Sell lending, insurance, banking, fintech, and broking products from one configurable platform — covering the full journey from inquiry to onboarding, verification, disbursal or issuance, servicing, and renewals. Config over code, India-first, AI-native.
✓ One platform, every vertical • ✓ DPDP-aligned, India-hosted • ✓ Free plan to start
5-in-1
Lending, insurance, banking, fintech & broking
Config
Each vertical is configuration, not a code fork
AI-native
Scoring & next-best-action are first-class
India
DPDP-aligned consent and data residency
The same powerful core powers every BFSI product line — so you launch a new vertical by configuring it, not rebuilding.
One 360° contact with many product-intent leads — home loan, car insurance, demat — de-duplicated on phone, email, and PAN, with a full activity timeline.
Omnichannel, zero-leakage capture and a rule builder that routes by product, location, language, source, and availability, with capping and SLA reassignment.
Rule-based plus ML scoring and a per-rep priority queue, with drop-off prediction and dormant-lead reactivation built in across every vertical.
Visual state-machine workflows and drag-drop, OTP-verified, resumable forms with conditional fields — reusable across lending, banking, broking, and more.
Segment-driven journeys over WhatsApp Business API, email, SMS, and in-app — drop-off recovery, renewal reminders, onboarding nudges, with goal tracking.
DPDP-aligned consent, role-based access, multi-tenant isolation, timestamped audit trails, and India data residency — the BFSI non-negotiables.
One platform, configured for how India sells.
Yes — that is the core idea. Each vertical is a configuration of shared primitives (forms, workflows, distribution rules, scoring, journeys) rather than a separate codebase, so a group selling multiple financial products runs them on one platform with shared contacts and per-vertical pipelines.
It captures DPDP-aligned consent, keeps RBI-friendly timestamped audit trails, supports WhatsApp and vernacular communication, and keeps data in India — with multi-tenant isolation and role-based access for partner and agency channels.
No. CRMLead Pro is the sales, onboarding, and servicing CRM layer. Your core banking, underwriting, policy admin, and KYC systems remain your systems of record, and CRMLead Pro integrates with them via API and webhooks.
Start with the product line you sell most, then add others by configuration. Explore the dedicated pages for lending, insurance, banking, fintech, and broking to see vertical-specific features — they all run on the same Finance Cloud.
Free to start. Configure your first vertical and go live, then add the rest. No credit card needed.
Start Free — No Credit Card