Telecalling CRM for Loan & DSA
Loan DSA CRM
Work loan leads end-to-end from eligibility to disbursal without losing a file.
Workspace
Dashboard
Dashboard
Welcome back, Admin.
Here's what's happening across your Loan & DSA team today.
Total Calls
1,284
12%Leads
342
8%Conversion
24%
3%Active Users
12
- New Lead
- Eligibility Check
- Documents Collected
- Logged / Applied
Trusted by Indian sales teams that sell to Indian customers
Sales teams
Lead integrations
Industries served
Starting / month
Why it matters
What loan & dsa teams gain with TeleCallingCRM
Never lose a lead again
Every enquiry from ads, portals and your website lands in one place deduped and auto-assigned to a loan & dsa agent.
Call in seconds, not hours
The auto dialer queues each new loan & dsa lead instantly, so your team reaches them while interest is hot.
See real pipeline & revenue
A money value on every lead shows what's open, what's closed, and exactly who closed it.
Keep the team accountable
Live war room, leaderboard, attendance and utilization know who's performing, in real time.
Follow-ups that never slip
One-tap callbacks and reminders mean no loan & dsa deal ever goes cold or forgotten.
Sell from anywhere
Android & iOS app with the dialer, outcome logging and follow-ups built for field agents.
How it works
Up and running for loan & dsa in three steps
DSAs and NBFC tele-sales teams juggle leads across personal, home, business and LAP products, each with its own paperwork. TeleCallingCRM keeps every applicant moving through a clear pipeline, captures eligibility details on the call, and reminds agents to chase documents so more files reach disbursal.
Connect your leads
Plug in your ad accounts, loan & dsa portals and website or import a CSV in seconds.
Call & track
The auto dialer rings the next lead; agents log the outcome and move the stage in a tap.
Close & report
Pipeline, conversions and revenue update live across your whole team.
Hello, Rahul
Andheri Branch
Next Caller
Rahul Sharma
98765 21043
Andheri West, Mumbai
via Facebook & Google AdsToday Statistics
18
Pending Calls
42
Today's Calls
Tailored pipeline
A pipeline that matches how you sell
Out of the box, your loan & dsa leads move through stages that make sense with deal value tracked at every step.
Leads & data
Capture the right data, from the right sources
What you capture
Lead fields for Loan & DSA
So agents log what matters on every call and you can filter and report on it.
Where leads come from
Connected automatically
Connect once and enquiries flow straight in deduped and assigned to an agent in seconds.
- Facebook & Google Ads
- Website forms
- Referral partners
- Google Sheets
The toolkit
Everything you need to sell, in one place
An auto dialer that keeps agents talking
Stop dialing by hand. Calls flow one after another, duration is captured automatically, and DNC numbers are skipped.
- Sequential auto-dialing through assigned lists
- One-tap outcome after every call
- Call duration from the phone log
- DNC numbers skipped automatically
97411 88210
Priya Menon
Acme Finance Pvt Ltd
Source: Facebook & Google AdsAuto-dial queue 42 waiting
Who to call
Up next
Pipeline & revenue you can actually see
Put a value on every loan & dsa lead and watch it move from first call to closed with revenue attributed to the agent who won it.
- Deal value & expected close date per lead
- Drag leads across tailored stages
- Open vs. closed value at a glance
- Agents set value, admins approve
Workspace
Pipeline
₹38.6L
128 open
₹46.0L
32 won
27%
32 / 86
₹1.4L
204 valued
Pipeline by stage
Run the floor from a live war room
A full-screen, real-time command centre for your sales floor who's on a call, who's idle, and today's wins ticking up live.
- Live agent states & activity feed
- Today's pipeline and revenue won
- Talk-time & utilization per agent
- Built for a wall-mounted screen
Leads today
128
Won
32
Won value
₹6.4L
Conversion
27%
Talk time
37h
Ready to sell more in loan & dsa?
Start a free trial today, or get a guided demo of TeleCallingCRM for Loan & DSA.
In practice
Built for the way loan & dsa teams work
Leads today
128
DSA agents
Track every applicant from eligibility to disbursal and see which lenders and products convert best.
Pipeline by stage
NBFC tele-sales
Auto-dial fresh ad leads, capture income and CIBIL band on the call, and route hot files to processing.
Top performers
Document follow-up
Reminders ensure 'documents pending' applicants are chased until the file is complete and logged.
Everything loan & dsa teams need included on every plan
FAQ
Loan & DSA CRM questions, answered
Can I track different loan products separately?
Yes. Tag each lead with the loan type and amount, and filter your pipeline and reports by product.
Does it help chase pending documents?
Yes. Schedule follow-ups in one tap and get reminders so no half-complete file is forgotten.
Can I see disbursed value per agent?
Yes. Deal value flows through the pipeline, so won/disbursed value is attributed to the agent who closed it.
Ready to Supercharge Your Telecalling?
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