Sangam CRM

Step-by-Step Guide to Manage Wealth Management Business Using Free Sangam CRM

Introduction of Step-by-Step Guide to Manage Wealth Management Business Using Free Sangam CRM

Managing a wealth management business can be challenging, especially when it comes to keeping track of clients, their assets, and their goals. Fortunately, It’s a free customer relationship management tool that can help you manage your business more efficiently. In this article, we’ll provide you with a step-by-step guide on how to use Sangam CRM to improve your business processes and streamline your workflow.

Sign Up for Sangam CRM

The first step is to sign up for Sangam CRM. Simply visit their website and create an account. It is completely free, so you won’t have to pay any fees to use it.

Set Up Your Account

Once you’ve signed up, you’ll need to set up your account. This involves adding your business information, such as your company name, logo, and contact details. You’ll also need to add your team members and assign roles and permissions.

Add Your Clients

The next step is to add your clients to CRM. You can do this manually by entering their details one by one, or you can import a spreadsheet if you have a lot of clients. Once you’ve added your clients, you can organize them into groups or segments based on their needs or interests.

Track Your Clients' Information

This CRM allows you to track your client’s information in one centralized location. You can add notes, documents, and other important information to each client’s profile. You can also set up reminders and alerts to follow up with clients at specific intervals.

Automate Your Business Processes

This CRM has a variety of features that allow you to automate many of your business processes. For example, you can set up automated emails to send to clients on their birthdays or other special occasions. You can also set up workflows to automatically assign tasks to team members or send notifications when certain events occur.

Analyze Your Data

This CRM provides you with detailed analytics and reports that allow you to analyze your data and make informed decisions about your business. You can track your clients’ behavior, assets, and goals to identify trends and opportunities for growth.


In conclusion, Sangam CRM is a powerful tool that can help you manage your wealth management business more efficiently. By following this step-by-step guide, you can streamline your workflow, improve your business processes, and provide better service to your clients. Sign up for Sangam CRM today and start managing your business like a pro!

As a CRM consultant, I understand the challenges that come with managing a wealth management business. That’s why I’m here to help you get the most out of Sangam CRM. If you’re not sure where to start, or if you need help setting up Sangam CRM for your business, feel free to contact me. I can provide you with guidance on best practices, help you customize your workflows, and provide you with training to ensure that you and your team are making the most of this powerful tool. Don’t hesitate to reach out – I’m here to help you succeed!

Phone: +91 7600017505

Email: [email protected]

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