Our Pricing
Best Plan for Your Financial Goals
Plan Comparison
Find your best subscription.
| Basic | ||
|---|---|---|
| No. of Users | Upto 20 Users | Min 2 Users |
| Additional User Charges per year | ₹ 1,000 | ₹ 12,000 |
| One Time Onboarding Cost | ₹ 15,000 | Depending upon Scope of work |
| Onboarding Training | Yes (One time User Training) | Yes (User Training upto 3 times) |
| Support | Yes, Chat / Email Support | Yes, Call support, Chat and Email Support |
| Track SIP / Policy Renewals |
| Admin Configuration | ||
|---|---|---|
| Admin Control | ||
| Custom Fields | ||
| Studio | ||
| Workflow and Automation | ||
| Integration | ||
|---|---|---|
| Sanchay API Integration | ||
| IVR Integration | ||
| CAMS / Karvy Integration | ||
| Portfolio Management Integration - Investwell, Redvision, Vijya (Upcoming) | ||
| Integration with WhatsApp Business API (Gallabox, Interakt) | ||
| Advance Security Features | ||
|---|---|---|
| Roles & Permission | ||
| IP Restriction | ||
| Phone Masking | ||
| Email Masking | ||
| Screenshot Restriction | ||
| Working hours Restriction (Upcoming) | ||
| Report Analytics | ||
|---|---|---|
| Reports | ||
| Email Reports | ||
| Google Spreadsheet Integration | ||
| Centralised Customer Database Management | ||
|---|---|---|
| Manage Family/Organization and Members | ||
| CSV/Excel Import / Export | ||
| RM wise Client visibility | ||
| Document & KYC Management | Single Document Management | Unlimited Document management |
| Customer Query Handling | ||
|---|---|---|
| Customer Query Management | ||
| Internal/Back Office Task Management | ||
| Visit / Meeting Management | ||
| Lead/Enquiry Management | ||
|---|---|---|
| Lead Allocation | ||
| Followup Reminders | ||
| Lead Status/Funnel Visibility | ||
| Event Management | ||
| Cross Selling & Upselling | ||
| Communication & Marketing | ||
|---|---|---|
| Birthday & Anniversary Greetings | ||
| Basic WhatsApp Campaigns | ||
| Streamlined Portfolio review meetings | ||
|---|---|---|
| Schedule recurring meetings based on AUM Categorisation. | ||
| Reminders for missed or pending meetings | ||
| Auto Allocation of visits to Respective RMs | ||
| Features | ||
|---|---|---|
| Attendance Management | ||
| Global Search for Web/Mobile | ||
| Call Logging | ||
| Email to Task Auto Creation | ||
| Rule based Allocation | ||
| Calendar Integration (Upcoming) | ||
| CKYC Integration (Upcoming) | ||
| Basic | |
|---|---|
| No. of Users | Min 2 Users |
| Additional User Charges per year | ₹ 12,000 |
| One Time Onboarding Cost | Depending upon Scope of work |
| Onboarding Training | Yes (User Training upto 3 times) |
| Support | Yes (Call, Chat, and Email Support) |
| Mobile App | Yes (Available on Android & iOS) |
| Admin Configuration | ||
|---|---|---|
| Admin Control | ||
| Custom Fields | ||
| Studio | ||
| Workflow and Automation | ||
| Integration | ||
|---|---|---|
| Sanchay API Integration | ||
| IVR (Telephony) integration | ||
| CAMS / Karvy Integration (Upcoming) | ||
| Portfolio Management Integration - Advisor Khoj , Vijya Fintech, investwell (Upcoming), Finnsys (Upcoming), M2M (Upcoming) | ||
| Integration with WhatsApp Business API (SandeshChat, Gallabox, Interakt) | ||
| Advance Security Features | ||
|---|---|---|
| Roles & Permission | ||
| IP Restriction | ||
| Phone Masking | ||
| Email Masking | ||
| Screenshot Restriction | ||
| Working hours Restriction (Upcoming) | ||
| Report Analytics | ||
|---|---|---|
| Reports | ||
| Email Reports | ||
| Google Spreadsheet Integration | ||
| Centralised Customer Database Management | ||
|---|---|---|
| Manage Family/Organization and Members | ||
| CSV/Excel Import / Export | ||
| RM wise Client visibility | ||
| Document & KYC Management | Unlimited Document management | |
| Customer Query Handling | ||
|---|---|---|
| Customer Query Management | ||
| Internal/Back Office Task Management | ||
| Visit / Meeting Management | ||
| Lead/Enquiry Management | ||
|---|---|---|
| Lead Allocation | ||
| Followup Reminders | ||
| Lead Status/Funnel Visibility | ||
| Event Management | ||
| Cross Selling & Upselling | ||
| Communication & Marketing | ||
|---|---|---|
| Birthday & Anniversary Greetings | ||
| WhatsApp Campaigns | ||
| Email Campaigns | ||
| Streamlined Portfolio review meetings | ||
|---|---|---|
| Schedule recurring meetings based on AUM Categorisation. | ||
| Reminders for missed or pending meetings | ||
| Auto Allocation of visits to Respective RMs | ||
| Features | ||
|---|---|---|
| Attendance Management | ||
| Global Search for Web/Mobile | ||
| Call Logging | ||
| Email to Task Auto Creation | ||
| Rule based Allocation | ||
| Calendar Integration (Upcoming) | ||
| CKYC Integration (Upcoming) | ||
| Track SIP / Policy Renewals | ||
Sanchay CRM Price Calculator
User-Based Pricing Plan Per User Per Year:
- 2 – 24 Users: ₹12,000 Per User
- 25 – 49 Users: ₹10,000 Per User
- 50 – 74 Users: ₹8,500 Per User
- 75+ Users: ₹7,500 Per User
Seamless Integration
Sanchay CRM integrates with various third-party applications, enhancing its functionality and ensuring seamless operations across different platforms.
Our Legendary Refund Policy
You Ask, and we Refund, No Questions! If you wish to discontinue at any point in time, we will refund the pro-rata amount immediately within 24 hours.
