Lead Conversion And Follow-Up
Convert more enquiries into active loan files with faster response times and cleaner follow-up execution.
Built For Loan DSA Operations
Empower your loan DSA business with DSACRM.
Built to bridge the gap between DSAs and lenders. Manage lead sourcing, loan processing, lender collaboration, and commission management in one 100% digital CRM with real-time insights and automation.
Loan Lead PipelineRule EngineRole-Based Workspaces
Capture, assign, and monitor leads from website, WhatsApp, and partner channels in one dashboard
Move files from enquiry to disbursement with document collection, lender workflows, and one-click case sharing
Run branches, connectors, payouts, and team access with one connected operating system
Lead Pipeline
Smart follow-ups, source tracking, and lead distribution keep every enquiry visible.
Loan Workflow
Rule engine, document collection, and lender collaboration help cases move faster.
Branch & Payouts
Branch workspace, connector operations, wallets, and payout requests stay organized.
Outcome
Acquire Faster
Bring Meta ads, Google ads, website, WhatsApp, and partner traffic into one follow-up system before leads go cold.
Outcome
Process Cleaner
Keep file movement, documents, lender sharing, and team tasks connected so cases move with less back-and-forth.
Outcome
Scale With Control
Run branches, connectors, roles, payouts, and reporting inside one operating layer instead of separate tools.
Why Teams Switch
From fragmented loan operations to one clear operating system.
When leads, files, teams, and payouts live in separate tools, conversion slows down. DSACRM brings those workflows into one system built for DSA execution.
Without DSACRM
With DSACRM
Pain point
Lead follow-up gets missed across calls, WhatsApp, and spreadsheets.
Solved with DSACRM
Never lose visibility on a fresh enquiry
Smart follow-ups, reminders, conversation history, and task-based execution keep every lead visible and moving.
Pain point
Loan files move slowly because documents and lender communication are scattered.
Solved with DSACRM
Move files faster with cleaner processing flow
Document collection links, one-click case sharing, and multi-lender workflows reduce back-and-forth and turnaround time.
Pain point
Owners cannot see what branches, employees, or connectors are actually doing.
Solved with DSACRM
Get real-time operational visibility
Branch workspaces, role-based visibility, and real-time tracking make ownership, activity, and accountability much clearer.
Pain point
Commissions, payouts, and partner settlements become hard to track at scale.
Solved with DSACRM
Keep connector and payout operations organized
Connector onboarding, digital wallet, payout requests, and invoice workflows bring settlement discipline into one process.
Who It Fits
Designed around the way real loan DSA businesses operate.
Whether you run solo sourcing, branch-led teams, or connector networks, the platform is structured around operational visibility and faster case movement.
Independent Loan DSAs
For founders who need a practical operating system for daily lead handling and case movement.
- Capture enquiries from ads, WhatsApp, and website
- Follow up faster with tasks and reminders
- Track files, documents, and lender movement in one place
Branch-Led DSA Teams
For organizations that want branch visibility, workflow control, and cleaner team accountability.
- Branch-wise lead allocation and ownership
- Roles, access, and workflow permissions by team
- Activity visibility for managers and business heads
Connector Networks
For businesses running connector-led sourcing and needing tighter payout and settlement control.
- Connector onboarding and source-level visibility
- Wallet, payout request, and settlement workflows
- Partner performance tracking without spreadsheet follow-up
Multi-Lender Operations
For teams comparing lender options and trying to reduce manual processing delays across files.
- Compare lender fit and product flow more easily
- Share cases to bankers faster with one-click workflows
- Reduce document and status back-and-forth
What DSACRM Covers
Everything a loan DSA needs to convert, process, and scale.
The same DSACRM capabilities highlighted across your website are organized here in a cleaner decision-making flow for ad traffic.
Loan Processing And Documents
Move customers from enquiry to disbursement with the right lender logic, document flow, and case sharing.
- Bank/NBFC rule engine
- Multi-lender processing
- Document Collection Portal
- One-Click Case Share
- Document Master
Team, Branch, And Access Control
Give every team member the right visibility without losing branch-level accountability or operational control.
- Branch Workspace
- Roles and Teams Hierarchy
- User-Based System Access
- User-Based Workflow Access
- Attendance and performance reporting
Partners, Payouts, And Automation
Manage connectors, commissions, settlement workflows, and automation from the same operational system.
- Connector onboarding
- Digital wallet and payout requests
- Invoice management
- WhatsApp, Email, and SMS automation
- 20+ APIs and built-in N8N integration
Lead Control
Capture, assign, and convert enquiries before they leak.
