Sanchay Mobile CRM

Sanchay Mobile CRM: Empowering Financial Advisors & Mutual Fund Distributors

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.

Why Choose Sanchay Mobile CRM?

Sanchay Mobile CRM is more than a tool; it’s a comprehensive solution designed to enhance productivity and client satisfaction for financial advisors and mutual fund distributors.

Key Benefits:

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.