Loan distribution is a legitimate and profitable business. The key to success is choosing the right CRM platform that gives you real tools, transparent pricing, and proper support.
Before investing in any platform, evaluate it on these key parameters. A good platform will satisfy all these criteria.
A good platform clearly mentions which banks, NBFCs, or aggregators they work with. You should be able to verify these partnerships.
The platform should be operated by a registered company. Check MCA portal for company details, registered address, and directors.
Look for actual CRM/dashboard access, not just WhatsApp communication. A real platform has lead tracking, reports, and proper systems.
Understand exactly what you're paying for - platform fees, subscription, or services. No hidden charges or surprise deductions.
Good platforms have proper support channels - phone, email, ticket system. Not just a WhatsApp number that may stop responding.
Follow these practices to make an informed decision
The best platforms offer free trials or demos. If a platform is confident in its technology, they'll let you explore before asking for payment. This is a strong indicator of legitimacy and quality.
We're a technology platform providing CRM, digital office tools, and service management for financial businesses.
Full-featured CRM with lead management, customer tracking, sales pipeline, and team management. Not just a landing page.
Each business gets isolated instance with own branding, domain, and data. Enterprise-grade SaaS infrastructure.
Built-in modules for Click & Credit (21+ banks), Micro Loans (BankSathi, Gromo), and Loan On Me (your own providers).
Integrated wallet with UPI/bank topup, withdrawal system, transaction history, and automated billing.
Fetch credit reports from all 4 RBI bureaus without OTP. Essential tool for loan eligibility assessment.
Build your own partner network. Add sub-DSAs, set margins, and earn on their business. Complete MLM-style structure.
Everything about us is verifiable and documented
You can verify our company registration on:
Create a free account and explore the platform yourself. See the CRM, check the features, and decide if it's right for your business.
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