Sangam CRM is a comprehensive customer relationship management solution designed to streamline sales, marketing, and customer service processes. It helps businesses manage leads, track interactions, and improve client retention through centralized data management. With automated follow-ups, detailed analytics, and customizable dashboards, Sangam CRM ensures no lead is left unattended. It enhances team accountability by providing real-time insights into performance, enabling sales team review from mobile, helping businesses convert more leads into loyal customers. Ideal for organizations looking to scale operations, Sangam CRM simplifies communication, boosts productivity, and enables data-driven decision-making on everything from leads, opportunities, service requests, projects, ensuring consistent business growth through better relationship management and process optimization. Additionally it offers tools like crm on mobile, attendance from mobile, basic expense management, and geo-location tracking for meetings.

Sanchay CRM is a specialized financial management system tailored for mutual fund distributors, focusing on streamlining operations and enhancing profitability, client portfolio reviews and sales team reviews. It simplifies client management by tracking investments Integrated with Investwell / Redvision. With automated reminders for follow-ups and compliance, Sanchay CRM ensures distributors never miss critical deadlines. Its detailed reporting tools help monitor business performance, identify growth opportunities, and maintain transparency. By automating routine tasks and centralizing financial data, it improves efficiency and accountability. Whether it’s managing investor portfolios or tracking distributor earnings, Sanchay CRM empowers financial professionals to optimize operations and achieve consistent business growth.

Synapse is an all-in-one telephony solution offering unified communications and seamless CRM integration with systems like Sangam CRM. It features browser-based management, comprehensive dashboards, and real-time call details. Advanced capabilities include voice recording, call summaries, missed call reports, call blocking, conferences, IVR, predictive dialing, and VoIP trunk support. Synapse supports softphones, web click-to-call, and voice broadcasts for flexible communication. It provides advanced call reporting, detailed logs, drill-down reports, and scheduled reports. Integrated with EPABX and CRMs, it offers instant call pop-ups and record access. Ideal for centralized call centers, Synapse improves customer service, retention control, and sales systems.

Sarathi Application is an intuitive task management and tracking tool designed to improve workforce productivity and operational efficiency for organizations with field service teams. It enables businesses to assign, monitor, and manage tasks in real time, ensuring transparency and accountability. With features like GPS tracking, automated alerts, and detailed reporting, Sarathi helps track employee performance, route planning, manage field operations, and optimize resource utilization. Its user-friendly interface allows managers to streamline communication, reduce delays, and ensure timely task completion. Whether it’s field service management or internal operations, Sarathi Application provides actionable insights to improve decision-making, enhance efficiency, and ensure business continuity through organized task management.

Experience the future of Tally with Sugam Tally Cloud — access Tally anytime via your web browser, with 24×7 accessibility, robust security, and transparent pricing. Hosted at a Tier IV data center with 99.995% uptime, it ensures uninterrupted access. Features include seamless backup, export, printing, advanced window management, and multi-level security. Fully legal and compliant, it supports both Silver and Gold Tally licenses. With a refund policy and trusted by leading brands, it offers flexibility and reliability. Explore success stories and manage Tally like your local environment.

CRM SUITE for AMCs, WEALTH MANAGEMENT COMPANIES

The Sangam Suite is a purpose-built CRM ecosystem tailored for AMCs and large wealth management firms managing distributed operations across internal teams, partner networks, and investor touchpoints.
It streamlines onboarding, compliance, service desks, and campaign management across departments, ensuring every task is tracked, every SLA is met, and no lead falls through the cracks.
Sangam CRM powers internal workflows, while Synapse manages centralized telephony with call logging, classification, and ticketing for investor queries and partner engagement at scale.
Sanchay CRM gives advisors a mobile-first platform to manage investor follow-ups, portfolio reviews, SIP tracking, and personalized communication from anywhere.
Sandesh integrates WhatsApp automation for drip campaigns, chatbots, and CRM-triggered updates, ensuring timely communication and better investor experience.
With real-time dashboards, audit trails, and API-ready integrations, the Sangam Suite helps AMCs move from fragmented systems to one synchronized, scalable platform that supports sustainable growth and operational excellence.

Whether managing 100 or 1,000 partners, the Sangam Suite empowers AMCs to scale with speed, structure, and complete operational control.

SandeshChat is a powerful WhatsApp-based communication platform designed to streamline business conversations, automate workflows, and drive real-time customer engagement. With features like 24×7 chatbots, shared team inbox, personalized broadcasts, and smart lead routing, Sandesh Chat helps businesses respond faster, reduce manual follow-ups, and boost ROI. Whether you’re in sales, support, or operations, Sandesh Chat ensures your team never misses a conversation. Combine it with your CRM to gain complete visibility into leads, service tasks, and team performance—all through the app your customers prefer. Trusted by modern businesses for its simplicity, speed, and measurable impact.