5 features
Leads & Enquiries
Capture, assign, qualify and follow up on every opportunity.
Available from Starter
Product capabilities
Explore Every DSACRM Feature
Browse DSACRM by the part of your business you want to improve—no product terminology or exact search phrase required.
What do you want to improve?Choose one area to see the relevant capabilities.
Looking for the complete operating workflow? View the Loan DSA CRM overview.
Feature areas
Browse DSACRM by Business Area
Choose the part of your operation you want to understand in detail.
3 features
Loan Processing
Move applications through products, lenders and decision stages.
Includes Starter features4 features
Documents & KYC
Collect, organise and verify application documents.
Includes Starter features5 features
Teams & Branches
Structure employees, roles, branches and performance.
Includes Starter features5 features
Connectors & Payouts
Manage sourcing partners, earnings and settlements.
Available from Starter1 features
Automation & Integrations
Connect routine actions, communication and APIs.
Professional & Enterprise1 features
Reports & Analytics
Review business activity and operational performance.
Available from StarterFeature directory
Find the Capabilities That Match Your Workflow
Choose a business area and compare availability across Starter, Professional and Enterprise plans.
All DSACRM capabilities
Browse every capability, or choose a business area to narrow the list.
Leads & Enquiries
Smart Follow-ups
Schedule reminders and keep pending, due and overdue actions visible for employees and managers.
- Used by
- Employees and Managers
- Available in
- StarterProfessionalEnterprise
Leads & Enquiries
Conversation Hub
Keep customer calls, messages, notes and activity history connected to the relevant record.
- Used by
- Employees and Managers
- Available in
- StarterProfessionalEnterprise
Leads & Enquiries
Apply Link
Create source-aware application links with UTM tracking for campaigns, partners and customer acquisition.
- Used by
- Managers and Employees
- Available in
- StarterProfessionalEnterprise
Leads & Enquiries
Lead Stages Workflow
Define qualification and activity stages so every enquiry follows a clear operating process.
- Used by
- Employees and Managers
- Available in
- StarterProfessionalEnterprise
Leads & Enquiries
Task Board
Assign, prioritise and track operational tasks from one shared workspace.
- Used by
- Employees and Managers
- Available in
- StarterProfessionalEnterprise
Loan Processing
Multi-Lender Processing
Process and compare eligible applications across configured lenders from one operational workflow.
- Used by
- Operations teams and Managers
- Available in
- ProfessionalEnterprise
Loan Processing
Business Rule Engine
Configure lender eligibility and offer rules to reduce repetitive manual evaluation.
- Used by
- Operations teams and Managers
- Available in
- ProfessionalEnterprise
Loan Processing
Loan Products
Configure supported loan products, required data, documents and workflow stages.
- Used by
- Operations teams and Managers
- Available in
- StarterProfessionalEnterprise
Documents & KYC
KYC Check
Initiate supported customer or business verification through connected third-party APIs.
- Used by
- Operations teams and Employees
- Available in
- ProfessionalEnterprise
Documents & KYC
Digital Document Link
Send customers a secure upload link and connect received documents to the right record.
- Used by
- Employees and Operations teams
- Available in
- StarterProfessionalEnterprise
Documents & KYC
One-Click Case Share
Prepare and share the required application information and documents through the supported workflow.
- Used by
- Operations teams and Managers
- Available in
- StarterProfessionalEnterprise
Documents & KYC
Document Master
Maintain reusable product-specific document requirements for faster application setup.
- Used by
- Operations teams and Managers
- Available in
- StarterProfessionalEnterprise
Teams & Branches
Team Hierarchy
Define employees, managers and reporting relationships for role-based operational visibility.
- Used by
- DSA owners and Managers
- Available in
- StarterProfessionalEnterprise
Teams & Branches
Branch Workspace
Manage branch-level teams and activity while maintaining central control.
- Used by
- DSA owners and Managers
- Available in
- ProfessionalEnterprise
Teams & Branches
Access Control
Restrict modules, data and workflows according to user roles and responsibilities.
- Used by
- DSA owners and Managers
- Available in
- StarterProfessionalEnterprise
Teams & Branches
Attendance & Reports
Track attendance, leave and team activity through available operational reports.
- Used by
- Managers and DSA owners
- Available in
- StarterProfessionalEnterprise
Teams & Branches
Team Performance
Review employee activity, targets and outcomes using available performance reports.
- Used by
- DSA owners and Managers
- Available in
- StarterProfessionalEnterprise
Connectors & Payouts
Connector Network
Onboard and manage connectors or sub-DSAs and track attributed business.
- Used by
- Connectors and Managers
- Available in
- StarterProfessionalEnterprise
Connectors & Payouts
Connector Wallet
Let eligible connectors review earnings, payout requests and settlement history.
- Used by
- Connectors and Managers
- Available in
- StarterProfessionalEnterprise
Connectors & Payouts
Payout Requests
Manage connector payout requests, approvals and settlement status through a controlled process.
- Used by
- Connectors and Operations teams
- Available in
- StarterProfessionalEnterprise
Connectors & Payouts
Channel Distribution
Distribute or attribute enquiries across configured teams, branches, connectors and channels.
- Used by
- Managers and Operations teams
- Available in
- StarterProfessionalEnterprise
Connectors & Payouts
Business Invoices
Generate and maintain applicable business or partner invoices inside the supported workflow.
- Used by
- Operations teams and DSA owners
- Available in
- StarterProfessionalEnterprise
Automation & Integrations
Workflow Automation
Automate configured tasks, reminders, communication and integration-driven workflows.
- Used by
- DSA owners and Managers
- Available in
- ProfessionalEnterprise
Reports & Analytics
Reports & Analytics
Review business activity through available employee, source, application and operational reports.
- Used by
- DSA owners and Managers
- Available in
- StarterProfessionalEnterprise
Integrations
Connect DSACRM With the Services Your Workflow Requires
Communication
- SMS
Verification
- PAN
- Aadhaar
- GST
- CIN
- ITR
- Bureau
- Bank statement analysis
Workflow & Technical
- Webhooks
- APIs
- N8N support where available
Supported integrations depend on the selected plan and provider availability. Third-party API usage charges may apply separately.
Feature availability
Choose the Scope That Matches Your Operation
Starter
Essential lead, follow-up, document and loan workflow features.
Up to 5 employees and 5 connectors.Professional
Adds unlimited employees and connectors, automation, integrations, multiple lenders and branches.
For growing multi-team operations.Enterprise
Adds branding, custom deployment, custom workflows and Enterprise support.
Scope planned with your team.See the Features That Match Your DSA Workflow
Choose the part of your operation you want to review. Our team will focus the demonstration on the relevant product capabilities.
- Personal email addresses are welcome
- Walkthrough tailored to your workflow
- No payment details required
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