Discover what helps you efficiently organize, manage and nurture your leads and client portfolio.
Store, filter and categorize leads by entire customer and requirement details at one place
Never miss an appointment or call with a customer by scheduling follow-up within the CRM
Upload and store KYC, banking and other required customer documents for every lead
Add and track file in bank from login to approval and disbursement for every lead
Manage and fulfill queries and pendency raised by bank
Stay updated with automatic email reminders from system for follow-ups and lead updates
Watch every lead's progress and activities from start to end in nicely a pretty timeline
Keep track of every change in lead's business critical information by viewing snapshots
Further nurture clients after disbursement for prospective cross sales opportunities
Build your own network of connectors and manage their leads and invoice generation
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
Dealsofloan.com has one of India's most finest and exclusive network of DSAs working with over 30 banks and NBFCs.See Pricing LIMITED PLACES AVAILABLE
What, Who and How?
Select a plan that best suites your business needs.
Your first step to efficiently building and managing a great business!