Inbuilt Integrations

A. Credit Report

Seamlessly integrate with major credit bureaus to pull detailed credit reports directly within DsaCrm. Get instant insights into a customer’s financial history, credit score, and loan repayment behavior, allowing you to assess risk and eligibility with confidence. This automated integration speeds up the loan approval process, ensuring faster decision-making and fewer manual checks.

B. Customer KYC Portal

DsaCrm’s integrated KYC (Know Your Customer) portal makes identity verification simple and secure. Verify documents like Aadhaar, PAN, GST, ITR, and more, all in one place. The automated process ensures compliance with regulatory requirements while reducing the time and effort required to verify customer details, minimizing the risk of fraud.

C. Marketing Tools

Empower your sales and marketing teams with integrated marketing tools. These tools enable you to run targeted campaigns, track lead generation, and nurture customer relationships through personalized communications. With built-in analytics, you can measure the effectiveness of your campaigns and optimize your marketing strategies to attract more clients and retain existing ones.