In financial consulting, client service is more than just answering questions; it is also about keeping your clientele informed because they want to be kept informed at all times, whether it’s about a nominee change, a statement request, or any portfolio query.
And if they aren’t? You know what happens—
“Any update on my request?”
“It’s been 3 days—what’s happening?”
“Please check and get back ASAP!”
Too many follow-ups. Too much pressure. There isn’t enough time left for the real work.
But what if every update could be delivered to your client automatically, without anyone on your team having to lift a finger?
That is exactly what Sanchay CRM + WhatsApp Automation enables.
Sanchay CRM, when integrated with the WhatsApp Business API (WABA), takes a smart step forward by allowing you to send automated WhatsApp alerts at each stage of a task’s lifecycle.
The Real Issue: Manual Updates Waste Time
Currently, your team might be:
- Calling your clients individually to confirm receipts.
- Following up by email to confirm a task has been completed.
- Checking in with RMs to see if a task was done.
Each of these stages reduces your team’s productive time. And when you increase that by hundreds of requests per month, the cost, both in hours and peace of mind, is enormous.
The Smart Solution: CRM-Powered WhatsApp Alerts
Sanchay CRM + WhatsApp Automation allows for real-time updates to be sent to clients, RMs, and SRMs without requiring any effort on the part of the user.
“Smart WhatsApp Alerts = Less Chaos, More Clarity”
Upon integrating your CRM with WhatsApp, task alerts can be automatically triggered at strategic times, preventing manual follow-ups and keeping everyone in sync.
Without CRM | With Sanchay CRM + WABA |
Call the client to confirm receipt | WhatsApp alert auto-sent |
RM waits for verbal handover | Instant task assignment alerted him |
Client follows up for closure | Auto “task complete” message sent to client |
| Admin manually tracks the status | The CRM dashboard shows everything |
This is how it functions in various scenarios:
Scenario 1: Client Is Alerted When Task Is Created
Suppose your client calls and asks for an update on their portfolio.
A task is logged in Sanchay CRM—either manually by your Service RM or automatically by a chatbot when a client raises a service request. In either case, the client immediately receives a WhatsApp message that looks like this:
“Hi [Client Name], your request has been received and logged. Our team is now working on it. You’ll be notified once it’s completed.”
With this mechanism:
- The client feels acknowledged.
- Your team doesn’t have to deliver a separate message
- Everyone stays on the same page.
Scenario 2: Concerned RM Is Alerted When Task Is Assigned
As soon as a task is logged, the relevant RM—like a Service RM—is assigned by the team or system. The moment they’re tagged in the CRM, they get a WhatsApp notification so nothing slips through the cracks.
“Hi XYZ, a new task has been assigned to you. [View Task]”
This way, they don’t need reminders from admins or seniors to get started; they can jump right in and see the context and start working on it without any delay.
Scenario 3: Client Is Informed When Task Is Completed
The client receives a closure message once the RM marks the task as “Complete”, something like this:
“Hi [Client Name], your request regarding [task name/summary] has been completed successfully. Please reach out if you need anything further.”
Even a brief acknowledgment goes a long way. It reassures clients that you’re on it from the very first step.
Scenario 4: Task Creator Is Also Updated
Let’s say your admin or sales RM logged the task. Additionally, they are notified as soon as it is marked complete:
“XYZ from the team has completed task #[1234].” [Recap]
This guarantees that nothing will get through. The task creator can quickly go over it, look at the notes, and make sure everything went according to process.
Why This Matters
- No missed updates
- Fewer calls for follow-up
- Saving hours of manual correspondence
- A consistently professional client experience
Your internal workflows become clearer, faster, and more accountable thanks to these automated notifications.
An Overview of the Entire System
In this blog series, I’ve demonstrated how the Sanchay CRM and WhatsApp API integration provides a 360° engagement and automation toolkit that includes:
- Why WABA is worth the expense – Even if it helps you save just a few clients or avoid a few missed opportunities, the value you gain is much higher than the WhatsApp API cost.
- Broadcasting – Send regular updates, portfolio reviews, product info, or birthday wishes—without getting your number blocked. Plus, it looks professional and personal.
- Using chatbots to handle customer service inquiries – Allow the bot to enter tasks into the CRM, and centralize your incoming traffic.
- Automating the capture of new inquiries – Before your RM even answers the phone, gather the necessary lead information.
- Automated alerts at every milestone – So clients never have to ask “What’s the status?” again.
Final Thought: Automation Isn’t About Replacing People; It’s About Empowering Them
Your team functions more effectively when there is clear communication. Clients are more likely to trust you when they feel informed.
Additionally, you have more time to concentrate on the important things, like fostering connections and increasing revenue, when systems like Sanchay handle the grunt work in the background.
Empower your team and delight your clients—one smart alert at a time.
If you’re prepared to experience this intelligent, integrated approach to working, let’s talk.
