Sanchay Mobile CRM is a powerful solution tailored for financial advisors and mutual fund distributors. It seamlessly integrates client, lead, query, and portfolio management into a single platform, bridging the gap between efficient customer relationship management and enhanced productivity. Designed to keep you ahead in a competitive market, Sanchay Mobile CRM (Web & Mobile Application) offers an array of features to revolutionize your workflow:
1. Centralized Client Database
Manage all your client information in a secure, centralized database, accessible via web and mobile apps. Whether it’s individual clients, families, or organizations, Sanchay CRM simplifies data organization and ensures ease of access.
Data Import/Export: Quickly import spreadsheets or export client details effortlessly.
Effortless Campaigns: Send greetings and marketing campaigns to keep clients engaged.
KYC & AUM Management: Streamline KYC processes and manage Assets Under Management (AUM) data with ease.
Duplicate Records Management: Detect and remove duplicate entries for a clean database.
2. Efficient Query Management
Transform how you handle client queries with a unified system that consolidates inquiries from multiple channels.
Automated Query Allocation: Assign queries to the right team member for faster resolutions.
Client Notifications: Keep clients informed about their query status at every step.
Multi-Channel Integration: Manage queries from email, WhatsApp, phone calls, and other channels in one place.
Task Scheduling & Reminders: Stay organized with reminders for query-related tasks.
3. Robust Lead Management
Improve conversion rates by managing leads from various channels on a single platform. Simplify the lead lifecycle with advanced tools for follow-ups and responses.
Automated Lead Assignment: Distribute leads to team members based on predefined rules.
Follow-Ups & Reminders: Set reminders to ensure no opportunity is missed.
Personalized Greetings: Build rapport with prospects via customized birthday or anniversary messages.
Lead Funnel Insights: Gain visibility into the lead funnel for data-driven decisions.
4. Strengthen Customer Relationships
Foster meaningful relationships with tools that enable personalized interactions and better engagement.
Awareness Events: Host events to educate clients and showcase expertise.
WhatsApp Campaigns: Send bulk WhatsApp updates, promotions, or reminders.
Call Log Management: Maintain call records and generate insightful reports.
Special Occasion Greetings: Celebrate birthdays and anniversaries to strengthen bonds.
5. Streamline Portfolio Review Meetings
Simplify the organization of portfolio review meetings to enhance client satisfaction.
Recurring Meetings: Schedule reviews based on AUM categories to prioritize high-value clients.
Missed Meeting Reminders: Automate reminders for missed or overdue meetings.
Visit Allocations: Assign Relationship Managers (RMs) for meetings and visits efficiently.
6.Introducing a new feature that allows users to send WhatsApp Campaign messages through automation using Accessibility Service permission (eg. User's are been requested for Accessibility Service Permission before using this feature and if the permission is permitted , they can use Automation functionality for sending whatsapp messages).
Important : We assure that app donot collect any of the sensitive of personal information while using this permission as it is been requested only for automated click gestures to be performed.

- Key Benefits of Sanchay Mobile CRM
Boost Productivity: Automate workflows and optimize task management.
Enhance Client Engagement: Ensure timely follow-ups and personalized interactions.
Enable Data-Driven Decisions: Centralized data and actionable insights for smarter strategies.
Experience the power of Sanchay Mobile CRM—your ultimate platform to manage clients and grow your financial advisory business with ease.