Unified CRM for Finance Solutions and Mutual Fund Agents
Though tools like Investwell and Redvision aid in handling client investments, Sanchay CRM supports your sales, client engagement, and admin tasks.
Enhance Your Wealth Advisory Processes with a CRM Platform for Finance Sector
Keep structured and grow better client connections with Sanchay CRM. A robust CRM platform for finance consultants to handle leads, duties, and communications smoothly.
Unify Customer Records
Store all your clients’ family, company details neatly and reachable in one spot, allowing easy control and quick access.
Settle Customer Issues
Handle and settle client concerns on various platforms using auto tasks and prompt alerts.
Handle Admin
Duties
Simplify admin work and support tasks, helping you concentrate more on client bonds and expansion.
Monitor questions and callbacks
Always catch each lead or follow-up using smart alerts and instant tracking of all client requests.
Simplify investment check
Plan, control, and log routine investment review meets smoothly, ensuring on-time sessions and client delight.
Unify Your Customer Records
Handle family, company, and member-based info in one spot. Reachable anytime via web and phone apps to help you create neat, smart, and effective client files.
Secured KYC and Document Management
Keep all sensitive client documents safe with encrypted storage and secure access controls.
Effortless Data Import
Upload your existing data using pre-built templates to get started in no time—no technical skills required.
AUM-Based Client Categorization
Group clients based on Assets Under Management (AUM) to provide more relevant and strategic services.
Powerful Duplication Cleaning
Automatically identify and remove duplicate records to maintain a clean, accurate database.
Why Choose Sanchay CRM?
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Centralized Client Management
Maintain detailed records of every investor, family, or organization in one place.
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Automated Reminders
Never miss a review, SIP renewal, or follow-up with smart alerting and notifications.
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One-Click Portfolio Reports
Generate detailed portfolio snapshots for your clients instantly in PDF or visual format.
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WhatsApp Chatbot Integration
Capture leads directly from WhatsApp and automate client engagement seamlessly.
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Secure & Compliant
Built with encrypted access, role-based permissions, and cloud backups for your peace of mind.
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Mobile-Friendly CRM
Access client data, follow-ups, and reports anytime from your mobile or tablet.
Your Challenges – Solved with Sanchay CRM
| Problem | Traditional Way | With Sanchay CRM |
|---|---|---|
| Client Follow-ups | WhatsApp, diaries, phone reminders | Automated task manager & alerts |
| Review Meetings | Manual collection from Excel/InvestWell | Auto-reports & PDF in one click |
| Data Security | No backup, no access control | Encrypted cloud access with roles |
| Lead to Client Journey | Scattered, no flow | Smart journey tracking & automation |
Lead Management
Gather prospects from every source on one system for smooth handling and better output.
Intelligent Lead Allocation by Investment Category
Seamless distribution of prospects aligned with specific investment preferences.
Automated Alerts for On-Time Client Engagement
Never miss a client touchpoint with intelligent scheduling and notification triggers.
Complete Insight into the Lead Journey
Gain end-to-end clarity on every stage of your lead conversion pipeline.
Easily Launch Automated Prospect Engagement Workflows
Streamline relationship-building with hassle-free drip campaigns and smart automation.