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So you’ve decided to bring a CRM into your business. That’s a big milestone — congratulations! But wait… this is where most financial advisors start to feel a bit nervous.
“How do I actually implement this thing?”
“What if my team doesn’t use it?”
“Where do I even start?”
If you’ve been asking yourself any of these questions, don’t worry. You’re not alone — and more importantly, you’re asking the right questions. Because buying a CRM is just the beginning. The real magic happens after that.
This blog is your guide to making Sanchay CRM work for you — from Day 1.
And trust us, Day 1 is all it takes.
Most CRMs require hours (or days) of setup — creating roles, defining processes, customizing screens. But Sanchay CRM is built specifically for financial advisors like you.
From the moment you log in, everything is pre-configured.
You just have to start using it.
We know — most financial advisors are new to using CRMs. You might feel tempted to tweak the process or ask your team to use it “their way.”
Here’s our advice: trust the system.
Sanchay CRM isn’t a generic software. It’s designed for your business, with the best practices already embedded. So instead of figuring out your own way of doing things, you can simply follow the best practices and start seeing results.
You’ll be surprised how much time and confusion you save when you don’t have to choose between 5 different ways of doing the same task.
Since Sanchay CRM is already configured role-wise, every team member sees only what they’re supposed to. This makes it easy for them to focus and get started without being overwhelmed.
No need to “start small” or “test the waters.” your entire team can start using the system fully from Day 1.
And since everything is stored in one place — no more searching WhatsApp, Excel, email, or memory
There’s no reason to wait days or weeks to “go live.” With Sanchay, your client data and investment details can be imported right away — within one hour.
That’s it. Your CRM is live
Many advisors get stuck trying to copy or import the investment transactions into the CRM. But that’s not necessary.
Your investment software already handles that well — valuations, SIPs, redemptions, etc. Let it do that.
Sanchay CRM complements your investment platform. It’s there to manage:
No duplication. Just synergy.
Sanchay CRM comes with full support to make your implementation smooth:
And if you get stuck? Our team is just one call away.
This one’s non-negotiable.
If you’re serious about CRM success, your leadership matters. Your team needs to see that you use the CRM, that you check dashboards, that you follow up based on reports.
If the boss is serious, the team becomes serious.
If the boss treats it casually, the team treats it casually.
Simple, but true.
Sanchay CRM was not designed as a generic solution for “any” business.
It was built ground-up for financial advisors, wealth managers, MFDs, and mutual fund distributors in India.
Every field, role, and screen is made with your workflows in mind.
We’re not giving you 100 features to explore. We’re giving you the right 10 to help you:
You don’t need a “tool.” You need a system that works for your business.
In the next blog, we’ll talk about the biggest hurdle of all — getting your team to actually use the CRM regularly.
It’s one thing to set up a system. It’s a whole different game to ensure it becomes part of your team’s daily routine.
Let’s crack that in the next one
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