Sanchay CRM Testimonials

Hear what our customers say about how Sanchay CRM transformed their business.

Mr. Vana Krishna

CEO of Veekay Finserve LLP, shares how Sanchay CRM streamlines back-office operations, manages client inquiries, and ensures timely follow-ups.

Implemented by our partner
Aditya Ramkishor.

Mr. Rajit Kothari

Executive Director at Ashutosh Financial Services Pvt. Ltd., shares how Sanchay CRM simplifies client management, leads, and portfolio reviews.

Implemented by Enjay IT Solutions Ltd.

Mr. Milind Shah

Arthmitra Gurukulam, shares how Sanchay CRM helps manage clients, track leads and follow-ups, and keep all data organized in one place.

Review from Our Partner
Milind Shah

Mr. Paritosh Pandya

Founder of Moneyplant Financial Services shares how Sanchay CRM streamlines client interactions, automates follow-ups, and keeps data organized.

Review from Our Partner
Paritosh Pandya

Mr. Nagaraju Uppalapati

CEO of Devmoksh Finserve, shares how Sanchay CRM centralizes data, streamlines follow-ups, and works better than other CRM for advisors.

Implemented by our partner
Aditya Ramkishor.

Mr. Sudhir Babu Bupati

Director of Honeybee Finserve, shares how Sanchay CRM replaced paper-based work with organized, error-free client management.

Implemented by our partner
Aditya Ramkishor.

Mr. Omkar Patwardhan

Owner of Shriniwas Holdings Pvt Ltd, shares how Sanchay CRM improved team visibility, lead tracking, and daily operations as his business scaled.

Implemented by Enjay IT Solutions Ltd.

Mr. Bal Sachin Gupta

Founder of V6 Arth Gyaan LLP, shares how Sanchay CRM simplified sales, tasks, and team management with a ready-to-use MFD-focused system.

Implemented by Enjay IT Solutions Ltd.

Mr. Sudhir Babu Bupati

Director of Honeybee Finserve, managing ₹156 Cr AUM, shares how Sanchay CRM has transformed their business operations. He explains earlier they managed client data & inquiries on paper, which often led to missed opportunities & human errors. With Sanchay everything is now organized, & easy to manage.

Implemented by our partner
Aditya Ramkishor.

Let me tell you, after struggling and spending almost ₹5 lakhs in the last 5 years on various softwares to achieve a stable CRM, I finally settled on Sanchay about 6 to 8 months ago. I’ve used tools like Airtable, Trello, ClickUp, Interakt, Pabbly Connect, and more, and now I feel Sanchay CRM can achieve 90% of what all these tools could do. With my own tech expertise, I’ve customised it to my needs. The icing on the cake is the A-grade support from the Enjay team — we’ve built workflows, trackers, and integrations like NSE inside Sanchay, automating processes that allow us to scale 5× with the same team size.

Mr.Hitesh KakkadCo-Founder (Money Plus Financial Services)

I’m already using Sangam CRM, their other flagship product, and after using Zoho, I shifted to Sangam CRM. The reason for shifting is the level of customisation and their A1 support system, I must say. And now, in Sanchay, they are offering so many things under a single window. As Enjay’s Limesh Sir always says, “I don’t just build the cycle, I also guide you on how to ride it.

Mr. Saurabh AroraFounder (SunGlare Wealth)