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Now bring your Client Data from Investwell to Sanchay CRM & manage follow ups, portfolio reviews and tasks more effectively than ever.
Now it easier to bring your Investwell data into Sanchay CRM using our pre-defined import format.
You can export client data from Investwell and upload it into Sanchay CRM in just a few clicks.
No manual entry, no confusion – our format is ready and fields are auto-mapped.
You get all your client details, services, meetings, and follow-ups in one place.
Sanchay CRM reminds you when to call which client. No more missed portfolio reviews or service calls.
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See which clients are not using your full range of services. You can easily pitch the right product to the right client.
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Assign tasks to your RM or back-office team in one click. Everyone knows what to do, and nothing gets missed.
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Track all meetings, calls, and pending tasks in one place. No need to ask team members or check different files.
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Your clients feel more cared for and connected. Happy clients stay longer and refer you to others.
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We’re continuously expanding our integration capabilities
Bringing your Investwell data into Sanchay CRM helps you keep all your client information in one place. This makes it easier to track follow-ups, meetings, and reviews without losing any important details.
Sanchay CRM reminds you when to follow up with clients. You can easily keep track of who needs to be contacted and when, making sure you never miss an important call or meeting.
With Sanchay CRM, you can schedule and track portfolio reviews. The system will remind you to do regular reviews, helping you stay organized and make sure no client is missed.
Sanchay CRM helps you see which clients might need additional products or services. By looking at their current investments, you can suggest new services that could help them, and grow your business at the same time.
No, you don’t need to enter anything manually. You can easily import your Investwell data into Sanchay CRM using a simple Excel file. It’s quick and easy.
Yes, your data is secure. Sanchay CRM keeps your client information private and protected during the import process.
Yes, you can keep using Investwell for managing your investments while using Sanchay CRM for managing client relationships. They work together without any issues.
The import process is very quick. Once you export the data from Investwell, it can be uploaded to Sanchay CRM in just a few minutes.
No, it’s very simple. You don’t need any technical knowledge. Just download your data from Investwell and upload it to Sanchay CRM.
If you make a mistake, you can easily fix it and re-import the data. If you need help, you can always reach out to our customer support team.
Yes, our customer support team is always ready to help. If you have any questions or issues, you can contact us for assistance.
Yes, you can bring in data from multiple accounts into one CRM. This makes it easier to manage all your clients in one place.
No, your data will be safe during the import. Everything will be transferred correctly into Sanchay CRM.
No, your data will be safe during the import. Everything will be transferred correctly into Sanchay CRM.
Yes, you can change or add fields in Sanchay CRM to make it fit your business needs, even after importing the data.
Right now, the import is manual, but we are working on adding features in the future to make the process even easier.
While Investwell helps you with investment data, Sanchay CRM helps you manage client relationships, track follow-ups, organize tasks, and schedule meetings, all in one place.
Yes, we are planning to add more integrations in the future. This will make it easier to connect other tools with Sanchay CRM.
Using both helps you manage investments on Investwell and client relationships on Sanchay CRM. You can keep track of everything and offer better services to your clients.
Once your Investwell data is in Sanchay CRM, you can easily access it through the CRM’s dashboard. It’s all organized and easy to navigate.
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