Sanchay Mobile CRM

Sanchay Mobile CRM: Empowering Financial Advisors and Mutual Fund Distributors


Sanchay Mobile CRM is a solution designed for financial advisors and mutual fund distributors. It enables seamless management of clients, leads, queries, and portfolios, bridging the gap between efficient customer relationship management and enhanced productivity. Designed to keep you ahead in a competitive market, Sanchay CRM ; Web & Mobile application offers a host of features to revolutionise your workflow:

1. Centralize Your Client Database


Maintain all client information in one centralised, secure database accessible from web and mobile apps. Whether managing individual clients, families, or organizations, Sanchay Mobile CRM simplifies data organisation and ensures easy access.
Easy Data Import/Export: Quickly import data from spreadsheets or export client details as required.
Effortless Campaigns: Send greetings and marketing campaigns directly from the platform for consistent engagement.
KYC & AUM Management: Streamline KYC processes and manage Assets Under Management (AUM) data with ease.
Duplicate Records Management: Identify and remove duplicate entries to maintain a clean, clutter-free database.

2. Efficiently Handle Customer Queries


Transform query management with a unified system that centralises inquiries from various channels. Improve client satisfaction through timely updates and streamlined resolutions.
Automate Query Allocation: Assign queries automatically to the appropriate team member or representative.
Client Notifications: Notify clients about their query status, keeping them informed at every step.
Multi-Channel Query Management: Manage inquiries from email, WhatsApp, phone calls, and other channels in one platform.
Task Scheduling & Reminders: Stay on top of deadlines with reminders for query-related tasks.

3. Lead Management


Enhance efficiency and conversion rates by consolidating leads from multiple channels into a single platform. Simplify the lead lifecycle with tools designed for effective follow-ups and timely responses.
Automated Lead Assignment: Assign leads to team members based on predefined rules for faster handling.
Follow-Ups & Reminders: Set reminders for timely follow-ups to prevent missed opportunities.
Personalised Greetings: Build rapport with prospects by sending personalized birthday and anniversary messages.
Lead Funnel Insights: Gain complete visibility of the lead funnel to make data-driven decisions and boost conversion rates.

4. Manage Customer Relationships


Strengthen your client relationships through effective communication and personalized interactions. Sanchay Mobile CRM provides tools to engage and track clients, ensuring superior service delivery.
Awareness Events: Organise and manage events to educate clients and showcase your expertise.
WhatsApp Campaigns: Send bulk WhatsApp messages for updates, promotions, and reminders.
Call Log Management: Keep track of all client interactions with call logs and generate insightful reports.
Special Occasion Greetings: Send greetings for birthdays and anniversaries to build stronger connections.

5. Streamline Portfolio Review Meetings


Simplify the management of portfolio review meetings to ensure timely client engagement and proactive service delivery.
Recurring Meetings by AUM Categorisation: Schedule meetings based on the client’s AUM category, prioritising high-value clients.
Missed Meeting Reminders: Set automated reminders for missed or pending meetings to maintain consistent follow-ups.
Visit Allocations: Automatically assign Relationship Managers (RMs) for meetings and visits to improve team efficiency.