Loan CRM for Manage Customers

Loan CRM for Manage Customers

CRM Solution for Fast Business Grow

Get customer history and analytics using smart filters. Track leads, close opportunities
and get accurate forecasts.
  • Screenshot from 2022-02-20 17-10-23
    Powerful sales team management leads view and track activities for future actions.
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    Analyse leads location and sales team wise. Produce report base on your needs.
  • Screenshot from 2022-02-20 17-23-07
    Sales Team
    Manage team region wise and assign lead for get better results.

Product Features

Benefits of Products

Seamless Loan Approval Process
Helping you create a user-friendly lending operation process integrated with different stages beginning from the client application and document verification, to approvals.
EFT Payment Process
We ensure safe and secured payment installation methods that enable electronic fund transfer with various banks and further facilitate bulk payment processes.
Effective Document Management
Our efficient software helps manage loan-specific documents including confidential documents of clients, the title of documents, along with a loan documentation tracker system.
Creation of Debit Note
The software creates debit notes instantly for various types of fees/ charges such as accounts receivable.
Advance Payment Options
Provides facility to take advance payments on the loan, which is further reduced from installments or added to the processing fees.



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