CRM Features

Discover what helps you efficiently organize, manage and nurture your leads and client portfolio.

Lead Profiling

Store, filter and categorize leads by entire customer and requirement details at one place

Follow-ups Scheduling

Never miss an appointment or call with a customer by scheduling follow-up within the CRM

Document Management

Upload and store KYC, banking and other required customer documents for every lead

Bank Login

Add and track file in bank from login to approval and disbursement for every lead

Bank Queries

Manage and fulfill queries and pendency raised by bank

Automatic Reminders

Stay updated with automatic email reminders from system for follow-ups and lead updates

Lead Timeline

Watch every lead's progress and activities from start to end in nicely a pretty timeline

Lead Snapshots

Keep track of every change in lead's business critical information by viewing snapshots

Client Management

Further nurture clients after disbursement for prospective cross sales opportunities


Build your own network of connectors and manage their leads and invoice generation

Team Building

Manage and track performance of your own team of Telecallers, BDMs and Sales Managers


Intelligent analytical reporting about your daily, weekly or custom lead activities as PDF downloads

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Frequently Asked Questions

What, Who and How?

DealsofloanCRM is a cloud based customer relationship management system powered by FinCRM. It is built to help bankers efficiently manage their leads and client portfolio.
It is one of the most comprehensive CRMs for finance industry built by Exuberant Systems Pvt. Ltd.
To know more, please have a look at DealsofloanCRM's major features.
DealsofloanCRM is of use to Banks, NBFCs, DSAs or anyone who provides loans to it's customers.
We only accept limited number of applications for our smooth and efficient functioning of our business.
To get started, you first need to select a plan and then sign up.
When your payment is completed, your application will be queued for verification and approval.
Once approved, you'll be provided with further details of the business model and if your application is not approved, you'll be notified and a full refund will be issued.
Yes, we offer complete refund if requested within 3 days of account activation.
We provide phone and email support.
Phone support is available on all working days (Monday to Friday) from 10:00 AM to 6:00 PM.
Email support is available 24x7 and might take upto 48 hours to resolve your query.

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