Sanchay CRM Integration With AdvisorKhoj
Sanchay CRM integrates seamlessly with Advisorkhoj to give Mutual Fund Distributors (MFDs) a single view of clients, investments, and sub-broker relationships. Spend less time managing data and more time building meaningful relationships and growing your AUM.
How This Integration Helps You Grow
Zero Manual Updation
Integration eliminates the need for manual involvement in Data Import or Data Updation. Bring real-time data and keep CRM updated so you can keep your clients’ data organised and categorised.
Instant Rejection Alerts
Send Automated alerts to your clients on Transaction Rejection to ensure quick Resolution. CRM provides early intervention to maintain investors’ wealth journey intact.
No more data duplication
With direct flow of data from AdvisorKhoj to Sanchay CRM, ensure accuracy across the system. With a single source of truth, data verification is seamless and efficient.
No revenue leakage
System alerts RM when an investor changes their Broker. Always stay ahead and retain your clients. Get timely notifications and sustain long-term relationships.
Why This Integration Matters
- Integration provides real-time investor data in your CRM. Auto AUM and Folio details updation to keep your client data always report-ready.
- A single platform for all your client data -- Categorisation, Risk Appetite, and Total AUM
- Auto-assigned tasks to respective RMs
System that doesn't just notify about SIP expiry—it creates actionable tasks, auto-assigned to the right RM. - Reach out proactively, and ensure the SIP continues seamlessly. The investor feels assured that you’re actively watching over their investments.
- Automated Alerts for Transfer of Broker builds an "early warning system" for your organisation.
- It gives you the chance to understand why the client is considering moving—maybe service issues, performance concerns, or simple lack of communication—and fix it.
- Identify Service Gaps, Improve Client Engagement and Prevent Future Churn.
- Track every investor transaction automatically in the CRM.
- Transfer of Broker (TOCOB) → Auto-task created so you can act immediately.
- Transaction Rejections → Instant alerts to resolve issues with clients.
- SIP Expiry → Automatic reminders before SIPs expire, ensuring commitments continue.
Make managing and retaining clients simpler
Book a call to see what Integration can do for your Business