Our Pricing Plans
Find your best subscription.
Basic | ||
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No. of User | 20 Users | 5 Users |
Additional User Charges per year | â‚ą 1,000 | â‚ą 12,000 |
One Time Onboarding Cost | â‚ą 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 | ||
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Admin Control | ||
Custom Fields | ||
Studio | ||
Workflow and Automation |
Integration | ||
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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 | ||
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Roles & Permission | ||
IP Restriction | ||
Phone Masking | ||
Email Masking | ||
Screenshot Restriction | ||
Working hours Restriction (Upcoming) |
Report Analytics | ||
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Reports | ||
Email Reports | ||
Google Spreadsheet Integration |
Centralised Customer Database Management | ||
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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 | ||
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Customer Query Management | ||
Internal/Back Office Task Management | ||
Visit / Meeting Management |
Lead/Enquiry Management | ||
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Lead Allocation | ||
Followup Reminders | ||
Lead Status/Funnel Visibility | ||
Event Management | ||
Cross Selling & Upselling |
Communication & Marketing | ||
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Birthday & Anniversary Greetings | ||
Basic WhatsApp Campaigns |
Streamlined Portfolio review meetings | ||
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Schedule recurring meetings based on AUM Categorisation. | ||
Reminders for missed or pending meetings | ||
Auto Allocation of visits to Respective RMs |
Features | ||
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Attendance Management | ||
Global Search for Web/Mobile | ||
Call Logging | ||
Email to Task Auto Creation | ||
Rule based Allocation | ||
Calendar Integration (Upcoming) | ||
CKYC Integration (Upcoming) |
Sanchay CRM integrates with various third-party applications, enhancing its functionality and ensuring seamless operations across different platforms.
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Our CRM expert will call you shortly