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Revolutionise the Way You Manage Your Financial Advisory Business

Join us for the exclusive launch of Sanchay CRM—a solution designed to solve your day-to-day challenges and help you focus on growing your business.

Event Date & Time:- Saturday 22nd Feb 2025 at 11 AM

Event is Live. You have received joining link on mail.

*It’s a Free Event!
Sanchay CRM

Common Challenges Financial Advisors Face Today

This Event is for You If You Are a Financial Advisor Dealing With These Challenges
Struggling to keep up with portfolio reviews and reminders.
Spending hours managing queries across calls, WhatsApp, and emails.
Dealing with scattered client data across multiple systems.
Losing valuable leads due to Missed follow-ups.
*It’s a Free Event!

Who Should Join?

This event is tailored for you if you are:-
Girl With Blue Jacket
Girl With Blue Jacket

Why You Should Attend This Session?

Join us if you want to
Organize client data in one centralized location.
Simplify your lead management and back-office processes.
Automate portfolio review scheduling and reminders to save time.
Respond faster to client queries and improve client relationships.
*It’s a Free Event!

What Sanchay CRM is Not?

Sanchay CRM doesn’t replace your portfolio management tools like Investwell or Redvision. Instead, it complements them. While those tools help you manage investments, Sanchay CRM helps you manage your sales, client relations, and back-office tasks.
About Us

Enjay IT Solutions Ltd

At Enjay IT Solutions, we specialise in creating innovative software solutions tailored for businesses like yours. With a track record of delivering successful tools like Sangam CRM, Sugam Tally on Cloud, Samvad Telecaller App & More.

We’re committed to empowering Financial Advisors with Sanchay CRM—our latest offering designed specifically for your unique challenges.

Don’t Miss the Sanchay CRM Launch Event

Date

Sat, 22nd Feb 2025

Time

11:00 AM - 01:00 PM

Venue

Online (Zoom Meeting)