What your team said on the call is what you will be held to.
Not what went into the CRM afterwards. Saaransh listens to every client conversation your team has, writes it onto the record, and flags anything that should not have been said — the same day, while you can still fix it.
From Enjay — the team behind Sangam CRM and Sanchay CRM. Since 1999.
The advisory blind spot
Five things happen on client calls that never reach the file.
Your relationship managers have twenty conversations a day. You sit in on none of them. What lands in the CRM is a line or two, typed from memory, hours later.
- 1
Returns promised out loud
“You will easily get twelve to fourteen per cent.” Said to reassure a nervous client, never written down, and impossible to defend two years later.
- 2
Risk explained badly, or not at all
Whether the client actually understood what they were buying, or just heard that it was better than an FD.
- 3
The client who is quietly leaving
Not the one who complains. The one who sounds tired on the third call about the same underperforming fund, and then redeems.
- 4
Commitments nobody followed up
“I will send you the comparison by Friday.” The client remembers. Your CRM does not.
- 5
Which RM needs help, and on what
Named, with the exact moment from the call attached. So the coaching conversation takes five minutes.
Your rules, on every call
Write down what your team must never say. Saaransh watches for it.
You set the rules once, in plain language. Every call is checked against them, and anything that crosses the line reaches you the same day on WhatsApp or email — not in a quarterly audit.
The rules most advisory firms set first
No returns promised.
Any specific number quoted as a guarantee gets flagged.
Risk must be explained.
A product recommended without the risk being covered is a flag.
No comparison to fixed deposits.
Or whatever phrasing your compliance head has banned.
Suitability before product.
Goal and horizon discussed before a scheme is named.
Your own additions.
Anything your team should not be committing to on their own.
Every flag comes with the moment from the call it came from. So the conversation with your RM starts from evidence, not from an accusation.
What you see
Every call comes back as one of four.
You do not read twenty summaries a day. You read the ones that need you, which on a hundred calls is usually about five.
Critical
A return promised, risk skipped, or a rule of yours crossed. This one reaches you immediately.
Warning
Not a breach, but heading the wrong way. A client sounding unhappy, or a product pitched thinly.
Good
Done properly. Goal understood first, risk explained, suitability established before the product.
Clean
A normal call. A statement request, a folio question. Most calls are these.
How it works
The client record writes itself, in the RM's own words.
The call ends, and within a minute the summary is on the right client record. Nobody types it, so nobody skips it on a busy day.
- What the client asked, what was recommended, and why
- Every commitment made, turned into a task with a date
- A WhatsApp message and email summary, ready to send
- Saved against the client, so the next review starts where the last call ended
You meet a client after six months. Open the record and the last four conversations are there, in order.
Nobody has to remember anything.
Where the money is
A redemption is not a lost sale. It is a lost income stream.
Lose a client with fifty lakh under advice and you do not lose one commission. You lose the trail, every year, for as long as they would have stayed. Saaransh is built to catch that before it happens.
The third call about the same fund
A client asking the same question again is the clearest warning you get. Saaransh counts it and tells you, instead of leaving it in a call log nobody reads.
The mood across the relationship
Patient in January, short in March, silent in June. You see the direction, not one snapshot from the last conversation.
What actually triggers redemptions
Across every client, every month. Sometimes it is markets. Often it is something your team keeps saying, or failing to say.
₹50 lakh at a one per cent trail is ₹50,000 a year, for as long as they stay. Saaransh costs ₹36,000 a year for one person. Keep one client you would have lost and it has paid for itself.
Will my team use it?
Your relationship managers will not fight this one.
No scores. No rankings. No leaderboards. It takes work off their plate instead of adding to it, which is the only reason any tool survives its first month.
- 01
The file updates itself
Every client call recorded against the right folio, without anyone entering it.
- 02
The follow-up is already written
They read it, change what they want, and send.
- 03
Nothing to remember
Every commitment becomes a task with a date. No more “I forgot to send the comparison.”
- 04
Backup when a client disputes it
What was actually said is on record. Your RM is not left defending their memory to an angry client.
- 05
Credit for the difficult calls
The RM who talked a client out of a panic redemption gets seen for it.
- 06
Personal calls stay personal
On their own phone they choose what gets logged, SIM by SIM. One setting only logs calls with people already in the CRM.
Built on Sanchay CRM
The CRM is ours too, so there is nothing to connect.
Sanchay CRM was built for financial advisors and MFDs. Saaransh sits on top of it, which is why summaries land on the correct client record without an integration project.
Sanchay CRM
Live today. Summaries, tasks and flags save straight onto the client record.
Sangam CRM family
Sangam, Samvad Telecaller and Sarathi Tracking are all supported today.
Office lines
Through Enjay Synapse — any GSM, PRI, SIP or PSTN line.
Other CRMs
Zoho, Salesforce, Odoo and vTiger are coming. Integration partners welcome.
Your data
Built to be trusted with client conversations.
You handle other people's money and other people's personal data. It is a fair thing to ask, and you should ask it of every AI company you talk to.
We never take your recordings
The recording stays on the phone. Saaransh reads it, writes the summary, and only the summary goes to your CRM. You delete the recordings whenever you want.
You own it, we process it
Under India's DPDP Act your firm owns the data (data fiduciary) and Saaransh only works on it for you (data processor). We sign an agreement that says exactly that.
No scoreboard, ever
Coaching insight with the evidence attached — not surveillance of your people. That is a product decision, not a setting.
The reports
Four reports that change how you run the month.
Not a dashboard you have to open. Each one arrives on your email and WhatsApp as a PDF, at a time you set.
Instant Serious-Mistake Alert
A rule crossed on a live call reaches you before the client acts on it.
Daily Critical Flags
The clients and calls you can still put right today.
Individual Member Report
A precise, personal plan per RM — coaching time goes exactly where it is needed.
Objection & Concern Analysis
What clients keep raising, and which RMs handle it well.
Email and WhatsApp. Not a dashboard you have to remember to open.
At a time you set — before your morning huddle, or at the end of the day.
A proper PDF you can read on the phone, forward, or take into a review.
You choose who gets which report. The principal, the team head, or the RM themselves.
First, see whether this is beneficial to you or not.
Saaransh Analyzer learns your firm in 15 minutes, then runs on your own client calls while you watch — before you pay anything.
Questions
MFDs and RIAs ask us this
The things people actually ask before they buy. If yours is not here, ask us on the demo call.