Capture every loan enquiry, auto-route by product and pincode, qualify with AI scoring, and move applications from inquiry to disbursal — while WhatsApp nudges recover the drop-offs that usually leak away.
✓ Free plan to start • ✓ WhatsApp follow-ups included • ✓ Works for home, personal, business & auto loans
0 leak
Omnichannel capture so no enquiry is lost
<60 sec
Auto-routing of a new lead to the right officer
2.3x
More drop-offs recovered with WhatsApp nudges
30 min
To configure your loan products and go live
From first enquiry to disbursal — one platform across home, personal, business, gold, and auto loans.
Pull enquiries from web forms, landing pages, calls, WhatsApp, and aggregator feeds into one queue. Duplicate detection on phone, email, and PAN at capture time.
Route leads by loan product, ticket size, pincode, language, or officer availability — with per-officer capping so call quality holds and round-robin fairness.
Score each applicant from profile and activity signals so officers always know which loan to call next. Dormant leads auto-reactivate via triggered messages.
A no-code stage pipeline — enquiry, docs, verification, sanction, disbursal — with SLAs, owners, and reassignment on breach. Always know where every file is stuck.
Auto-send document checklists, status updates, and EMI reminders on WhatsApp. Recover half-finished applications instead of losing them to the lender who followed up first.
DPDP-aligned consent capture and a timestamped activity trail on every contact — useful when an auditor asks who did what, and when.
“Enquiries used to sit in three WhatsApp groups and a spreadsheet. Now every lead lands in one queue, gets routed in seconds, and the WhatsApp reminders pull back applicants who went quiet. Our login-to-disbursal rate jumped noticeably in a quarter.”
Rohit Bansal
Founder, Personal-loan DSA, Delhi NCR
“The stage pipeline finally shows us where files stall — usually at document collection. We set SLAs and reassignment, and the bottleneck shrank. The team stopped chasing status over calls.”
Sneha Kulkarni
Sales Head, NBFC (SME loans), Pune
“I work with multiple lenders. Tagging each lead by product and bank, plus the next-best-action queue, means I never let a hot file go cold. Worth it from week one.”
Imran Shaikh
Home-loan connector, Hyderabad
One platform, configured for how India sells.
Yes. CRMLead Pro is multi-tenant with per-team configuration, so a single DSA, a connector working across several lenders, or a full NBFC sales org can each run their own products, pipelines, and routing rules with isolated data.
Yes. The distribution engine routes by product, ticket size, location/pincode, language, source, and officer availability, with capping per officer and round-robin so no one is overloaded and call quality stays high.
You configure message journeys tied to pipeline stages — document checklists, status nudges, and EMI/renewal reminders. Applicants who stall at a stage get automated, personalised WhatsApp messages so files move forward instead of going cold.
CRMLead Pro captures DPDP-aligned consent and keeps a timestamped audit trail on every record. Data is hosted in India. It is a sales/origination CRM — your underwriting and KYC systems remain your system of record; we integrate via API and webhooks.
Free to start. Configure your loan products and go live in under an hour. No credit card needed.
Start Free — No Credit Card