Bring Structure to Your Client Relationships with SanchayOne
SanchayOne is a mobile-first CRM designed for Individual MFDs to manage client interactions, follow-ups, and portfolio discussions in one organised system — implemented through a simple step-by-step approach.
What is SanchayOne?
A CRM Built Specifically for Individual MFDs
SanchayOne is a CRM platform created specifically for individual MFDs who want to organise their client management in a systematic way. Instead of managing information across multiple tools, SanchayOne allows you to record and manage everything in one place. The platform is designed mobile-first, allowing advisors to manage their daily activities directly from their smartphone.
Client and family information
Calls and meeting interactions
Leads and referrals
Tasks and follow-ups
Portfolio review meetings
Client communication
When Should You Opt for SanchayOne?
SanchayOne is designed for individual advisors who want to bring more structure to their daily client management. It may be useful if:
- Client conversations scattered across calls, WhatsApp, emails, and meetings
- You want better visibility of pending tasks, meetings, and client commitments
- Your client base is growing and follow-ups are becoming difficult to track
- You are gradually building a more organised way of managing your practice
- You want to automate portfolio review meetings with your clients
Structured Implementation Approach
Understand your practice needs and confirm SanchayOne is the right fit.
Set up your account and configure the platform for your practice.
Walk through the system and begin mobile setup with call logging.
Assess adoption, review logged calls, and address any questions.
Bring client and family records into the system in a structured format.
Track usage patterns and refine workflows based on experience.
Set up client categorization and schedule portfolio reviews.
Evaluate overall adoption and identify areas for improvement.
Activate dashboards to track meetings and engagement.
Enable templates, insurance tracking, and more.
Ongoing support to ensure the CRM remains part of your workflow.
What You Can Manage with SanchayOne
Sanchay CRM integrates with various third-party applications, enhancing its functionality and ensuring seamless operations across different platforms.
Client and family records
Call logs and meeting notes
Lead and referral tracking
Tasks and follow-up reminders
Portfolio review scheduling
WhatsApp and email templates
Birthday & anniversary greetings
Insurance policy & claim tracking
Dashboard: meetings, tasks & activities
Simple, Transparent Pricing
SanchayOne
| Subscription (1 user) | ₹12,000 |
| Implementation & Onboarding | ₹25,000 |
| Total | ₹37,000 |
Sanchay CRM
| Subscription (Min 2 users) @ ₹12,000/user |
₹24,000 |
| Implementation & Onboarding | ₹35,000+ |
| Total (Min 2 users) | ₹59,000 |
Build Your Process Today, Scale Your Team Tomorrow
Growth happens when people, tools, and processes work together. If you plan to build a team tomorrow, you must build your process today.