#SanchayHaiToSahiHai

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

While portfolio management software like Investwell and 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 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 and 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.

Secured KYC and Document Management

Effortless Data import through Readymade Templates

Smart Assets Under Management (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 Relationship Managers (RMs).

Instant Notifications to Clients on Status updates.

Seamless Multi-Channel Query Management.

Automated Task Reminders to address queries on time.

Lead Management

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

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 and 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 Assets Under Management (AUM) categorization.

Auto Allocation of review Meeting to Respective Relationship Managers (RMs).

Auto Reminders to Relationship Managers (RMs) to ensure review meeting are done timely.

Seamless Visit Tracking with Check-In/Check-Out System

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.

Detect Cross Sell and Upsell Opportunities.

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.