Sanchay CRM
CRM Software for Financial Advisors & Mutual Fund Distributors
CRM solutions for financial advisors simplify client management, automate tasks, and track financial data. These solutions streamline client communication and improve efficiency, making it easier for financial advisors to grow and manage their business.​
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While portfolio management software like Investwell & Redvision helps you manage your client’s investments, Sanchay CRM helps you manage your sales, client relations, and back-office tasks.
Optimize Your Financial Advisory Operations
with a CRM System for Financial Services
Stay organized and build stronger client relationships with Sanchay CRM. A powerful CRM solutions for financial advisors to manage leads, tasks, and interactions seamlessly.
What Sanchay Gives?
Centralize Your Client Database
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Secured KYC & Document Management
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Effortless Data import through Readymade Templates
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Smart AUM based Client Categorization
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Powerful Duplication Cleaning
Lead Management
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Smart Lead Auto Assignment based on Investment Type.
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Reminder System to Ensure Timely follow ups.
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Comprehensive Lead Funnel Visibility.
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Effortlessly Setup Lead Nurturing Campaigns.
Streamline Portfolio Review Meetings
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Smart Auto Scheduling of review meetings based on AUM categorization.
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Auto Allocation of review Meeting to Respective RMs.
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Auto Reminders to RMs to ensure review meeting are done timely.
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Seamless Visit Tracking with Check-In/Check-Out System
Efficiently Handle Customer Queries
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Intelligent Auto Query Allocation to RMs.
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Instant Notifications to Clients on Status updates.
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Seamless Multi-Channel Query Management.
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Automated Task Reminders to address queries on time.
Manage Customer Relationship
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Manage WhatsApp campaigns.
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Handle call log & reports effectively.
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Send birthday and anniversary greetings.
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Manage awareness events.
Complete Overview of your Business & Clients
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Powerful OPR Dashboard for Owner, Managers & RMs.
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Predefined Readymade Reports to Analyse different functions of your business.
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Detect Cross Sell & Upsell Opportunities.
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360 Degree view of Client & Your Business.
Sanchay Mobile App – Simplify Client & Business Management
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Personalized Dashboards with Actionable Insights
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Easy Check-In/Check-Out During Client Visits
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Instant MOM & Meeting Document Storage
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Send Birthday & Anniversary Messages through Ready Templates
Why Choose Sanchay CRM?
Choose Sanchay CRM for financial services industry to streamline customer relationships, enhance engagement, and drive business growth.
Web & Mobile Access
Manage all operations efficiently through both web and mobile platforms, with user-friendly interface.
Advanced Reporting
Track progress effortlessly with comprehensive reports on activities, including In Progress, Completed, or Missed tasks.
API & Integrations
Easily integrate Sanchay CRM with apps using powerful APIs to enhance functionality.
Custom Workflows
Customize your user experience by displaying only relevant fields and automate process through workflows.
Security & Restrictions
Ensure data security with user-specific restrictions and added layers of security through email or phone masking.
Implementation & Support
What sets Sanchay CRM apart is its expert implementation process and dedicated support throughout your journey.
CRM Solutions for Any Industry
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Real Estate
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Call Center / BPO
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Travel
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NBFC
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Trading
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Telecom
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CRM for Government
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IT Hardware
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Channel Management
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Software Companies
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Service
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Distribution
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Manufacturing
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Tally Partners
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Automobile Dealership
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Healthcare
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ITSM & Helpdesk
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Pharma
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Consulting
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Hospitality
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Banking
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Stock Broker
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Education
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Collection Agency
