01
Leads are spread across too many places
Website forms, WhatsApp messages, ad leads and partner referrals rarely arrive in one clear queue.
Slow response and repeated work
Built specifically for loan DSA teams
Stop Losing Loan Leads Between WhatsApp, Excel and Your Team
Manage every lead, follow-up, document and loan application from one platform built for Loan DSA businesses. DSACRM helps your team respond faster, stay accountable and move more loan files from enquiry to disbursement.
- Assign every lead to the right team member
- Never miss an important customer follow-up
- Track every application and pending document
- See team performance and business progress
Trusted by Growing Financial Distribution Teams
Helping financial distribution teams manage enquiries, lenders, teams and payouts from one unified platform.
More activity does not always mean more control.
The problem is rarely a lack of effort. It is the number of hand-offs, files and follow-ups a growing DSA team is expected to remember.
02
Follow-ups depend on individual memory
A busy day, a missed reminder or an absent employee can quietly turn a warm enquiry cold.
Good enquiries quietly go cold
03
Files move without a reliable trail
Documents, lender conversations and application status stay buried in chats, calls and spreadsheets.
Nobody is sure where the file stands
04
Owners get updates after the problem
Branch, employee and connector performance is difficult to review without asking everyone separately.
Decisions happen after the delay
05
Payouts become another reconciliation task
Connector commissions and settlements get harder to explain as volumes and partner networks grow.
More checking, questions and disputes
Replace the daily data chase with a working process.
DSACRM keeps reporting inside the work your team already completes.
Enquiries copied between sheets and chats
Every enquiry enters one visible pipeline
Manual allocation and repeated follow-up calls
Ownership, tasks and reminders stay connected
Documents requested one file at a time
Customers share documents through a structured flow
Lender status depends on phone updates
Application movement is recorded in the CRM
Team reviews begin with data collection
Managers open a live operational view
Connector payouts checked from multiple records
Payout requests and settlements follow one process
One connected journey from enquiry to review.
Each stage leaves the next person with the context they need.
01Capture
- Collect enquiries from your website, campaigns, WhatsApp and partners.
02Qualify
- Assign the right owner, understand the requirement and plan the next action.
03Process
- Collect documents, evaluate lender options and move the application stage by stage.
04Disburse
- Track approval, sanction and disbursement without losing the application history.
05Review
- See team performance, source quality, applications and payouts from one place.
The practical parts of a DSA business, connected.
Four core workflows, shown with real DSACRM product screens.
Bring every new enquiry into one working queue.
Stop checking separate sheets, ad panels and chat groups before the team can start working. DSACRM keeps the source, owner and first action together.
Website and campaign lead capture
Source-aware enquiry records
Manual or rule-based assignment
Clear ownership from the first contact
Make the next action clear for every team member.
Follow-ups work better when they are part of the process, not a personal reminder list. Managers can see what is due, overdue and completed.
Tasks and follow-up reminders
Conversation and activity history
Due and overdue visibility
Manager view of pending action
Track the full file without separating its documents.
Keep customer requirements, documents, lender options and application stages together so the team can answer status questions confidently.
Stage-based loan processing
Application-wise document checklist
Lender and product workflow
Sanction and disbursement tracking
See the operation without collecting a fresh update.
Owners and managers can review enquiries, applications, pending work and team performance from the same records used every day.
Live business overview
Employee and branch activity
Source and conversion reporting
Pending tasks and application stages
Add operational depth without adding another disconnected tool.
Advanced controls stay available when branches, connectors and payout work become part of the daily operation.
Branches and role-based teams
Structure access and reporting as your internal team grows.
Connectors and sub-DSAs
Keep partner sourcing, activity and ownership visible.
Commissions and payouts
Manage payout requests and settlement history in one workflow.
Business reporting
Review source, employee, branch and application performance.
Start with the part of your operation that needs attention.
Choose a product area to see the real screen used to manage it.
