support@multicrm.softurecsailabs.com Mon - Sat, 9:00 AM - 7:00 PM
v18.17
Built for NBFCs, DSAs, loan agents & financial advisors

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
NDSVAJ ★★★★★
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.

Email Call in 2 min

Works with the tools your business already uses

WhatsApp Meta Google Instagram Messenger Razorpay Stripe Shopify WordPress Google Sheets Gmail & SMTP LinkedIn YouTube TeleCMI PayPal OpenAI & Claude WhatsApp Meta Google Instagram Messenger Razorpay Stripe Shopify WordPress Google Sheets Gmail & SMTP LinkedIn YouTube TeleCMI PayPal OpenAI & Claude
2.5xmore files logged in
< 60sfirst response time
40%faster lead-to-disbursal
24/7enquiry capture
Sound familiar?

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.

Here is how Multi CRM fixes every one of them
Features

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.

Automation

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.

Form submittedOn your website, landing page, ad or QR code
0 sec
Lead created & assignedDe-duplicated, scored and routed to the right person
1 sec
WhatsApp message sentPersonalised greeting, brochure or booking link
Instant
Email deliveredBranded welcome email with all the details
Instant
Automatic IVR callYour team is bridged to the customer, call recorded
2 min
Follow-ups & remindersTasks, nudges and drip messages until they convert
Day 1-30
Messages, delays and call routing are fully editable from your admin panel.
Calling customer…IVR · agent connected
Email deliveredOpened just now
38 modules · one login

One platform instead of ten tools

CRM, WhatsApp, calling, marketing, billing and operations — connected, so every customer conversation lives in one place.

Popular Leads & Sales CRM

Pipelines, scoring, round-robin routing and follow-up reminders.

Popular WhatsApp Business

Official API + WhatsApp Web: campaigns, shared inbox, templates.

Popular Smart Forms

Multi-step forms, OTP, landing forms — every entry becomes a lead.

Popular IVR & Cloud Calling

Auto call-backs, click-to-call, recordings and call analytics.

Popular Customer Portal

Customers see invoices, tickets and documents securely.

Popular SMS & DLT

Transactional and promotional SMS with DLT templates.

AI Voice Agents

Human-like AI agents that call, qualify and book 24/7.

Email Marketing

Drag-and-drop campaigns, drips, tracking and auto-replies.

Social Media Suite

Schedule posts, reply to comments and DMs from one place.

Lead Ads Sync

Meta & Google lead ads land in the CRM in real time.

Bot Builder

No-code chatbots for WhatsApp, Instagram and your website.

Omnichannel Inbox

WhatsApp, Instagram, Messenger and web chat in one team inbox.

Calendar & Booking

Booking pages, reminders, round-robin and Google sync.

AI Website Builder

Launch a fast website with AI in minutes — no code.

Online Store

Catalogue, cart, payments and WhatsApp ordering.

Point of Sale

Fast billing counter with e-receipts on WhatsApp.

How it works

From first enquiry to loyal customer

Set it up once in an afternoon. The platform runs it every day after that.

1

Capture

Every loan enquiry from website, ads, DSAs and branches is captured with its source and amount.

2

Engage

WhatsApp document checklist, email and an IVR call from a loan officer go out within minutes.

3

Process

Collect documents online and move the file through login, credit and sanction.

4

Disburse

Disburse, then automate EMI reminders, top-ups and cross-sell to every borrower.

Customer stories

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.

NDNitin DeshmukhBusiness Head, Arthveda Finance · Nagpur
★★★★★

Document collection on a secure link changed everything. Our credit team gets complete files and turnaround dropped by 40%.

SVShalini VermaCOO, Pragati Microfinance · Lucknow
★★★★★

We manage 60 DSAs in the CRM. For the first time I know which partner brings files that actually get sanctioned.

AJAbhishek JainFounder, LoanKart DSA Network · Indore
Pricing

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

₹0/month
₹0/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Start for free
Most popular

Business

Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.

₹499/month
₹299/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Get started

Premium.

Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.

₹999/month
₹699/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Get started
Secure payments Cancel anytime Free onboarding & support Your data stays yours
FAQ

Questions, answered

Still unsure? Our team replies on WhatsApp within minutes.

Can we run different pipelines for personal, home, business and gold loans?
Yes. Each product gets its own stages, document checklist, eligibility questions and turnaround alerts, with a combined view for management.
Will applicants get a WhatsApp message automatically?
Yes. As soon as a form or ad lead arrives, the applicant receives an eligibility note and document checklist on WhatsApp, followed by an email.
How does the automatic IVR call work?
Two minutes after the enquiry, the platform calls the assigned loan officer and bridges them to the applicant. Calls are recorded and logged on the file.
Is applicant data kept secure?
Documents are stored privately per workspace, shared upload links expire, and role-based access controls which officers and DSAs can view each file.
Can DSAs and connectors submit leads?
Yes. Every DSA gets a personal lead link and an optional portal login to submit applicants and track their file status and payout.
Get in touch

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)
Business hoursMon - Sat, 9:00 AM - 7:00 PM

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.