fbpx

Our Pricing Plans

Vector

Choose the Best Plan for Your Financial Goals

Plan Comparison

Find your best subscription.

Starter

â‚ą 15,000

per year, billed yearly

Growth

â‚ą 60,000

per year, billed yearly
Basic
No. of User20 Users5 Users
Additional User Charges per yearâ‚ą 1,000â‚ą 12,000
One Time Onboarding Costâ‚ą 15,000Depending upon Scope of work
Onboarding TrainingYes (One time User Training)Yes (User Training upto 3 times)
SupportYes, Chat / Email SupportYes, 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 ManagementSingle Document ManagementUnlimited 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)

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.

Book a Call

Our CRM expert will call you shortly

Banner Girl

Book a Call

Our CRM expert will call you shortly

Banner Girl

Book a Call

Our CRM expert will call you shortly

Banner Girl