CRMCustomer relationship management · Lead to application
Every lead, from every channel, followed through
CRM captures leads from branches, DSAs and digital channels, tracks every follow-up and conversation, and hands qualified cases straight into origination.
Lead pipeline
- New leads142
- Follow-up scheduled58
- Qualified31
- Sent to origination24 today
APP-20931
- KYC and documentsDone
- Credit checkDone
- Underwriting rulesIn progress
- ApprovalPending
MSME-04417
- 05 Aug · ₹42,485Paid
- 05 Sep · ₹42,485Paid
- 05 Oct · ₹42,485Due
- 05 Nov · ₹42,485Upcoming
CIBIL TUDF · Sep
- Records12,480
- Validation errors0
- FormatTUDF
This month
- Monthly bureau submissionFiled
- Quarterly regulatory returnDue in 6 days
- Board committee minutesOverdue
- Statutory audit filingFiled
- 5modules, from first lead to bureau file
- 99.8%system uptime
- 100+integrations
What it does
Every channel in one place
Leads from branches, DSAs and digital channels land in one pipeline, not in separate sheets.
Follow-ups tracked
Every follow-up and conversation is recorded against the lead, so nothing depends on one person's memory.
Straight into origination
A qualified case moves into the LOS as an application, without being typed in again.
Part of one platform
CRM reads and writes the same borrower record as every other module, so your reports, returns and bureau files agree. Use it on its own, or add modules as you grow.
- LOSApplication to disbursal
- LMSDisbursal to closure
- CiconBook to bureau file
- Compliance DiaryRuns alongside every stage
See it on a loan book like yours.
Request a demoOr write to [email protected], or call 022 4149 9978.