Stay Ahead of the Curve with Our Finance CRM

Your one-stop solution to manage customer queries and applications, onboard customers, cross-sell/upsell, and much more!


Loved by financial institutions across the globe!

Why Is Leadsquared’s Finance CRM the ‘Right’ Fit for You?

Scalability. Personalization. No-Code. Automation. API Integration.
Doesn’t all of this scream convenience to you? LeadSquared Finance CRM is all set to make your day-to-day back-end and front-end processes frictionless!

Holistic Lead

Holistic lead management

Upsell/Cross-Sell Automation

Upsell/ cross-sell automation

Seamless API Integration

Seamless API integration

Robust Mobile Solution for Field Sales

Robust mobile solution for field sales

Effortless Partner Onboarding and Management

Easy partner onboarding & management

Dynamic Reports and Analytics

Dynamic reports and analytics

Built by Technology Evangelists for Frictionless Sales Enablement

Discover some of the top features of our Finance CRM!
Right from easing your agent’s day-to-day routine to aiding decision-makers with data-driven reports, here are some of the most useful Finance CRM features that LeadSquared makes available for you!

Customer 360°

Get a comprehensive view of every customer profile to strategize your next plan of action.
Right from never missing out on follow-ups to re-initiating offers to plug drop-offs and ensure completed customer journeys!

Customer 360°

Self-Serve Portals

Self-serve portals

Give your customers control over their journey with self-serve portals. Ensure an easy paperless application process with a smooth customer experience from the very start!


Reduce turnaround time and sell faster with logic-backed lead distribution, automated profile screening, smooth KYC process, call center management with DIY workflows, and more.

LeadSquared Chatbot


Tap into LeadSquared Chatbot, an exclusive WhatsApp-based chatbot to initiate personalized notifications, automated messages, and drive nurturing conversations with prospects and customers on-the-go.

Bespoke CRM Solution for the Finance Industry

Whether you’re an organization of 50 or 10,000, LeadSquared Finance CRM adapts to your requirements and organizational type!

Here’s What Our Customers Have to Say!

Harvinder Gandhi

LeadSquared collections module helped us digitize our debt recovery process, building efficiencies and transparency. Also, tracking legal cases on the same module was a huge advantage.

Vijay Rajagopal

LeadSquared has been a valuable partner for us at Amazon Pay. They have helped us scale efficiently and deliver a world-class experience to field agents. This, in turn, has enabled us to smoothly onboard thousands of small and medium-sized businesses.


“A combination of clearly defined processes and LeadSquared’s automation has made our operations completely error-free. Automated lead assignment also helps us save a lot of time and bandwidth, and we can focus on what we do best—provide good insurance advice and service.”

Prabhakar Tiwari

Leadsquared has grown to be a strong partner with us and is at the center of all our large sales and marketing initiatives with very close integration with our core applications and platforms.

Nitin Gupta Finnable

Finnable has been using LeadSquared for more than 2 years to manage the entire business process. We are glad that it has helped increase our productivity along the way with its product capability and support system.

Kandarp Kant

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.



have Observed a

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increase in sales productivity
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improvement in funnel quality


reduction in human errors!

Curious about How We Can Help You?

Jump into a quick discovery call with us!


What is CRM in Finance?

Finance CRM is a software solution that helps financial institutions manage customer relationships by tracking customer interactions, customer onboarding, centralizing customer data, and much more.    
They are tailored to manage the unique business needs of financial institutions in their day-to-day business processes.

How can LeadSquared Finance CRM help?

LeadSquared’s Finance CRM helps streamline back-end and front-end business processes. This could be lead management, customer onboarding, document collection, partner management, multichannel customer engagement, and more!

What is API integration in Finance CRM?

With LeadSquared Finance CRM, get access to 100+ industry standard third-party connectors to diversify your functionality. Some of the top connectors include WhatsApp, Digilocker, Perfios, etc.  

Is LeadSquared easy to configure?

Yes, LeadSquared’s solutions are no-code and easily configurable based on your business requirements. LeadSquared is rated 9.2/10 on G2 for user friendliness and ease of set up!