Bring enquiries together
Add individual enquiries or import a spreadsheet. Record a loan requirement and source, then assign responsibility.
Every enquiry.
A clear next step.
Capture the requirement, give it an owner, and keep the next conversation in view. Turn ready enquiries into loan cases without losing the thread.
Enquiries & follow-upsILLUSTRATIVE WORKFLOW
01Capture requirement
02Assign owner
03Follow up & collect papers
04Review enquiry
05Convert to case
A CLOSER LOOKPractical details.
Practical details.
Connected work.
Work from the right queue
Switch between uncontacted, due today, overdue, upcoming, and all enquiries. Use list or board views to organise work.
Keep the conversation close
Open call and WhatsApp shortcuts from an enquiry. Document uploads and follow-ups sit alongside the customer requirement.
Move into a case
Use the review workflow and convert ready enquiries into cases. Documents and review come before the next operational step.
Built for the next step.
Capture the lead at its source
Public enquiry forms and personal partner referral links bring enquiries in with their source.
Spot duplicate customers
Entering a mobile number shows existing enquiries and files for that customer.
Ready-made WhatsApp conversations
Messages are filled with customer and loan details. Staff choose to send them from their own WhatsApp; there is no bulk messaging flow.
Less chasing.
More disbursing.
Enquiry se disbursement tak — poora DSA office, ek software mein.
+91 95374 30101