📝 SaaS Solution

NBFC AI CRM
Know Your Customer. Grow Your Book.

A CRM built specifically for lending institutions – not adapted from generic sales CRMs. Manage leads, track applications, view customer 360, and let AI recommend the right product to the right customer at exactly the right time.

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🎯 Why a Lending CRM

Generic CRMs Weren't Built for Lending

Salesforce and Zoho are powerful – but they don’t understand EMI, DPD, FOIR, or the credit lifecycle. NBFC AI CRM is built for the lending reality of Indian financial institutions.

01
Lead Management
Lead Management
Capture leads from web, mobile, DSA portal, call centre, and walk-ins. AI scores each lead for conversion probability and product fit.
02
Customer 360 View
Customer 360 View
See the complete customer picture - existing loans, repayment history, bureau score trends, product eligibility, and interaction history - on one screen.
03
AI Cross-Sell Engine
AI Cross-Sell Engine
Identifies the right next product for each customer based on their financial profile, repayment behavior, and life stage - with the right timing recommendation.
04
Automated Follow-Up
Automated Follow-Up
Multi-channel automated nurture sequences - WhatsApp, SMS, email, and call - tailored to lead stage and product interest.
05
LOS Integration
LOS Integration
One-click application submission from CRM to the Loan Origination System — no re-entry, no data loss, complete handoff.
06
Sales Analytics
Sales Analytics
Funnel analysis, DSA performance, branch productivity, TAT tracking, and conversion rate dashboards for management reporting.

AI That Knows When to Sell

The cross-sell AI doesn’t just recommend products – it tells your team when and how to approach each customer, with a personalised reason that resonates with their specific financial situation.

Repayment-Based Triggers

Automatically flags customers who have completed 6 months of clean repayment as top-up loan candidates.

Life Event Detection

Monthly AI risk score refresh for every account — identifies accounts migrating toward NPA 90 days in advance.

Churn Prevention Alerts

Flags customers who are likely to close their loan and migrate - giving your team time to intervene with a retention offer.

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Cross-Sell Conversion Rate
x
Lead Response Speed
%
Churn Reduction
Re-Entry Between CRM & LOS

Grow Your Loan Book with AI CRM

See how NBFC AI CRM can increase your loan disbursement volumes without increasing your sales headcount.

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