Why Advisors Move from Other CRMs to Sanchay CRM: Solving the Two Critical Challenges

Challenge #1: The Pre-Purchase Fear — Variant Confusion and Hidden Costs

Before purchasing a CRM, MFDs and wealth management companies face a critical question: 

What am I actually buying? 

Large vendors create multiple product variants and tiers, leading to a fundamental breakdown in trust and transparency.

When you attend a demo with a major CRM vendor, you see a polished, fully-featured system. It looks perfect. But what arrives after you sign the contract is often a stripped-down version of what you saw. Once your data—months or years of client relationships, portfolio details, compliance records—is locked into their system, you discover the functionality you need requires expensive premium add-ons. By then, the switching cost is astronomical.

This creates what our clients call “The Extortion Fear.” They’re terrified that the vendor will gradually nickle-and-dime them: one feature costs extra, then another integration becomes a premium upgrade, and another. There’s no clear pricing matrix. It’s never transparent which capabilities come with which plan. And once you’re dependent on the system, you’re at their mercy.

Additionally, responsibility becomes murky. The partner selling you the product is often different from the partner responsible for supporting it. There’s no accountability. You don’t know if your data partner has their own ARN or if they’ll have continuous access. You’re trapped in a vendor ecosystem where ownership and responsibility are deliberately obscured.

Our Solution: Complete Transparency and No Surprises

Sanchay CRM was built with a radically different philosophy. We offer one product with comprehensive features included from day one. No variants. No hidden tiers. No surprise premium add-ons down the road.

When you buy Sanchay, you get everything: segmentation, task automation, compliance tracking, integrations with Investwell and other platforms, workflow management, SIP reminders, portfolio reviews, client engagement tools, and advanced reporting. The same features that every other client uses. This eliminates the fear entirely.

Our pricing is fixed and transparent. You know exactly what you’re paying for. There are no hidden costs waiting to ambush you after implementation. If you grow to 500 clients and need more user licenses, the cost scales proportionally, but the feature set stays the same. You’re not being upsold or downgraded based on your tier.

We’ve also eliminated the accountability gap. The Enjay IT Solutions team directly implements and supports Sanchay. We’re not a faceless vendor shuffling you between partners. The same team that deploys your system is accountable for its success. We have our own ARN. Your data access is clear. You know exactly who you’re working with, and that person is responsible for your outcomes.

Challenge #2: The Post-Purchase Nightmare: Implementation Chaos and Broken Promises

The moment you sign, everything changes. The vendor’s interest in your success plummets.

You discover that what was promised during the sales phase bears little resemblance to what’s actually implemented. There’s a constant fight over scope. Features the vendor claimed would be included are suddenly defined as “out of scope.” Compliance requirements you mentioned? Now they’re “nice-to-have recommendations,” not part of the core implementation.

The responsibility flips entirely to you. The vendor hides behind legal language: “You accepted our forward-looking statements during the proposal phase. Those aren’t binding.” You needed proactive consultation on how to structure your workflows, optimize your team assignments, or leverage automation. Instead, you get reactive support that arrives days or weeks late, if at all. The partner doesn’t care whether the product actually solves your problem.

If you need genuine managed support or consultancy services, that’s another budget item entirely. Initial assessments are off or incomplete, so you end up paying again for another consultant to fix what the first one missed. And if implementation goes catastrophically wrong? You have no recourse. You can’t complain to headquarters. They’ll simply hand you off to another partner, hoping that solves it. Meanwhile, your platform keeps changing in unexplained ways. You log in one day and workflows are different. You don’t know why or who authorized it.

And if you want out? There’s no refund policy, or the one that exists is so complicated and filled with loopholes that it’s effectively impossible to exercise.

This is the post-purchase trap that our 28 migrating clients experienced. They were stuck.

Our Solution: Partnership, Not Transaction

Sanchay CRM operates on a fundamentally different model. We don’t sell and disappear. We implement and stay.

Clarity from Day One: During implementation, we work with you to define exactly what success looks like for your business. We document everything. What functionality is in scope? What’s your workflow for client reviews? How do you segment clients? What tasks need automation? This isn’t a guess, it’s a written, agreed-upon implementation plan. When we’re done, you have a system that matches the promise.

Proactive Consultancy Included: We don’t just deploy features. We help you think through how to use them. How should your team structure client review meetings for compliance? Which clients should get SIP reminders, and how often? How do you track incidental advice? These aren’t questions you should answer alone, we’ve done this for over 100 advisors. We bring that pattern recognition and best practice thinking into your implementation.

Continuous Support That Matters: After launch, you get real support. Not a ticket queue that takes three days to respond. You get a team that understands your business and proactively helps you optimize the system. If a workflow isn’t working, we adjust it. If you want to add new segmentation or reporting, we help you think it through and implement it.

Clear Governance and Change Management: Any changes to your system are communicated. You approve significant changes. You’re not surprised by platform modifications you didn’t authorize. This is your system, configured for your business, and it stays that way unless you decide to change it.

Fair Exit Policy: Unlike the industry standard, Sanchay has a straightforward, fair refund policy. We’re confident in the value we deliver, but if it’s genuinely not the right fit, you’re not locked in forever. This confidence—that we don’t need to trap you—is what actually keeps clients loyal.

Why 28 Advisors Made the Switch from Zoho and other CRMs like Leadsquared, Hubspot, Salesforce and Kylas

These weren’t price-conscious budget shoppers. These were sophisticated MFDs and wealth managers who had invested in enterprise CRMs from market leaders. They switched because they realized something fundamental:

The “big vendor model” is built on extracting maximum value from lock-in. You’re not a partner; you’re a revenue stream. Transparency doesn’t maximize that revenue, so it doesn’t happen. Accountability doesn’t help them, so it doesn’t exist. Support scales poorly, so it gets minimal. Implementation is a cost center, not a profit center, so it’s underfunded.

Sanchay is built on the opposite premise: Our success depends on your success. If you grow your AUM, if you retain more clients, if your team works more efficiently—that’s when we’ve actually done our job. We’re not trying to maximize short-term revenue extraction. We’re trying to build a platform that genuinely works for financial advisors.

This isn’t a software problem. The big vendors have excellent software. This is an empathy problem. They don’t empathize with the fear you feel when buying a new system. They don’t empathize with the pain of broken implementations. They don’t empathize with being locked in and helpless.

We do.

That’s why advisors are switching. And that’s why we’re growing.