One Stop CRM for Financial Advisors and Distributors.

While Investwell and Redvision manage investments, Sanchay CRM handles sales, client relations, and back-office tasks.

Optimize Your Financial Advisory Operations

API Integration

Asset Management

Investment Management

KYC Management

Task Management

Mobile Availability

Branch Management

Event Awareness

Data Transfer

Portfolio Reviews

Multi-Channel Support

Sanchay CRM is used by fastest growing companies

Simplify Customer Data Management

Streamline and organize family, organization, and individual member data in a single platform, accessible through web and mobile applications.

1

Quick data import/export

2

Easily send greetings and campaigns

3

Simplified KYC and AUM data workflows

4

Effortlessly remove redundant data

Manage Queries Effectively

Seamlessly handle customer inquiries across various platforms and automate query assignments.

1

Automate query distribution

2

Inform clients of their query progress

3

Oversee queries from all platforms easily

4

Set task reminders for users and teams

Lead Coordination

Unify leads from all sources into a single platform for streamlined management and enhanced productivity.

1

Streamline lead allocation

2

Send celebratory messages

3

Send celebratory messages s

4

View the entire lead pipeline

Handle Customer Relations

Oversee customer relationships by effectively managing communication, interactions, and tailored engagement.

1

Organize awareness campaigns

2

Coordinate WhatsApp marketing

3

Organize call logs and data

4

Send celebratory wishes

Simplify Portfolio Review Sessions

Seamlessly handle portfolio review meetings, schedule reminders, and automate visit assignments to boost efficiency. .

1

Plan regular meetings according to AUM classification.

2

Create notifications for incomplete or upcoming meetings.

3

Assign visits to Relationship Managers (RMs).

Why Choose Sanchay CRM?

Choose Sanchay CRM for seamless customer relationship management, enhanced engagement, and streamlined business growth.

Centralize Customer Data

Store all client family and organization information in one centralized, structured place, enabling seamless management and quick access.

APIs & System Integrations

Effortlessly connect Sanchay CRM with applications using robust APIs to boost functionality.

Security Measures & Boundaries

Safeguard data with user-specific access controls and enhanced security layers through email or phone masking. .

Enhanced Reporting

Easily monitor progress with detailed reports on tasks, including those in progress, completed, or missed.

Tailored Workflows

Personalize your user experience by showing only pertinent fields and streamline processes with automated workflows.

Deployment & Assistance

.What sets Sanchay CRM apart is its expert implementation process and dedicated support throughout your journey.

Seamless Integration

Sanchay CRM integrates with various third-party applications, enhancing its functionality and ensuring seamless operations across different platforms.

Use Sanchay CRM

Streamline your financial advisory workflows with Sanchay CRM

Enjoy effortless client management, improved security, and optimized workflows with Sanchay CRM.

Work with best tally certified partner

Work with best tally certified partner

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