Simplest Loans & Credit Card CRM

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Application capture

Application capture

So that you don't have to spend your time managing leads from 15 different platforms

  • Automatically capture and import applications from various platforms like Google forms to CRM

Telesales optimization

Telesales optimization

Because manually typing and dialing numbers leads to confusion and time wastage. That’s the time that you are paying for

  • Autodialer increases speed, efficiency, and accuracy
  • So your callers can make more calls and close more deals

Lead/Pipeline management

Lead pipeline management

Because when you focus on the wrong leads, your team can work super-hard without any results

  • Track each interaction with every single lead on one timeline
  • Effortlessly manage your lead communication and sales pipeline

Document Collection/Management

Document collection & management

Because searching through folders and WhatsApp chats, or repeatedly asking leads for documents is not the best use of your sales team’s time

  • Collect all important documents in one place
  • Anyone can access important documents anytime from anywhere

Lead transfer in Departments

Lead transfer in departments

Because manually transferring leads with data and files on WhatsApp leads to delay, errors, confusion, and lost deals

  • Transfer any lead to sales agents across different departments with just one click
  • The entire lead, with history and timeline gets transferred with 1 click


Pre-screening & qualification

Because each caller makes 150 calls per day, but to actually close deals it's important to focus only on relevant leads

  • Easily mark and filter out uninterested leads
  • Use lead scoring to note interest level
  • Focus on best leads, increase the chances of closing the deal

Borrower Segmentation

Borrower segmentation

Because without segmentation you won't know which leads are making you money and which ones are wasting your time

  • Easily fill and store the right data to segment your leads
  • Automate the irrelevant segments and focus on relevant ones only
  • Each agent gets better ROI for their time/effort and close more deals for your business

Field Sales Management

Field sales management

Without tracking they make mistakes and you lose business

  • Track field executive's location throughout the day and know exactly what they are doing

1-click WhatsApp

1-click WhatsApp

Because you need to reach your customers where they are

  • Reach them where them on their favorite platform with just one click, without needing any cumbersome integrations

Follow-up call reminders

Follow-up call reminders

Because missed follow-ups = lost deals

  • Never miss a follow-up
  • Become their first and only choice
  • Build trust by always following up on time

All these 6 parts combined form the user journey, and TeleCRM is the only loans and credit card CRM that helps you take the best care of your customers, and deliver top-notch experience across the entire user journey, making it the one simple place for your entire sales workflow.
  1. Lead management: Easily manage all your leads till they become customers. Capture your leads with all major integrations, and complete lead history in one place.
  2. Team management: Your sales grow when your entire team aligns and works for a single goal. With automatic call tracking and recording, incoming calls logging, follow-up reminders, etc, that's exactly what TeleCRM helps you achieve.
  3. Sales growth: Turning more and more leads into customers with auto/power dialer, WhatsApp follow-ups, and WhatsApp marketing.
  4. Retention: Make sure the people you have sold, keep paying you by creating the best experience for all your customers.
  5. Upsell/cross-sell: Make sure that those customers keep coming back to you to buy other services from you.
  6. Referral: Make sure that those customers bring you more customers.

Loans, lending, and credit card CRM software is a type of software used by NBFCs to manage and streamline their application management, lending, and collection process. With features like contact management, application tracking, etc. CRM provides a centralized platform for sales teams to manage customer interactions, track leads, and customer information, and automate sales tasks. NBFCs use CRM to manage their customer interactions, sales, and support workflows.

There are several advantages of using loans, lending and credit card (DSA) CRM software, including:
  1. Sales growth: Loans, lending, and credit card CRM helps you eliminate lead leakage, missed follow-ups, duplicates, errors, miscommunication, and time wastage... basically all the things that stand between you and business growth.
  2. Centralized data: Loans, lending, and credit card CRM helps you integrate all the different sources of your leads - FB/Google ads, old excel sheets, leads from other platforms, etc. and manage all your data and sales workflow from one place. Also, you can easily score leads, and add them to labels, so that you can segment and find important leads with just a few clicks.
  3. Better teamwork: CRM comes with tools like auto-dialer, and call reminders, that help your team members become faster and more productive. It also helps you to track and reward high-performers, and train & improve the people who are lagging.
  4. Better customer experience and retention: CRM comes with tools and automation to ensure that your customers are never stuck and helpless even when your team is sleeping. You can instantly connect with leads with WhatsApp welcome messages, automatically engage and guide them to purchase with WhatsApp chatbot and improve the overall customer experience. This makes sure they never even think of leaving you. Creating sky-high customer retention rates for you.
  5. Peace of mind for business owners and managers: CRM helps you to automatically monitor team members and make sure they are doing their work properly without watching them all the time. It also helps you keep a log of all the conversations so that you are never clueless when some miscommunication or emergency happens.
  6. Better automatic reports: CRM automatically generates real-time actionable reports that help you understand in one glance, which campaigns are doing well, which ones need improvement, also exactly what needs to be improved.
  7. Complete control of your data and workflows: CRM puts the control back into your hands. You can edit simple settings to control who can view, edit, or act on which leads, what actions can they perform, what reports and filters they can access, etc. Making sure that only you have complete control of your data and business.

Yes, you can import your loans and lending data from excel directly into TeleCRM. Also, you can customize the CRM with custom fields for loans and lending business workflows. By adding fields like assignee name, expected closure, lead type, or any other fields as needed for your business.

Companies need loans, lending and credit card CRM software for several reasons, including:
  1. Improved customer management: Loans, lending and credit card CRM software allows companies to store and organize customer information in a central location, which can improve customer service and increase customer retention.
  2. Increased efficiency: Loans, lending and credit card CRM software automates many of the tasks associated with sales, such as lead management, contact management, lead nurturing, reheating, outreach, and sending reminders, etc. which can improve the speed and accuracy of sales executives.
  3. Mobile access: It allows your team to access the CRM from mobile devices, which enables them to access the customer data and perform their job from anywhere on the go without depending on the availability of a system.
  4. Customizable automation:  TeleCRM software is customizable and can be tailored to the specific needs of the company. For example, you can send WhatsApp reminders for follow-ups to team members, manipulate lead scores based on activity, automatically schedule appointments, and automate other day-to-day work to save time and money.

The features of loans, lending & credit card CRM software can vary depending on the specific industry, but some of the most common features include:
  1. Customer calling management: Loans, lending & credit card CRM comes with an autodialer for fast calling, reminders so your callers never miss follow-ups, call tracking to see exactly what each team member is doing, and automatic call recording to track and log every conversation.
  2. WhatsApp messaging: Connect with customers where they are and make sure that every follow-up message is seen. You can save templates and send personalized messages with one click, use official WhatsApp API to send bulk updates and marketing messages, and provide support to leads and customers with automated WhatsApp chatbots.
  3. Integration and lead capture: Get all your leads from your website, Facebook/Google ads, WhatsApp, and 20+ other platforms in one place without doing anything at all.
  4. Automation: Do all your repetitive tasks with 100% accuracy and save tons of time. Send WhatsApp welcome messages to leads, auto distribute and assign leads to team members based on predefined logic, schedule automatic renewal reminders, and birthday wishes to stay in touch with leads and set up WhatsApp drip marketing to engage and convert leads on automation.
  5. Tracking and analytics: to help you measure what matters So that you can take the right actions to improve your workflow and grow your business. Track, monitor, and incentivize your team's performance. Get accurate tracking for calls and sales numbers, and generate custom reports to find actionable insights in real-time.