Smart Follow-ups
Automate reminders and alerts to stay connected with leads and customers, ensuring timely responses and improved conversions.
Expertise You Can Trust
Empower your DSA business with DSACRM
Built to bridge the gap between DSAs and lenders. Making lead sourcing, loan processing, and commission management seamless and 100% digital. With real-time insights, automation, and scalable infrastructure, it empowers every stakeholder to thrive in the modern lending economy.
Powerful features specifically for DSA
How does DSACRM Help You?
Run your DSA business smarter with real-time insights, automated processes, and seamless lender collaboration. All in a single digital-first CRM.
INDUSTRY SPECIFIC
Qualify, Distribute & Track Leads With Zero Leakage
Real-Time Lead Pipeline
Capture, assign, and monitor leads from all channels (website, WhatsApp, partners) in one dashboard.
Smart Lead Routing
Auto-assign leads by branch, loan product, or employee role for faster response and better coverage.
Unified Follow-Up & Tasks
Never miss a call. Auto-reminders and "My Tasks" panel keep every team member on track.
Apply Links with Source Tracking
Use UTM-enabled links to trace every lead back to its marketing source.
BUILT-IN RULE ENGINE
Automate Your Loan Journey & Team Workflows
Complete Loan Lifecycle
Move from Enquiry to Disbursement with stages like Lender Selection, File Login, Sanction.
Auto Eligibility Engine
Get instant product suggestions based on credit score, FOIR, and lender policy with BRE.
Digital Document Management
Send secure document links, track uploads, and store files with timestamped history.
Role-Based Workspaces
Admins, Team Leads, and Agents get custom views of only what they need to act on.
ALL-IN-ONE DSA SOFTWARE
Manage Connectors, Teams & Performance in One Place
Connector Portal & Wallets
Onboard sub-agents with unique portals. Let them track their leads, earnings, and request payouts.
Auto Commission Calculation
Define fixed or percentage-based payouts by lender, product, or city. CRM handles the math.
Multi-Branch & Team Hierarchy
Set up offices, assign teams, define permissions. Track activity by branch or role.
Goal Tracking & Leaderboards
Set sales targets and display live rankings by product, agent or region to boost motivation.
Expertise You Can Trust
Explore Our Features
Conversation Hub
Unify calls, chats, and emails in one dashboard, making it easier to track conversations and build stronger customer relationships.
Apply Link
Create UTM-enabled links to measure campaign performance, track lead sources, and understand customer acquisition.
Multi-Lender Processing
Process applications with multiple lenders in one place—compare offers, speed up approvals, and improve customer choice.
Business Rule Engine
Define business rules and formulas to instantly calculate eligibility, ROI, tenure, and outcomes with zero manual errors.
Loan Products
Manage offerings like home, personal, and business loans with flexibility, ensuring product details are always up to date.
Lead Stages Workflow
Control access by assigning stage-specific visibility, ensuring every lead is handled securely and efficiently.
KYC Check
Instantly verify customer identity with secure KYC APIs that reduce fraud risks and ensure compliance in real-time.
Digital Document Link
Collect customer documents securely with a simple upload link, making submissions fast, paperless, and trackable.
One-Click Case Share
Send all required documents directly to bankers with a single click, reducing processing delays and boosting efficiency.
Document Master
Store, organize, and manage product-specific documents in a centralized master for quick access and compliance.
Team Hierarchy
Build clear organizational hierarchies with defined reporting lines, improving accountability and structured workflows.
Branch Workspace
Run multiple branches with centralized control while giving branch-level teams the tools to work independently.
Access Control
Assign roles and set permissions at every level, ensuring only authorized team members can access sensitive data.
Attendance & Reports
Track attendance, leaves, and generate reports instantly to monitor team discipline and overall productivity.
Task Board
Assign tasks, set priorities, and monitor completion progress in real time with an easy-to-use task board.
Team Performance
Monitor progress, assign goals, and reward achievements with real-time insights that boost efficiency and motivation.
Connector Network
Easily onboard partners and track commissions with automated payout workflows, ensuring fairness and transparency.
Connector Wallet
Give connectors a digital wallet to view earnings, manage payout requests, and track payment settlements.
Payout Requests
Manage payout requests with approval workflows, ensuring smooth settlements and transparent partner payments.
Channel Distribution
Distribute leads efficiently across DSAs, lenders, and partners, ensuring fair allocation and higher conversions.
Business Invoices
Generate and send invoices to lenders or DSAs directly from the system, simplifying billing and record keeping.
Workflow Automation
Automate repetitive tasks with built-in N8N integration, streamlining processes and saving valuable team hours.
Work Process
Why DSA's Love DSACRM.
01
Always Up-to-Date
- We continuously update DSACRM with the latest market trends
- Stay compliant with changing regulations and industry needs
- Get features that match today’s fast-moving financial ecosystem
02
Business-First Approach
- We understand the unique challenges of DSA businesses
- Tailored solutions designed to fit your exact workflows
- Flexible features that grow as your business grows
03
Secure & Reliable Solutions
- Enterprise-grade data security and privacy you can trust
- Role-based access to keep sensitive information safe
- Bank-level encryption and compliance-ready structure
04
Tech Partner You Can Trust
- More than just software—we help your business scale
- Tools for automation, collaboration, and performance
- Proven platform trusted by teams, partners, and lenders
🚀 Limited Time Offer
Ready to Transform Your DSA Business?
Experience the power of DSACRM with a personalized demo. See how our platform can streamline your lead management, automate loan processing, and boost your commission tracking—all in one place.
Book A Free Demo