Features
Comprehensive Features of DSACRM to Solve All Your DSA Business 
Needs.
#1
Enquiry
Create and manage inquiries effortlessly before converting them into loan cases. All raw data is stored in the Enquiry Module, allowing you to allocate telecallers efficiently and drive loan sales.
#2
Follow-up Reminders
Telecallers can easily schedule and manage follow-up reminders based on enquiry responses. This feature helps ensure that every enquiry is tracked effectively, with the next follow-up date clearly set to maintain consistent and timely communication with potential clients.
#3
Conversation
Enable your team to collaborate effectively by adding comments to specific cases. Track progress, address issues, and facilitate discussions seamlessly with other team members to ensure better case management.
#4
Loan Leads
Transform inquiries into actionable loan leads for seamless processing with lenders. Effortlessly generate lender-specific loan offers and monitor application progress in real-time, streamlining your workflow and boosting efficiency.
#5
10+ Verification API
Streamline customer verification with our integrated APIs, allowing you to easily fetch KYC and essential data such as Aadhaar card details, PAN card information, ITR, GSTN, and more for a seamless and efficient process.
#6
Credit Report
Easily fetch customer credit reports directly from credit bureaus at nominal charges. Gain valuable insights into their credit history, repayment behavior, and outstanding dues to make informed lending decisions.
#7
Multi-lender Management
Simplify loan processing by adding multiple lenders to a single loan case. Effortlessly manage and track customer loans across various lenders for a seamless and efficient workflow.
#8
Employee Management
Streamline your business operations by setting up roles and permissions for your employees. Create a clear employee hierarchy to manage reporting structures and provide team leaders with appropriate access and oversight.
#9
Connector Portal
Empower your channel partners with a dedicated portal that allows them to generate and manage business opportunities on your behalf. Seamlessly track earnings and raise payout withdrawal requests directly through the platform, fostering transparency, efficiency, and collaboration.
#10
Account Books
Generate basic invoices for lenders, providing a clear overview of sanctioned and disbursed leads. Simplify financial tracking by setting up one-time disbursement rules or disbursement-based rules directly in the lender master for streamlined operations.
#11
12+ Reports
Gain actionable insights with a variety of reports covering key aspects of your business, including lead performance, loan disbursements, employee productivity, and financial summaries, empowering you to make informed decisions.
#12
Task
Organize and track your team's activities efficiently. Assign tasks, set deadlines, and monitor progress to ensure timely completion and smooth collaboration across your team.
#13
Custom Branding
Personalize your platform by uploading your logo, giving your team and connectors a customized and professional experience tailored to your brand identity.
#14
Advance Workflow
Design customized workflows for Loan Leads to streamline your operations. Assign leads to specific employee roles based on criteria such as working branch, product type, bank preference, or custom settings, ensuring optimal lead management and process efficiency.
#15
Custom Form
Design tailored forms to capture and store additional data specific to your business needs, ensuring you gather all necessary information for better lead and enquiry management.
#16
Third-Party Integrations
Enhance your operations with seamless integrations. Set up Razorpay for secure payments and payouts, Aloha or Acefone for cloud phone solutions, and configure your own media storage to securely store documents in your environment.
#17
End to End Encryption
The highest level of security for your data with end-to-end encryption, protecting sensitive information and maintaining privacy across all communications and transactions.