Finally, a CRM for Lenders that Just Gets It

The AI-Powered Lending CRM Built for NBFCs

From first inquiry to final repayment to sales, operations, field and collections on one platform.

"We believe this new venture can help us move closer to our goal of making housing loans easily accessible to Indian citizens. We chose LeadSquared because its lead management modules align well with our organizational needs."

Tribhuwan-Adhikari
Tribhuwan Adhikari
CEO & Managing Director

"With LeadSquared, we could bring together all our processes and teams into a single enterprise-wide solution. Our agents are more efficient, and the journeys are more seamless, helping us deliver a premium experience to every borrower. Overall, our loan sales have taken a quantum leap with a significant reduction in our turn-around times."

Kandarp-Kant_Poonawalla-Fincorp-Case
Kandarp Kant
Former CTO

"LeadSquared has brought structure and efficiency to our processes, enabling teams across Bajaj Capital to quickly adapt to market shifts while remaining service-ready for every customer."

Satyanarayana Nalluri
Satyanarayana Nalluri
CTO
Compliant with RBI Guidelines DPDP Act 2023
Trusted by Leading NBFCs Across India
LIC Bajaj Capital Poonawalla Fincorp Hinduja Group JM Financial Muthoot Finance TVS Credit
50%
Increase in Loan Sales
Created
1,00,000+ New Self-Serve Journeys
360°
Customer visibility
0
Lead Leakage
Built for Lending Operations

A Lending CRM for How NBFCs Actually Work

The only CRM that speaks your language — lead management, loan origination, field ops, customer support and collections

Lead Management

DSAs, connectors, walk-ins, web forms, all funneled into one pipeline. Leads get auto-assigned by product, geography, or agent capacity.

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Loan Origination

Cut turnaround time (TAT) across the entire loan lifecycle. Automate verifications, speed up approvals, and disburse loans faster.

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Field Force Automation

Geo-tagged visits, offline KYC, document capture and e-sign — all on a mobile app built for loan officers on the ground.

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Customer Support

NOC requests, statement queries, and prepayment inquiries — all tracked and resolved through one ticketing system.

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Collections Management

Risk scoring flags high-risk accounts before they turn into NPAs. Collection teams get structured worklists, automated follow-up sequences, and full case history for soft & hard collections.

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Marketing Automation

Run campaigns across WhatsApp, SMS, email, and IVR, segmented by loan product, borrower profile, or geography.

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How It Works

From Lead to Disbursal — Three Clean Steps

A unified pipeline that keeps sales, credit, and operations in lockstep, with complete visibility end to end.

1

Capture & Qualify

Leads flow in from your website, DSAs, call centre, and partners — scored, de-duped, and routed in seconds.

2

Assess & Approve

Digital KYC, bureau pulls, and policy checks run in parallel. Straight-through approvals for clean files, exceptions routed to credit.

3

Disburse & Service

Auto-generate agreements, trigger disbursal via your LMS, and hand over to collections and service — without dropping a beat.

Integrations

An Integrations Ecosystem that Plugs into the Stack You Already Run

Connect with credit bureaus, KYC providers, LMS platforms, payment gateways, dialers, and more

Regulations Change. Your Readiness Shouldn't.

Enterprise-grade security and regulatory compliance framework that Indian lenders trust

One Platform

One Platform, For Every Loan Product You Offer.

Every loan product has its own rules. Your CRM should know the difference.

Loan categories

Home Loans
Personal Loans
Vehicle Loans
MSME Loans
Education Loans
Machinery Loans
Consumer Durable Loans
Loan Against Property (LAP)

Try LeadSquared

See how LeadSquared can streamline your lending journey — from first inquiry to final repayment.