Inside DSACRM
A clean starting point for every opportunity
See where each enquiry came from, who owns it and what needs to happen next.
- Central enquiry inbox
- Source and campaign tracking
- Assignment and qualification
Know what is happening without asking every person.
DSACRM turns everyday team activity into an operational view you can review before the weekly meeting.
See the Owner DashboardOpen DSACRM to review:
- Fresh enquiries and source quality
- Uncontacted and overdue follow-ups
- Applications by stage and lender
- Branch and employee activity
- Sanctions and disbursements
- Connector contribution and payouts
- Pending documents and tasks
- Conversion and turnaround patterns
A loan DSA system is different from a generic CRM or spreadsheet.
The difference shows up when a lead becomes a document-heavy, lender-facing application.
CapabilityDSACRMGeneric CRMExcel / Sheets
Built for loan DSA workflowsNativeRequires customizationNot designed for this
Enquiry source and ownershipNativeUsually availableManual
Loan application stagesNativeRequires configurationManual
Lender and product workflowNativeRequires customizationManual
Customer document collectionNativeRequires configurationLimited
Branch and role hierarchyNativeUsually availableNot designed for this
Connector payout workflowNativeRequires customizationManual
Follow-up and task historyNativeUsually availableLimited
Operational reportingNativeBasic or configurableManual
WhatsApp, email, SMS and API optionsRequires configurationRequires configurationNot designed for this
Capabilities vary by provider and setup. This comparison describes the typical operating model, not every product in the market.
Your team should know how the system fits before go-live.
Implementation begins with your current process, not a blank software checklist.
Free Excel or CSV lead importAvailable with eligible annual plans after a data-format review.
- 01
Understand your current process
- We map how enquiries, files, teams and lenders work today.
- 02
Configure the right workspace
- Stages, roles, branches and key workflows are set around your operation.
- 03
Import existing leads
- Eligible annual plans include free Excel or CSV lead import.
- 04
Train the team
- Your users learn the daily workflow with a guided product walkthrough.
- 05
Go live and review
- The team starts working while early questions and adjustments are handled.
Choose a plan that fits your DSA team.
Review users, team structure and required workflows before choosing a plan.
- Enquiry and lead management
- Tasks and smart follow-ups
- Loan application tracking
- Document collection workflows
- Team and role management
- Business and employee reports
What teams usually ask before the demo.
Call +91 898 375 3616 or write to sales@dsacrm.com.
Is DSACRM only for loan DSAs?
DSACRM is designed around loan distribution workflows used by DSAs, lending teams, branches, connectors and similar financial distribution operations.
Can we capture enquiries from different sources?
Yes. DSACRM supports website and campaign lead capture, source-aware records and integrations that can bring enquiries into a central workflow.
Can my team track loan applications and documents?
Yes. Applications can move through defined stages with lender, product and document information linked to the customer file.
Does it support branches and different employee roles?
Yes. Branch workspaces, team hierarchy and role-based access help give users the right level of visibility.
Can we manage connectors and payouts?
DSACRM includes connector onboarding, wallet, commission and payout-request workflows. The exact setup can be reviewed during the demo.
Can we import our current Excel or CSV leads?
Free Excel or CSV lead import is available with eligible annual plans. The team will review your data format before migration.
How much does DSACRM cost?
The right plan depends on team size, users and required workflows. View all plans or ask the DSACRM team for a recommendation.
How quickly can we start?
Timelines depend on your team structure, migration data and required configuration. The implementation team confirms a practical go-live plan after the discovery call.
Will you help our team learn the system?
Yes. Onboarding includes a guided product walkthrough and help with the initial workflow setup.
Can I see the product before choosing a plan?
Yes. Book a free demo and the team will show the workflows most relevant to your business.
Book a free demo built around your DSA business.
Tell us how your team works today. We will focus the walkthrough on the problems and processes that matter to you.
- Product walkthrough for your role
- Practical plan and migration guidance
- No payment details required
Personalised walkthrough
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