SandeshChat for Financial Advisors
Turn WhatsApp from a personal messaging app into a professional, automated, compliant business communication platform. Integrated with Sanchay CRM.
Stop losing WhatsApp messages. Start automating them.
Clients message you on WhatsApp. Leads inquire on WhatsApp. Reminders go out on WhatsApp. But without the right system, it becomes chaos—lost messages, no audit trail, no compliance record.
SandeshChat gives you:
- Professional, shared inbox for your entire team
- Automatic task creation in Sanchay CRM
- Compliant message logging with full audit trail
- Broadcast automation for SIP reminders, reviews, and campaigns
- Smart chatbots and auto-replies
- Performance metrics on communication effectiveness
Why Advisors Switch from Personal WhatsApp to SandeshChat
- 100% Message audit trail with timestamps
- 5–10 hrs/week Saved per team member through automation
- 0 Missed leads with automatic task creation
- 1 platform for all WhatsApp + CRM needs
What SandeshChat Does for You
Everything you need to run WhatsApp as a business communication channel, not a personal messaging app.
📋Unified Team Inbox
All client messages in one professional inbox visible to your whole team. No scattered personal chats. See all WhatsApp messages on the client record sent by you or your team.
🤖Smart Chatbots & Auto-Replies
Instant responses for common questions. Auto create tasks in Sanchay CRM and create tasks from clients 24/7 on WhatsApp without lifting a finger.
📢Broadcast Campaigns
Send templated messages to 50 or 5,000 clients. SIP reminders, review confirmations, market updates.
📦Product Catalogs
Share your MF schemes, insurance products, FDs directly in WhatsApp. Clients browse without leaving the app.
🔗CRM Integration
WhatsApp messages become Sanchay CRM tasks automatically. Leads, incidents, follow-ups—all tracked.
📊Performance Metrics
Track response times, message volume, campaign reach, and engagement. Measure what matters.
Real-World Workflows for Advisors
Here is how SandeshChat works in your daily practice.
SIP Reminder Automation
Sanchay CRM identifies clients whose SIPs are due. SandeshChat sends personalized reminders. Clients confirm payment on WhatsApp. Response automatically updates your CRM task. Zero manual work.
Review Meeting Scheduling
Clients receive a WhatsApp: “Your review is on [Date] at [Time]. Confirm here.” They click “Confirmed” or “Reschedule.” Your CRM calendar for portfolio reviews updates in real-time. No confusion. No follow-up emails.
Lead Nurturing at Scale
New lead inquires on WhatsApp. SandeshChat creates a task in Sanchay CRM. Auto-reply goes out instantly. RM gets notified. Follow-ups are automated. Leads move from inquiry to investment faster.
Compliance-Ready Communication
Every message is logged with a timestamp. Advice given on WhatsApp is recorded in CRM as an “incident.” If a regulator asks “Did you advise them on this?” you have proof. No liability. Full transparency.
Team Collaboration
Multiple team members can work on one WhatsApp conversation without sharing personal accounts. Assign messages, add notes, track progress. Everyone sees what is happening.
Year-End Campaigns
Plan a tax planning or portfolio review campaign. Send to all clients or specific segments via WhatsApp. Track open rates and responses. Measure campaign effectiveness in real-time.
Simple, Transparent Pricing
No hidden fees. You pay exactly what Meta charges, plus our platform fee.
Why SandeshChat + Sanchay CRM, Not Just WhatsApp?
Many tools claim to integrate with WhatsApp. SandeshChat is different because it is built by the same team as Sanchay CRM.
🔗Purpose-Built Integration
SandeshChat and Sanchay CRM are designed to work together seamlessly. WhatsApp messages automatically become CRM tasks, incidents, and leads.
🎯Built for Indian Advisors
Features are designed around how MFDs, RIAs, and wealth managers actually work: SIP reminders, reviews, referral tracking, IAP campaigns.
✅Compliant from Day One
Uses Meta’s official WhatsApp Business API. You are not circumventing rules; you are working within them. Audit-ready from the start.
🤝Supported by The CRM People
Not just a tool vendor. The CRM People (who implement Sanchay CRM) supports SandeshChat customers with training, workflow design, and ongoing refinement.
💰No Hidden Margins
Transparent pricing. We do not mark up Meta’s official rates. You know exactly what you are paying and why.
📈Scales with Your Practice
Works the same whether you manage ₹100 Cr or ₹1,000 Cr in AUM. Add team members, increase clients—the system scales effortlessly.
Ready to Automate WhatsApp for Your Advisory Practice?
See how SandeshChat integrated with Sanchay CRM can save your team 5–10 hours per week, improve client response times, and ensure compliance.
