Capture leads from social media and WhatsApp, manage loans and insurance, track agents, calculate commissions and payouts, and understand your business with simple MIS.
Start simple. Capture business, process applications, calculate money and understand performance.
Capture enquiries, assign leads to agents and track every opportunity from first contact to conversion.
Manage loan and insurance business with products, amounts, application status and processing stages.
Give agents access while keeping operations, assignments and responsibilities organised.
Know which applications are sanctioned, disbursed and generating business revenue.
Track expected commission, received commission and agent payouts without separate spreadsheets.
Get a simple view of leads, conversions, disbursement, commission and team performance.
Every lead follows a simple journey until the business is completed and money is accounted for.
Run Facebook and Instagram campaigns with Click-to-WhatsApp Ads (CTWA), bring prospects into WhatsApp and move them into your CRM sales process.
Start small and upgrade when your DSA business grows.
Replace scattered spreadsheets and disconnected tools with one simple platform for your leads, business and money.
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