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Every lead, follow-up and loan file on one pipeline

CRM pulls in leads from your website, WhatsApp, Excel and DSA partners.

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Built for teams that sell on the phone and in the field

Your pipeline stages

Stages per product, with required fields and documents.

Auto-assignment

By pincode, branch or product. Duplicates caught on mobile number.

  • Leads from everywhereWebsite, WhatsApp, Excel, DSA portals and walk-ins.
  • Follow-up remindersA daily list for every salesperson.
  • Field-sales appVisits, location check-in and photos, built for patchy networks.
  • Role-based dashboardsSalesperson, branch and leadership views.
  • Lending stagesLead → login → sanction → disbursal, with TAT at each stage.

Live in four steps, set up around your team

  1. 01

    Map your process

    Stages, products, branches and roles.

  2. 02

    Connect your sources

    Forms, WhatsApp and your old Excel sheets.

  3. 03

    Train the team

    Short sessions for each role.

  4. 04

    Go live

    Then adjust rules as you learn.

Push leads in, read the pipeline back

  • Stage webhooks
  • Excel import and export
  • Dashboards
POST/v1/crm/leadsSample data
POST /v1/crm/leads
Authorization: Bearer <your-api-key>
Content-Type: application/json

{
  "name": "Amit Kulkarni",
  "mobile": "98XXXXXX21",
  "product": "business_loan",
  "amount": 800000,
  "pincode": "411038",
  "source": "dsa_portal",
  "partner_code": "DSA-0192"
}
200 OKapplication/json
{
  "lead_id": "LD-2026-10457",
  "stage": "new",
  "duplicate": false,
  "assigned_to": {
    "name": "Neha P",
    "branch": "Kothrud",
    "rule": "pincode"
  },
  "follow_up_at": "2026-10-31T16:30:00+05:30"
}

Your data, under your control

  • Encrypted in transit and at rest
  • Role-based access
  • Audit logs
  • Retention you control

Specific to CRM

  • Mobile numbers can be masked for roles that do not need to see them.
  • Bulk export can be restricted to managers and logged.

Works well with

Questions about CRM

Can it match our exact sales process?

Yes. Stages, fields, rules and roles are set up for you, and our engineers build anything custom.

Can we import our existing leads?

Yes, from Excel or CSV, with duplicates flagged by mobile number.

Is it only for lenders?

No. It works for any sales team. Lenders also get login, sanction and disbursal stages.

Can it connect to our LOS or accounting system?

Yes, through the API and webhooks. We can build the connector for you.

See your pipeline in our CRM.

Request a demo