Turn every loan enquiry into a sanctioned file
Personal, home, business and gold loan enquiries from your website, ads and DSAs land in one pipeline. Applicants get a WhatsApp document checklist, an email and a call from your loan officer within minutes.
- Website, ad & DSA leads in one pipeline
- Auto WhatsApp eligibility + document list
- IVR call from a loan officer in 2 minutes
Loved by growing businesses
Get a personalised demo for your lending team
Tell us about your lending business. You will get a WhatsApp and an email right away, and our expert will call you within minutes.
Works with the tools your business already uses
Why finance teams lose good leads
Speed wins deals. These are the gaps that quietly cost you customers every week.
Applicants go cold
Borrowers apply with several lenders at once; the one who calls first and collects documents fastest wins the file.
Documents chased by hand
PAN, Aadhaar, bank statements and ITRs arrive in scattered chats and emails, so files sit incomplete for days.
No view of DSA performance
You cannot see which DSA or campaign brings sanctioned files, or where applications stall in the process.
Everything Loans, NBFCs & Financial Advisors needs to grow faster
Capture loan enquiries from your website and ads, share document checklists on WhatsApp, auto-call applicants and move files from lead to disbursal faster.
Every enquiry, one pipeline
Website eligibility forms, Meta and Google lead ads, DSA links and branch walk-ins flow into one loan pipeline.
Instant WhatsApp checklist
Applicants get an eligibility note, EMI estimate and the exact document list on WhatsApp seconds after they apply.
Auto IVR call-back
IVR connects the applicant to the right loan officer within two minutes, with the call recorded on the file.
Secure document upload
Applicants upload KYC, bank statements and ITRs on a secure link, and the file moves ahead once documents are complete.
Stage-wise loan pipeline
Track every file from lead to login, credit, sanction and disbursal with turnaround alerts at each stage.
EMI & cross-sell reminders
Send EMI due reminders, top-up offers and insurance cross-sell on WhatsApp and SMS to existing borrowers.
Every enquiry answered in under 60 seconds
The moment someone fills your form, the platform takes over: a WhatsApp message, an email and a phone call — automatically, day or night.
One platform instead of ten tools
CRM, WhatsApp, calling, marketing, billing and operations — connected, so every customer conversation lives in one place.
Pipelines, scoring, round-robin routing and follow-up reminders.
Official API + WhatsApp Web: campaigns, shared inbox, templates.
Multi-step forms, OTP, landing forms — every entry becomes a lead.
Auto call-backs, click-to-call, recordings and call analytics.
Customers see invoices, tickets and documents securely.
Transactional and promotional SMS with DLT templates.
Human-like AI agents that call, qualify and book 24/7.
Drag-and-drop campaigns, drips, tracking and auto-replies.
Meta & Google lead ads land in the CRM in real time.
No-code chatbots for WhatsApp, Instagram and your website.
WhatsApp, Instagram, Messenger and web chat in one team inbox.
Booking pages, reminders, round-robin and Google sync.
Launch a fast website with AI in minutes — no code.
Catalogue, cart, payments and WhatsApp ordering.
Fast billing counter with e-receipts on WhatsApp.
GST invoices, payment links, subscriptions and ledgers.
Beautiful proposals and quotations customers accept online.
Send, track and e-sign contracts with audit trails.
Attendance, leave, payroll and employee self-service.
Gantt, timesheets, budgets and client portals.
SLA-driven ticketing with CSAT and canned replies.
A public help centre and internal wiki in one.
Secure file storage with share links and folders.
Create and share documents without leaving the CRM.
Stock, batches, serials, transfers and pick-pack.
Courier integrations, tracking, COD and own fleet.
Requisitions, RFQs, purchase orders and GRN.
BOMs, work orders, job cards, MRP and QC.
Collect 5-star reviews automatically and reply with AI.
Every touchpoint, payment and conversation on one screen.
Smart business cards with NFC tap and lead capture.
Dashboards, scheduled reports and AI insights.
Write replies, posts, emails and summaries with AI.
Instant Google Meet links on bookings and leads.
Public sign-up pages, batches, payments and attendance.
Plans, renewals, member passes and check-ins.
Android & iOS apps for your whole team.
From first enquiry to loyal customer
Set it up once in an afternoon. The platform runs it every day after that.
Capture
Every loan enquiry from website, ads, DSAs and branches is captured with its source and amount.
Engage
WhatsApp document checklist, email and an IVR call from a loan officer go out within minutes.
Process
Collect documents online and move the file through login, credit and sanction.
Disburse
Disburse, then automate EMI reminders, top-ups and cross-sell to every borrower.
Businesses like yours grow with us
Files used to wait two days for a first call. Now applicants hear from us in minutes and our login volume has more than doubled.
Document collection on a secure link changed everything. Our credit team gets complete files and turnaround dropped by 40%.
We manage 60 DSAs in the CRM. For the first time I know which partner brings files that actually get sanctioned.
Simple plans that pay for themselves
Start free, upgrade when you grow. No setup fees, no hidden charges, cancel anytime.
Free trail
Get Free trail for 2 days
- System Updater
- Broadcasts
- Keyword Replies
- Auto Replies
- Send button message
- Chat Forms
- Send list messages
- Templates
- 100 MB storage
Business
Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.
- System Updater
- Broadcasts
- Keyword Replies
- Auto Replies
- Send button message
- Chat Forms
- Send list messages
- Templates
- 100 MB storage
Premium.
Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.
- System Updater
- Broadcasts
- Keyword Replies
- Auto Replies
- Send button message
- Chat Forms
- Send list messages
- Templates
- 100 MB storage
Questions, answered
Still unsure? Our team replies on WhatsApp within minutes.
Can we run different pipelines for personal, home, business and gold loans?
Will applicants get a WhatsApp message automatically?
How does the automatic IVR call work?
Is applicant data kept secure?
Can DSAs and connectors submit leads?
Get a personalised demo for your lending team
Tell us about your lending business. You will get a WhatsApp and an email right away, and our expert will call you within minutes.
- Instant WhatsApp replySeconds after you submit
- Confirmation emailWith everything you asked for
- A call from our expertIn about 2 minutes (business hours)
Tell us about your business
Takes 30 seconds. No spam — ever.
Ready to disburse more loans, faster?
See how NBFCs, DSAs and advisors cut lead-to-disbursal time with instant WhatsApp replies and automatic call-backs.

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