Best CRM for Mutual Fund Distributors, Stock Brokers, Insurance/ Investment consultants
Efficiently Manage AUM, Foster Client Relationships, and Drive Growth in Financial Services. Leads, Campaigns, Customer complaints, all in one place.
- Provide Exceptional Service
- Foster Client Relationship
- Offer clients a user-friendly Customer Portal
Best CRM for Mutual Fund Distributors, Stock Brokers, Insurance/ Investment consultants
Efficiently Manage AUM, Foster Client Relationships, and Drive Growth in Financial Services. Leads, Campaigns, and Customer complaints, all in one place.
- Provide Exceptional Service
- Foster Client Relationship
- Offer clients a user-friendly Customer Portal
Preferred by Leading Wealth Management Agencies
Preferred by Leading Wealth Management Agencies
How can Mutual Fund Software for Distributors help?
Sangam CRM possesses the capability to manage a diverse array of Foster Client Relationships, Effortless Integration with Telephony, Cater to High Net Worth Individuals.
Tailored KYC Module
- Easily record comprehensive family profiles and investment portfolios.
- Gain a complete overview of your Assets Under Management.
Provide Exceptional Service
- Respond promptly to investor queries & ensure customer satisfaction.
- Efficiently manage PAN updates, address changes, and banking transactions, all within the CRM.
Foster Client Relationships
- Stay connected with your clients through automated birthday and anniversary reminders.
- Send/Get Premium reminders to your clients, maintain healthy cash flows by collecting premiums on time.
Effortless Integration with Telephony
- Route prospects and clients to the right agents through IVR Integration.
- Do call campaigns & voice broadcast for Payment reminders.
- Manage and track your tele-calling team.
Client Portal & Payment Integration
- Offer clients a user-friendly customer portal for requests and claims.
- Integration with Transaction Platforms Like Techexcel to collect payments.
Agent Recruitment & Management
- Especially suitable for Larger MFDs and Brokers.
- Integrate with Website to bring Candidate data into CRM.
- Analyze agent's performance through CRM reports.
Cater to High Net Worth Individuals
- Schedule visits based on AUM or Client Categorisation.
- Tailor your services based on AUM and client profiles, & ensure a customized approach for HNIs.
- Manage recurring activities, schedules, and appointments with ease.
How our Software can be useful for Mutual Fund Distributors?
Sangam CRM possesses the capability to manage a diverse array of Foster Client Relationships, Effortless Integration with Telephony, Cater to High Net Worth Individuals.
Tailored KYC Module
- Easily record comprehensive family profiles and investment portfolios.
- Gain a complete overview of your Assets Under Management.
Provide Exceptional Service
- Respond promptly to investor queries & ensure customer satisfaction.
- Efficiently manage PAN updates, address changes, and banking transactions, all within the CRM.
Foster Client Relationships
- Stay connected with your clients through automated birthday and anniversary reminders.
- Send/Get Premium reminders to your clients, maintain healthy cash flows by collecting premiums on time.
Effortless Integration with Telephony
- Route prospects and clients to the right agents through IVR Integration.
- Do call campaigns & voice broadcast for Payment reminders.
- Manage and track your tele-calling team.
Client Portal & Payment Integration
- Offer clients a user-friendly customer portal for requests and claims.
- Integration with Transaction Platforms Like Techexcel to collect payments.
Agent Recruitment & Management
- Especially suitable for Larger MFDs and Brokers.
- Integrate with Website to bring Candidate data into CRM.
- Analyze agent's performance through CRM reports.
Cater to High Net Worth Individuals
- Schedule visits based on AUM or Client Categorisation.
- Tailor your services based on AUM and client profiles, & ensure a customized approach for HNIs.
- Manage recurring activities, schedules, and appointments with ease.
Why Choose Sangam CRM?
Web & Mobile App Accessibility
Efficiently manage everything from web and mobile platforms. Gain insights from our user-friendly dashboards.
CRM with APIs and Integrations
Integrate Sangam CRM with your favouite Apps through its rich API.
Advance Security & Restrictions
Boost data security with user-specific restrictions and an extra layer through email or phone masking.
OPR Dashboard and Reporting
Track activities easily, In Progress, Completed, or Missed and gain insights with comprehensive reporting.
Adaptable, Scalable, Customizable
Scale your cloud platform to meet requirements, configuring CRM effortlessly with our Low-code Admin Panel
Customizable Workflows & SOPs
Customize your user experience by displaying only relevant fields and automate process through workflows.
Implementation & Handholding
Every CRM has almost similar features. What Makes Sangam & Enjay unique, is our Implementation process & our Handholding.
CRM Training & Audits
We Conduct Onboarding Trainings & Free Audits for our clients, which helps improve the CRM Usage and CRM Adoption for their users.
Lifetime Course Access
Our Sangam CRM Certification courses are super useful & helpful for users to learn & adopt easily with Sangam CRM.
Why Choose Sangam CRM?
What makes Sangam CRM the best CRM for Mutual Fund Distributors
Web & Mobile App Accessibility
Efficiently manage everything from web and mobile platforms. Gain insights from our user-friendly dashboards.
CRM with APIs and Integrations
Integrate Sangam CRM with your favouite Apps through its rich API.
Advance Security & Restrictions
Boost data security with user-specific restrictions and an extra layer through email or phone masking.
OPR Dashboard and Reporting
Track activities easily, In Progress, Completed, or Missed and gain insights with comprehensive reporting.
Adaptable, Scalable, Customizable
Scale your cloud platform to meet requirements, configuring CRM effortlessly with our Low-code Admin Panel
Customizable Workflows & SOPs
Customize your user experience by displaying only relevant fields and automate process through workflows.
Implementation & Handholding
Every CRM has almost similar features. What Makes Sangam & Enjay unique, is our Implementation process & our Handholding.
CRM Training & Audits
We Conduct Onboarding Trainings & Free Audits for our clients, which helps improve the CRM Usage and CRM Adoption for their users.
Access to Courses
