CRM for financial services

Built for the calls that actually close loans.

Loan inquiries, policy renewals, advisor follow-ups — handled with recorded calls, regulator-friendly audit trail, and a follow-up engine that never lets a renewal lapse.

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10×
Cheaper than Runo (at 15 agents)
₹97,631
Saved per year vs per-seat CRMs
2.3×
Connect rate vs cloud telephony
5 min
Setup time per product team
Built for the motion

Six capabilities, tuned for this sector.

Recorded, compliant calls

Every conversation captured, time-stamped, and retained per RBI / IRDAI windows. Replay on demand, export for audit.

KYC document chase

Pre-built workflow nudges applicants for Aadhaar, PAN, and bank statements over WhatsApp. Reps see what is in, what is missing, in one view.

Renewal & instalment reminders

Automatic nudges 30 / 7 / 1 day before a policy lapses or a loan EMI is due. The rep gets the lead first; the customer gets the WhatsApp.

Product-based routing

Home-loan leads to the home-loan team, vehicle-loan to vehicle-loan, ULIPs to wealth — by product type, by region, by ticket size.

Cohort & vintage reports

Disbursal by cohort, renewals by vintage, drop-off at every approval step. Built-in, no spreadsheet exporter required.

Role-based PII access

Reps see their leads. Managers see their team. Auditors get a read-only audit-log feed. PAN and account numbers masked except where needed.

Audit-ready by default

Every conversation. Every consent. Every access. Logged.

Calls are recorded with consent and retained per the regulatory window for your product. Document access, PII view, and export events are written to an immutable audit feed your auditor can pull on demand.

  • RBI / IRDAI-aligned retention windows
  • Read-only auditor feed, no rep can edit
  • PAN / account-number masking for junior roles
Renewals that never lapse

The 30 / 7 / 1-day reminder ladder handles itself.

Policy renewal due in 30 days? Rep gets the lead, customer gets the WhatsApp. 7 days? Escalated touch. 1 day? Phone call. Lapsed? Win-back sequence starts.

  • Renewals, EMI dues, premium instalments tracked
  • WhatsApp + call cadence configurable per product
  • Win-back sequence fires automatically on lapse
“

We were paying ₹1,07,820 a year across the team. Switched to flat pricing and got the same audit trail, better connect rate, and an extra renewal officer for the price.

VR
Vikram Rao
Branch head · independent loan agency, Pune
Financial-services-ready features

Everything a loan / insurance team needs.

  • IndiaMart, Justdial, BankBazaar, Paisabazaar — auto-capture
  • Calls recorded with consent, retained per RBI / IRDAI windows
  • KYC checklist per product (Aadhaar, PAN, bank statements)
  • WhatsApp-based document collection from the applicant
  • EMI / renewal reminders fire at 30 / 7 / 1 day
  • Product + region + ticket-size routing
  • Cohort and vintage reports built-in
  • Role-based access with PAN / account-number masking
Financial services FAQ

Common questions from loan and insurance teams.

Are recorded calls retained per RBI guidelines?
Yes. Recordings are retained per the configured RBI / IRDAI window for your product line. Export to your auditor is a one-click action; the audit log captures every export.
How does KYC document chase work?
Each product has a pre-built checklist (Aadhaar, PAN, bank statement, salary slip). WhatsApp nudges go to the applicant; the rep sees a single view of what is in and what is pending.
Can I mask PAN and account numbers from junior reps?
Yes. Role-based access lets you mask sensitive PII for reps below a certain role, while keeping it visible for the assigned officer and audit-log feed.
Can we route home-loan vs vehicle-loan vs ULIP leads differently?
Yes — product-based routing is the default. Combine product type with region and ticket size to pin a lead to the right specialist.
What does it cost for a 15-rep loan team?
A flat ₹999/month on the Growth tier — about 10× cheaper than per-seat CRMs at the same headcount, saving roughly ₹97,631 per year.

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Unlimited capacity at every tier — pay for your business, not your headcount. No card required, no annual lock-in.

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