Your own branded Loan DSA CRM

Everything a DSA / NBFC needs — leads, partners, applications, lenders, payouts, HR and reports — on your domain with your logo.

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Pricing

First year

₹60,000 /year · GST incl.

Portal setup on your own domain + SSL
Complete branding (logo, colours, app icon)
Product, lender & payout configuration
Data import of existing leads / partners / customers
Team & partner training sessions
Priority onboarding support for 30 days
12 months hosting, updates, backups & support

Renewal (2nd year onwards)

₹45,000 /year · GST incl.

12 months secure cloud hosting & daily backups
All new features & updates
WhatsApp / email support
Domain & SSL renewal handling

Why ₹60k first year and ₹45k after? The first year includes one-time setup work — domain & SSL, branding, configuration, data import and training. From the second year you only pay for hosting, updates, backups and support, so renewal is ₹15,000 lower.

All features, module wise

Lead & Customer CRM

•Lead capture from web, partners, UTM links & bulk Excel import
•Duplicate check on mobile, PAN & open leads
•Lead status timeline — who changed what and when
•Follow-ups, notes, assignment & live status for every user
•Global search: name, mobile, PAN, Lead / App ID, LAN

Loan Applications & Lenders

•Category → Product → Lender catalogue with eligibility rules
•Application lifecycle: Login → Processing → Sanction → Disbursement
•Document collection with secure cloud storage
•Lender status sync & monthly lender reconciliation
•Product comparison & quick apply for customers

Partner (DSA / Sub-DSA) App

•Installable mobile app (PWA) with home-screen shortcuts
•One-tap New Lead, offline lead drafts that auto-sync
•Share & Earn links with UTM tracking per partner
•Partner leaderboard, referral rewards & cross-sell bonus
•Mobile OTP login

Payouts & Commission

•Automatic payout calculation per product / lender
•Monthly payout statements (download)
•Partner earnings dashboard
•Cross-sell & referral bonus logic

Customer Portal

•Customer OTP login & application tracking
•Public loan apply & track pages with your branding
•Category landing pages with banners

Notifications

•Instant live updates (no refresh) for every status change
•In-app notifications & web push
•WhatsApp / SMS alerts (Twilio)

HRMS

•Employees & reporting hierarchy
•One-tap attendance: Present / Late / Field Visit
•Leave requests with manager / HR approval & balance
•Role-based access for Admin, Ops, Credit, Sales, HR, Finance

Reports & MIS

•Live KPI dashboards
•Lender report mapping & CSV/Excel exports
•Audit log of all critical actions

Your Brand

•Your own domain with free SSL (e.g. crm.yourfirm.com)
•Your logo, colours, name on portal, app & invoices
•Separate secure database space — your data is never shared

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