While Investwell and Redvision manage investments, Sanchay CRM handles sales, client relations, and back-office tasks.
Streamline and organize family, organization, and individual member data in a single platform, accessible through web and mobile applications.
Seamlessly handle customer inquiries across various platforms and automate query assignments.
Unify leads from all sources into a single platform for streamlined management and enhanced productivity.
Oversee customer relationships by effectively managing communication, interactions, and tailored engagement.
Seamlessly handle portfolio review meetings, schedule reminders, and automate visit assignments to boost efficiency. .