Unified CRM Solution for Complete Business Control
Manage users, permissions, leads, loans, salaries, documents, and reports—all in one powerful system.
Analytical Dashboard — Insights That Drive Decisions
Get a real-time 360° view of your business performance with our intelligent analytical dashboard. Track leads, revenue, team performance, conversion trends, and activity logs—all in one place. Make data-driven decisions faster with clean graphs, actionable insights, and instant performance metrics designed for DSA, Finance, NBFC, Marketing, Energy & Real Estate teams
Manage Access — Total Control, Zero Hassle
Define who sees what. With powerful role-based access controls, you can assign permissions to teams, departments, or individuals. Secure sensitive data, streamline team workflows, and create a structured system where admins, sales executives, telecallers, and managers have the exact access they need—nothing more, nothing less.
Lead Management — Capture, Track & Convert Faster
Centralize all your leads in one smart system. From lead capture to assignment, follow-ups, nurturing, and closure—manage the entire journey seamlessly. Auto-assign leads, set priorities, track interactions, and boost conversions with a workflow built for speed, accuracy, and transparency.
Powerful Agent App for Seamless Customer Handling
Agents can record leads, submit documents, track follow-ups, and update progress instantly on the go.
Flexible Commission Structure
Earn up to 1% on business below ₹50L and up to 2% above ₹50L. Transparent commission slabs ensure fair and motivating earnings.
End-to-End Customer Handling
Agents can fill out loan forms or upload documents on behalf of customers. Makes onboarding smooth even for clients unfamiliar with digital processes.Real-Time Loan Status Tracking
Track every loan stage—login, verification, sanction, disbursement—right from the dashboard. Agents stay updated and can inform customers instantly.
On-Field Employee App for Real-Time Work Management
Enable field staff to capture leads, update progress, track visits, and upload documents instantly from anywhere.
Powerful Field Activity & Visit Tracking
Employees can upload visiting cards, capture location automatically, and log daily tasks. The system ensures 15 mandatory lead entries and manager-controlled logout—boosting productivity across the field team.
Seamless Document & Visit Verification
Employees can upload documents, visiting cards, or shop photos with auto date–time–location stamping. Ensures authenticity and accurate field verification for every visit.
Smart Attendance & Compliance System
Ensure discipline with automated daily attendance, late rules, weekly-offs, and mandatory policy acknowledgements. The app tracks every login with precision to maintain transparency and accountability.
Customer app for DSA & Service Management
Let customers track status, upload documents, view bank details, and access updates—all in one simple app.
Smart Loan Application Wizard
Users can choose from MSME, Home Loan, or Business Loan options with admin-defined sub-variants. The app guides them step-by-step to upload required documents effortlessly.
Auto-CIBIL Check & Bank Eligibility Display
CIBIL is fetched silently in the background for faster processing. Customers instantly see eligible banks with logos, interest rates, and terms defined by admin.
Convenient Document Pickup Scheduling
Customers can select a preferred date and time for document collection right from the app. It also shows the exact documents they need to keep ready, avoiding delays.
Real-Time Loan Tracking & Status Updates
Track the entire loan process—from bank login to verification, PD, sanction, and disbursement. A success message celebrates loan approval, enhancing user trust.
Get started in your category with plans at only ₹59,999/year.
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