⚡ Built for lending, payments, wealth & neobank teams

The Growth & Onboarding CRM for Indian Fintech

Score every signup with AI, predict who is about to drop off, and pull them back with OTP onboarding journeys and WhatsApp re-engagement — on an API-first platform your engineers can wire up in an afternoon.

✓ API-first with webhooks • ✓ AI scoring & drop-off prediction • ✓ India-hosted, DPDP-aligned

API-first

Public API + webhooks for every event

AI

Scoring & next-best-action are first-class, not bolt-ons

2.3x

More activations recovered from predicted drop-offs

Real-time

Event-driven journeys across app, web & WhatsApp

AI-native, API-first, built to move at fintech speed

Everything an Indian fintech growth team needs between signup and activation.

AI lead scoring & prioritisation

Rule-based plus ML scoring from profile and behavioural signals, with configurable decay and recency weighting, so sales and ops always work the highest-intent users first.

Drop-off prediction & recovery

Identify the leak points in your funnel and the users most likely to abandon, then trigger automated nudges to bring them back to activation.

OTP onboarding journeys

Mobile-optimised, OTP-verified, resumable multi-step forms with conditional fields and progress tracking — so KYC and onboarding completion climbs.

WhatsApp + in-app re-engagement

Behaviour-based journeys across WhatsApp Business API, email, SMS, and in-app — drip onboarding, dormant-user reactivation, and goal-completion tracking.

API + webhooks for everything

Push events in, pull data out, and trigger outbound webhooks on any change. Wire CRMLead Pro into your stack without forking your roadmap.

Consent, RBAC & India residency

DPDP-aligned consent capture, role-based access, multi-tenant isolation, and India data residency — the basics a regulated fintech cannot skip.

Trusted by teams across India

We plugged our app events into the API in a day. The drop-off prediction plus WhatsApp nudges measurably lifted our application-completion rate — it paid for itself on the first cohort.

Aditya Rao

Growth Lead, Lending app, Bengaluru

AI scoring put our best signups at the top of the queue. The team stopped dialling randomly and started closing the users who were actually ready to invest.

Nidhi Agarwal

Head of Ops, Wealthtech, Mumbai

Webhooks on every event meant we kept our own dashboards and still got a real CRM for sales. No rip-and-replace, no lock-in.

Faizan Ali

Product, Payments startup, Gurugram

Explore CRMLead Pro for your industry

One platform, configured for how India sells.

Frequently asked questions

How API-first is it really?

CRMLead Pro exposes a public REST API and webhooks for lead capture and events, so you can push signups and app events in, pull data out, and trigger outbound webhooks on any change. You can keep your own data warehouse and dashboards and still run sales and lifecycle on CRMLead Pro.

What does "drop-off prediction" actually do?

It analyses your funnel to surface where users abandon and which users are most likely to drop, then lets you trigger automated journeys — WhatsApp, in-app, email — to recover them before they churn.

Is the AI scoring configurable?

Yes. Scoring combines rules with ML over profile and activity signals, with configurable score decay and recency weighting, and it feeds a per-rep priority queue plus next-best-action recommendations.

Is it suitable for a regulated Indian fintech?

It is built India-first: DPDP-aligned consent, role-based access, multi-tenant data isolation, and India data residency. It is a sales and lifecycle CRM that integrates with your KYC, underwriting, and core systems rather than replacing them.

Score, recover, and activate — on autopilot.

Free to start. API-first, so your team can wire it into the stack today. No credit card needed.

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AI lead scoring Drop-off recovery OTP onboarding API + webhooks