Sanchay CRM Testimonials
Hear what our customers say about how Sanchay CRM transformed their business.
Mr. Vana Krishna
CEO of Veekay Finserve LLP, managing ₹300 Cr AUM, shares how Sanchay CRM supports his business.
He explains how it streamlines back-office operations, manages client inquiries efficiently, and ensures timely follow-ups with smart reminders — making large-scale client management simpler and more organized.
Implemented by our partnerAditya Ramkishor.
Mr. Rajit Kothari
Executive Director at Ashutosh Financial Services Pvt. Ltd., shares how Sanchay CRM transformed his financial advisory business. He highlights how it streamlines client interactions, manages leads, simplifies portfolio reviews, and reduces spreadsheet dependency — a CRM truly built for financial advisors.
Implemented by Enjay IT Solutions Ltd.
Mr. Milind Shah
Arthmitra Gurukulam, shares how Sanchay CRM has simplified his work as a Mutual Fund Distributor. He explains how it helps manage client relationships, track leads and follow-ups, and keep all data organized in one place — making client engagement and trust-building easier than ever for financial professionals.
Review from Our Partner Milind Shah
Mr. Paritosh Pandya
Founder of Moneyplant Financial Services shares how Sanchay CRM has successfully and efficiently supported his financial advisory business. He explains how it streamlines client interactions, manages leads and follow-ups, keeps data organized, and automates routine tasks — helping save time and build stronger client trust.
Review from Our Partner Paritosh Pandya
Mr. Nagaraju Uppalapati
CEO of Devmoksh Finserve, shares how Sanchay CRM transformed client management and daily operations. He highlights how it centralizes data, streamlines follow-ups, and ensures no opportunity is missed far more effective than Zoho CRM, as it’s built for Mutual Fund Distributors and Financial Advisors.
Implemented by our partner Aditya Ramkishor.
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) 