Sanchay CRM Implementation Guide for Financial Advisors

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Limesh Parekh

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March 31, 2025

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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.

Sanchay CRM Is Pre-Configured for You   

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.

  1. Roles and screens for Business Owners, Team Leaders, Sales RMs, Service RMs, Back Office, and even Runners.
  2. Workflows and fields tailored as per your business — from lead handling to review meetings.
  3. Pre-defined best practices already in place.

You just have to start using it.

Trust the System & the set processes

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.

Get Everyone Using the CRM From Day One

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.

  1. RMs can add follow-ups, tasks, and client requests.
  2. Leaders can monitor activity and review meetings.
  3. You can check your dashboard, reports, and everything else.

And since everything is stored in one place — no more searching WhatsApp, Excel, email, or memory

Your Data? It’s in the CRM From Hour One

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.

  1. Export from your investment software.
  2. Import into Sanchay CRM.
  3. Assign clients to RMs.
  4. Categorize by AUM.
  5. Start scheduling review meetings.

That’s it. Your CRM is live

Don’t Worry About Transaction Data — Let the Right Tool Do Its Job

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:

  1. Client interactions
  2. Service requests
  3. Review scheduling
  4. Team performance
  5. Sales and upsell opportunities

No duplication. Just synergy.

You’re Not Alone — We’ve Got Your Back

Sanchay CRM comes with full support to make your implementation smooth:

  1. A dedicated implementation team
  2. A structured onboarding process
  3. Online courses for you and your team

And if you get stuck? Our team is just one call away.

CRM Success = Boss Involvement

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.

Implementing Sanchay Feels Like Switching On a Ready-to-Use Engine

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:

  1. Serve clients better
  2. Grow your AUM
  3. Streamline your team
  4. Conduct timely reviews
  5. Upsell at the right time
  6. And build a system that runs without you

You don’t need a “tool.” You need a system that works for your business.

Coming Up Next


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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