Sanchay Mobile CRM on Windows Pc

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.

Empowering Financial Advisors and Mutual Fund Distributors.

Allows applications to open network sockets.
Allows applications to access information about networks.
Allows an app to create windows using the type TYPE_APPLICATION_OVERLAY, shown on top of all other apps.
Allows applications to change network connectivity state.
Allows applications to access information about Wi-Fi networks.
Allows an app to access approximate location.
Allows an app to access precise location.
Allows an application to receive the ACTION_BOOT_COMPLETED that is broadcast after the system finishes booting.
Allows using PowerManager WakeLocks to keep processor from sleeping or screen from dimming.
Allows access to the vibrator.
Required to be able to access the camera device.
Allows an application to read the user's contacts data.
Allows an application to write the user's contacts data.
Allows an application to initiate a phone call without going through the Dialer user interface for the user to confirm the call.
Allows read only access to phone state, including the phone number of the device, current cellular network information, the status of any ongoing calls, and a list of any PhoneAccounts registered on the device.
Allows an application to read the user's call log.
Allows an app to use fingerprint hardware.
Allows applications to perform I/O operations over NFC.