Sanchay Mobile CRM Apk
Apk Infos
| Version | 1.0.0 |
| Rating | 5.0/5, based on 1 votes |
| Size | 1 MB |
| Requires Android | Android 2.3+ (Gingerbread) |
| Author's Notes | Empowering Financial Advisors and Mutual Fund Distributors |
About Sanchay Mobile CRM APK
Table Of Contents
Description
Sanchay Mobile CRM: Empowering Financial Advisors & Mutual Fund DistributorsSanchay 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.
Latest updates
What's new in version 1.0.0
Empowering Financial Advisors and Mutual Fund Distributors.How to install Sanchay Mobile CRM APK on Android phone or tablet?
Download Sanchay Mobile CRM APK file from ApkClean, then follow these steps:
Update Phone Settings
- Go to your phone Settings page
- Tap Security or Applications (varies with device)
- Check the Unknown Sources box
- Confirm with OK
Go to Downloads
- Open Downloads on your device by going to My Files or Files
- Tap the APK file you downloaded (com.enjayworld.sanchaycrm-v1.0.0-ApkClean.apk)
- Tap Install when prompted, the APK file you downloaded will be installed on your device.
Older Versions
| 1.0.0 (1) | 1 MB |
Questions & Answers
Q: What is an APK File?
A: Just like Windows (PC) systems use an .exe file for installing software, Android does the same. An APK file is the file format used for installing software on the Android operating system.
Q: If I install an APK from this website, will I be able to update the app from the Play Store?
A: Yes, absolutely. The Play Store installs APKs it downloads from Google's servers, and sideloading from a site like ApkClean.net goes through a very similar process, except you're the one performing the downloading and initiating the installation (sideloading).
As soon as the Play Store finds a version of the app newer than the one you've sideloaded, it will commence an update.
Q: Why ApkClean.net can guarantee APK 100% safe?
A: Whenever someone wants to download an APK file from ApkClean.net, we'll check the corresponding APK file on Google Play and allow user download it directly (of course, we'll cache it on our server). If the APK file does not exist on Google Play, we'll search it in our cache.
Q: What are Android App permissions?
A: Apps require access to certain systems within your device. When you install an application, you are notified of all of the permissions required to run that application.
Don't hesitate to contact us if you have any questions or concerns.
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