Lead leakage is one of the biggest growth killers for loan DSAs. DSACRM keeps sources, owners, and follow-up action connected from the first enquiry.
- Lead generation links with source visibility
- Smart follow-ups and reminder-driven action
- Conversation history for faster response
- Lead distribution across teams and branches
Loan Workflow
Move files from enquiry to sanction with less friction.
This is where DSACRM goes beyond generic CRMs. It supports the lender-facing, document-heavy, status-driven workflows loan businesses actually run.
- Bank/NBFC offers rule engine
- Multi-lender processing support
- Document collection portal and master
- One-click case share to bankers
Teams And Payouts
Run branches, connectors, and partner payouts with clarity.
As operations grow, visibility and settlement discipline matter just as much as lead conversion. DSACRM brings those controls into the same system.
- Branch workspace and role hierarchy
- Connector onboarding and digital wallet
- Payout request and invoice workflows
- WhatsApp, Email, SMS, and API automation
DSA Workflow
One CRM across the stages that actually matter.
From first enquiry to final settlement, every stage stays connected so teams can move faster without losing control.
01
Capture
Bring in enquiries from website, Meta ads, Google ads, WhatsApp, and partner channels.
02
Qualify
Assign ownership, trigger follow-ups, and use lender/product logic to move better leads forward.
03
Process
Collect documents, compare lenders, share cases, and track file movement without losing control.
04
Settle
Manage commissions, connector wallets, invoices, and payout requests in a cleaner settlement flow.
Why DSACRM
Why DSACRM feels different from a generic CRM.
It is designed for the real work loan DSA teams do every day: lead follow-up, document collection, lender coordination, branch control, and payout visibility.
Built For Loan Work, Not Generic CRM Work
DSACRM combines lead sourcing, loan processing, lender collaboration, and commission visibility in one journey built around DSA operations.
Real-Time Visibility Across Teams
From branch-level execution to owner-level tracking, the platform is designed to reduce lead leakage and make follow-up accountability visible.
Faster Processing With Better Governance
Eligibility logic, document links, one-click banker sharing, and stage-based visibility help teams move files faster without losing control.
Pricing Snapshot
Plans already aligned to different stages of DSA growth.
Visitors can understand plan fit quickly here, then continue into your existing registration flow at the right moment.
Starter Plan
For smaller teams starting to systemize lead capture and loan operations.
- 5 Employees
- 5 Connectors
- Lead generation links
- Document collection portal
- Follow-up and notifications
Most Popular
₹5,999/monthProfessional Plan
For growing DSA businesses that need unlimited users and deeper workflow control.
- Unlimited users
- Rule Engine (BRE)
- 20+ APIs
- Multi-branch operations
- Roles and workflow access
Enterprise Plan
For larger operations needing advanced customization, branding, and scaled automation.
- Custom workflows
- Branding and domain hosting
- High-scale partner operations
- Advanced automation
- Direct sales consultation
Purpose-built for loan DSA workflows instead of generic contact management.
Covers leads, files, teams, connectors, payouts, and lender collaboration together.
Pricing is already structured for starter, growth, and enterprise-stage teams.
Designed for automation, accountability, and operational reporting.
FAQ
Questions loan DSA teams usually ask before getting started.
Is DSACRM only for lead management?
No. DSACRM is built for the full loan DSA workflow, covering lead capture, follow-ups, lender movement, document collection, case sharing, and payout visibility in one system.
Can I manage sourcing and loan processing in the same CRM?
Yes. Teams can capture enquiries, assign ownership, track follow-ups, move files through workflow stages, collect documents, and coordinate with lenders without switching between separate tools.
Does DSACRM support documents and banker case sharing?
Yes. Features like Document Collection Portal, Document Master, and One-Click Case Share are built to reduce manual back-and-forth and help teams move files faster.
Is DSACRM suitable for teams with branches and role-based access?
Yes. Branch Workspace, Roles & Teams Hierarchy, User-Based System Access, and Workflow Access are designed for DSA businesses that need visibility, accountability, and controlled operations across teams.
Can connector payouts and settlements be managed inside DSACRM?
Yes. DSACRM supports connector operations with partner onboarding, connector wallet, payout requests, and settlement workflows so commissions and payments stay organized.
Which plan is right for my DSA business?
Starter works well for smaller teams beginning to systemize leads and loan operations. Professional is for growing teams that need unlimited users, APIs, and multi-branch control. Enterprise fits larger operations needing custom workflows and deeper automation.