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. 
Best CRM for Mutual Fund Distributors and Advisors

Best CRM for Mutual Fund Distributors, Stock Brokers, Insurance/ Investment consultants

Best CRM for Mutual Fund Distributors and Advisors
Efficiently Manage AUM, Foster Client Relationships, and Drive Growth in Financial Services. Leads, Campaigns, and Customer complaints, all in one place. 

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

Provide Exceptional Service

Foster Client Relationships

Effortless Integration with Telephony

Client Portal & Payment Integration

Agent Recruitment & Management

Cater to High Net Worth Individuals

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

Provide Exceptional Service

Foster Client Relationships

Effortless Integration with Telephony

Client Portal & Payment Integration

Agent Recruitment & Management

Cater to High Net Worth Individuals

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
Our Sangam CRM Certification courses are super useful & helpful for users to learn & adopt easily with Sangam CRM.  

Testimonials by Mutual Fund Distributors and Stock Brokers.

Testimonials by Mutual Fund Distributors and Stock Brokers.

Mr. S.P. Toshniwal

Play Video
Watch this video to learn, how Enjay’s Sangam CRM has contributed to the success story of Prostocks. He briefly shared, that in the stock broking business, customers are very impulsive and they can’t afford a second of delay. So they needed something very responsive. 

Mr. Ashish Pratihar

Play Video
Watch the inspiring success story of NJ India Investment, one of India’s largest mutual fund distributor organizations which delve into their incredible journey of transformation, from offline operations to a thriving digital presence.
Play Video

Mr. S.P. Toshniwal

Watch this video to learn, how Enjay’s Sangam CRM has contributed to the success story of Prostocks. He briefly shared, that in the stock broking business, customers are very impulsive and they can’t afford a second of delay. So they needed something very responsive. 
Play Video

Mr. Ashish Pratihar

Watch the inspiring success story of NJ India Investment, one of India’s largest mutual fund distributor organizations which delve into their incredible journey of transformation, from offline operations to a thriving digital presence.
Play Video

Miss Maeuri Mehra​

Watch this video to learn, how Enjay’s Sangam CRM has contributed to the success story of Prostocks. He briefly shared, that in the stock broking business, customers are very impulsive and they can’t afford a second of delay. So they needed something very responsive. 
Play Video

Mr. Sanjay Varma​

Discover the transformation in operations at Haardik Nayak Financial Products Distribution Pvt. Ltd. organization through Enjay’s Sangam CRM. Before 2015, manual data management was a challenge.

Support Integrations.

Integrate Sangam CRM with your Favourite Apps

Drive Growth in Financial Services

For Mutual Fund Distributors, Financial Advisors, Stock Brokers, and Insurance Agents.