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.
Helping financial distribution teams manage leads, lenders, teams and payouts from one unified platform.
When leads, documents and updates are spread across chats, sheets and phone calls, even a good team spends more time searching than selling.
An enquiry lands in a WhatsApp group. By evening, nobody knows who was supposed to call.
“I thought someone else had called.”Calls are missed because the reminder was in someone’s notebook—or nowhere.
“Wasn’t that call due yesterday?”The customer asks for an update, but your team first has to ask each other.
“Let me check and call you back.”PAN is on WhatsApp, the bank statement is in email and the form is on someone’s laptop.
“Please send that document again.”Your team keeps calling around to check who may accept the customer’s case.
“Which bank should we try next?”After disbursal, different sheets show different numbers and payouts take longer to settle.
“Why doesn’t this amount match?”Small delays feel harmless until they happen across every lead, every day.
Run your DSA business smarter with real-time insights, automated processes, and seamless lender collaboration. All in a single digital-first CRM.
Capture, assign, and monitor leads from all channels (website, WhatsApp, partners) in one dashboard.
Auto-assign leads by branch, loan product, or employee role for faster response and better coverage.
Never miss a call. Auto-reminders and "My Tasks" panel keep every team member on track.
Use UTM-enabled links to trace every lead back to its marketing source.
Move from Enquiry to Disbursement with stages like Lender Selection, File Login, Sanction.
Get instant product suggestions based on credit score, FOIR, and lender policy with BRE.
Send secure document links, track uploads, and store files with timestamped history.
Admins, Team Leads, and Agents get custom views of only what they need to act on.
Onboard sub-agents with unique portals. Let them track their leads, earnings, and request payouts.
Define fixed or percentage-based payouts by lender, product, or city. CRM handles the math.
Set up offices, assign teams, define permissions. Track activity by branch or role.
Set sales targets and display live rankings by product, agent or region to boost motivation.
From enquiry qualification to loan disbursement, verification and reporting — DSACRM covers your complete lending workflow.
Capture, assign and track enquiries from multiple sources in real-time.
End-to-end loan tracking from application to disbursement.
Onboard and manage multiple lenders with ease and efficiency.
Run identity, business and credit checks through affordable integrated APIs.
Build your team hierarchy and track performance effortlessly.
Automate payouts and settlements with transparency.
Powerful insights to help you make better business decisions.
Never miss a follow-up with smart automation.
See how DSAs and lending teams use DSACRM to improve visibility, automate operations and grow their business.
“DSACRM helped us centralize leads, team follow-ups and lender tracking. Our management now gets complete visibility without depending on multiple Excel sheets.”
Centralized sales operations
“The platform has made lead allocation, follow-ups and team monitoring much easier. Our team now works through a clear and structured process.”
Improved team visibility
“Managing lenders, applications and connector payouts from one platform has reduced manual work and helped us respond faster to customers.”
Reduced manual operations
“Earlier, application updates were spread across calls and messages. With DSACRM, everyone can see the latest status and the next action in one place.”
Clear application tracking
“The lender and document workflow has brought much more discipline to our daily operations. Our team spends less time searching and more time following up.”
Faster daily follow-ups
“The reports give us a quick view of enquiries, applications and team performance. Reviews that once took hours now happen with reliable information.”
Better management reporting
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Take a quick tour of DSACRM and see how it fits the way your team works.
