Get in Touch

Any Question
+91 898 375 3616
DSACRM.PLATFORM.OVERVIEW.VIDEO.
Industry Specific CRM
Tech Partner You Can Trust
Solving DSA Problem
We believe in the power of collaboration
Powerful features specifically for DSA

Everything you Need to Manage your DSA Business

Run your DSA business smarter with real-time insights, automated processes, and seamless lender collaboration. All in a single digital-first CRM.

Engage Customer

Turn every lead into an opportunity with smart tools that ensure timely follow-ups, personalized conversations, and better conversions.

  • Follow-ups
  • Centralized Conversation Section
  • Apply Link
  • Stay Updated with WhatsApp
Get Started Now

Streamline Loan Journeys

Make loan processing faster and hassle-free with multi-lender access, automated decisions, and digital document handling.

  • Multi-Lender Desk with instant comparison
  • Rule Engine for eligibility & ROI
  • Loan Product Catalog
  • One-Click Case Document Share
  • Digital Document Collection from customers
Get Started Now

Simplify Compliance

Stay worry-free with inbuilt KYC, secure document storage, and controlled access that ensures data protection and compliance.

  • Instant KYC Verification
  • Centralized Document Library
  • Role & Access Controls
  • Ready Digital Records
  • 10+ Reports
Get Started Now

Empower Your Team

Aliquam erat volutpat pelentequ habitant morb tristique senec et netus et malesuada fames ac turpis egestas vestibulum annvotet ipsum primis in faucibus orci luctus et ultrices.

  • Team Hierarchy setup
  • Multi-Branch Operations
  • Attendance & Performance Reports
  • Task Board for assignments & tracking
Get Started Now

Grow with Partners

Build and manage your DSA/Connector network with transparent payouts, wallets, and lead distribution for maximum growth.

  • Connector Network Management
  • Wallet for Payout Tracking
  • Automated Payout Requests
  • Channel-wise Lead Distribution
  • Easy Business Invoicing
Get Started Now

Automate & Scale

Save time and scale faster with inbuilt automation that reduces manual work and powers business growth.

  • N8N Workflow Automation
  • Lead & Task Assignment
  • Real-Time Business Insights
  • Scalable CRM for future growth
Get Started Now
Expertise You Can Trust

Explore Our Features

Smart Follow-ups

Automate reminders and alerts to stay connected with leads and customers, ensuring timely responses and improved conversions.

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
Simple Plans

Flexible Pricing Plan

Choose the perfect plan for your business

* Taxes Applied Extra. *1 KYC API usages charges paid extra. *2 Customisation may require additional costs or customization services. *3 The client will provide Domain/Server