A CRM with your stages, from first call to disbursal
Leads, follow-ups, field visits and collections in one system, shaped to your stages and roles.
Everything a good CRM project should include
Your pipeline
Your stages, fields and rules, from enquiry to disbursal.
Leads from every source
Web forms, lead ads, IndiaMART and walk-ins in one queue.
Follow-ups that don’t slip
Auto-assignment, reminders and escalation.
WhatsApp, SMS and calls
Templates, DLT SMS and click-to-call from the lead.
Field team app
Geo-tagged check-ins and photos, built for patchy networks.
Roles and MIS
Branch and head-office views, daily MIS and an audit trail.
Where sales and loan pipelines leak
Problem: Leads live in Excel and WhatsApp groups
What we build: One queue where every lead has an owner and a next step.
Problem: Off-the-shelf CRMs don’t fit your loan stages
What we build: Login, docs, credit review, sanction and disbursal, as you run them.
Problem: You can’t tell if the field visit happened
What we build: Geo-tagged check-ins with photo and time, on a map.
Problem: Monday morning goes on building the MIS
What we build: Reports built in and sent on schedule.
A plan with dates, not a black box
- 01
Process mapping
Stages, roles and the reports leadership reads.
- 02
Prototype
Clickable screens, reviewed by the people who’ll use them.
- 03
Build in sprints
A demo at the end of every two-week sprint.
- 04
Migration and training
Old leads imported, teams trained branch by branch.
- 05
Go-live and support
Fixes and new features from the same team.
Questions
Should we customise your CRM or build from scratch?
If your flow is close to a standard pipeline, starting from our CRM is faster and cheaper. We’ll tell you which on the first call.
Can it connect to our LMS, core system or ERP?
Usually, yes: through APIs, a database sync or a scheduled file exchange.
Will our field staff be able to use it?
Yes. Big buttons, few screens, and training in English or Hindi.
Can we export our data?
Yes, everything, at any time.