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Sangam CRM: Your Ultimate Wealth Management Solution

Efficiently Manage AUM, Foster Client Relationships, and Drive Growth in Financial Services.

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Trusted by Leading IT Innovators

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Proud to Serve Mumbai's Leading Brands

Preferred by Leading Wealth Management Agencies

How CRM can Help Financial Institution?

Tailored KYC Module

Easily record comprehensive family profiles and investment portfolios. 

Gain a complete overview of your Assets Under Management.

How CRM can Help Financial Institution?

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.

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.

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.

Effortless Integration with Telephony

Route prospects and clients to the right agents through IVR Integration.

Do call campaigns & voice broadcast for Payment reminders.

Client Portal & Payment Integration

Offer clients a user-friendly customer portal for requests and claims. 

Integration with Transaction Platforms Like Techexcel to collect payments.

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

Integrate with Website to bring Candidate data into CRM. 

Analyze agent's performance through CRM reports.

Agent Recruitment & Management

Integrate with Website to bring Candidate data into CRM. 

Analyze agent's performance through CRM reports.

Cater to High Net Worth Individuals

Tailor your services based on AUM and client profiles, & ensure a customized approach for HNIs.

Manage recurring activities, schedules, and appointments with ease.

Cater to High Net Worth Individuals

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?

Sangam CRM is Tailored for Financial Service Institutions, Stock Brokers, Mutual Fund Dealers, Distribution Experts, and Insurance Agents

Web and Mobile App Accessibility

Schedule, plan, and log meetings from the web and mobile.

Create & Send quotations on the go from Mobile CRM

Get actionable insights from Web & Mobile App dashboard

Expand CRM with APIs and Integrations

Bring Leads from email & Website to CRM.

Connect seamlessly with WhatsApp, Email, and SMS.

Integration with Transaction Platforms Like Techexcel 

Integrate CRM with Call Center Solutions

Get Real-time dashboard reporting. 

Dialer & IVR solutions. 

Click-to-call and call popup.

Adaptable, Scalable, and Customizable

Design for Hybrid workspace.

Easily Configure every aspects of CRM through Our Low-code no code Admin Panel.

Extend our CRM capabilities through API integration

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Seamless Integration with Sangam CRM

Integrate Sangam CRM with your Favourite Apps  

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Customer Success Story

S.P. Toshniwal

Customer Speak - S.P. Toshniwal, Prostocks

Ashish Pratihar

Customer Speak - Ashish Pratihar, NJ India Investment

Maeuri Mehra

Customer Speak - Maeuri Mehra, Jainam Broking Ltd.

Sanjay Varma

Customer Speak - Sanjay Varma, Haardik Nayak Financial Products Distribution Pvt. ltd

Seamless Integration with Sangam CRM

Integrate Sangam CRM with your Favourite Apps  

Ready to take action?

Drive Growth in Financial Services.

Efficiently Manage AUM, Foster Client Relationships, and Drive Growth in Financial Services.

Book Demo

“We were excel files and sharing notes earlier. Moving to Sales Close helped our sales process become more efficient.”

Jofra Archer

ASB Dealers

“It’s simplicity simply blows away the competition. Onboarding new sales team members is a breeze”

Maria D Souza

Auto Fasteners Ltd

“The smart lead scoring and predictive calling feature has helped us increase our conversions by 200%”

Mike Danton

Kirk Pipes Ltd