders and real-time tracking of all client inquiries.

Streamline portfolio review

Schedule, manage, and track recurring portfolio review meetings with ease, ensuring timely appointments and client satisfaction.

Centralize Your Client Database

Centralize and manage family, organization, and member-wise data in one place, accessible via web and mobile apps.

Easy data import/export

Send greetings and campaigns with ease

KYC Management and AUM data processes

Clean and remove duplicate records effortlessly

Efficiently Handle Customer Queries

Effortlessly manage customer queries across multiple channels and automate query allocations.

Automate query allocation

Notify clients about their query status

Manage queries from multiple channels seamlessly

Schedule task reminders for both users and teams.

Lead Management

Consolidate leads from all channels into one platform for seamless management and improved efficiency.

Automate lead assignment

Set follow-ups and reminders

Send birthday and anniversary greetings

Get complete visibility of the lead funnel

Manage Customer Relationship

Manage customer relationships by efficiently managing communication, interactions, and personalized engagement.

Manage awareness events

Manage WhatsApp campaigns

Handle call log & reports effectively

Send birthday and anniversary greetings

Streamline Portfolio Review Meetings

Effortlessly manage portfolio review meetings, set reminders, and auto-allocate visits for improved efficiency.

Schedule recurring meetings based on AUM categorization

Set reminders for missed or pending meetings

Allocate visits to Relationship Managers (RMs)

Why Choose Sanchay CRM?

Choose Sanchay CRM for seamless customer relationship management, enhanced engagement, and streamlined 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.