Marketing & CRM Solution for Loan Agencies

Get more loan applications & manage them till they convert

Trusted by 12,000+ users across 32 countries


LeadSquared is our competitive advantage

“LeadSquared’s huge advantage, apart from strong marketing flow, sales automation and big customer centricity, is the capability to create an Automated Lead Score right at the initial stage which makes FundsTiger team productive many times over! Thanks a lot – for making it so easy for us!”

Neelam Dwivedi FundsTiger

Neelam Dwivedi

Founder and CEO, FundsTiger

Capture loan inquiries from all your online & offline campaigns

Cut your lead leakage to zero

Financial aggregator websites

Capture loan inquiries from your external partners all over the web – like ApnaPaisa, BankBazaar, PaisaBazaar, Ruloans and others.

PPC ads, social media and website

Capture loan inquiries from Google Adwords, YouTube ads, Facebook, LinkedIn and others, directly using landing pages and plug-and-play social integrations. Capture applications from your website as well.

Tradeshows + Traditional ad campaigns

Capture loan leads from all your on-the-ground activities like cross-promotional events, trade-shows, sponsorships etc. Capture leads from all print media, TV ads and radio ads as well.

Financial aggregator websites

Capture inbound phone calls

Capture inbound phone calls

Capture all the phone call inquiries you get within your lead management system. New leads and even missed calls will be captured as leads, and the phone call activity will get captured as well. For old leads, the phone calls, both incoming and outgoing will be registered as activities. Identify the advertising campaigns generating the maximum number of calls.

Built to handle large volumes

Your work doesn't slow down no matter how many activities you try to run on large databases. LeadSquared can handle large volume of leads, large number of actions (emails, workflows etc.), and large sales teams with thousands of users.


Automatically distribute leads to different locations and agents

Assign leads to agents based on the loan type, locations etc. automatically or in round-robin fashion


Help your agents make the right pitch

Give your telecallers all the context and lead information they need before they make a call. They will know all the lead interests, including the existing loans they have taken, their CIBIL scores etc. Plug-and-play call center integrations ensure easy set-up and easier usage.

Help your agents make the right pitch

Engage, track and segment your leads

Track interests and activities of leads, and segment accordingly

Loans interested in

Loans interested in

Track the loan pages being visited by your leads, the time spent on each page, the forms they fill, the loan tenure and EMIs they are interested in etc.

Communications tracking

Track the links being clicked by leads on the emails and SMSs, measure their seriousness and identify their interests and trigger further marketing and sales actions accordingly.

Agent notifications

Notify the agents when prospective buyers does a notable activity, like fills an important form, like “Eligibility Check” form and meets the criteria.

Manage your complete loan application lifecycle

Push leads down the funnel till the loan is approved

Automate funnel movement

Change lead stage based on lead’s activities and their position in the application cycle

For instance: Change stage from “Eligible for Loan” to “Under Verification” when the lead shares the KYC documents. Change stage to “Verified” when the documents are verified etc.

Agent notifications

Notify the agents as soon an important lead activity happens.

For ex: as soon as the lead shares the KYC documents, and the stage changes to “Under Verification,” the verification team will be notified.

Set agent tasks automatically

Set the next task for the agent, as soon as an important activity occurs.

For ex: as soon as the lead shares the KYC documents, and the stage changes to “Under Verification,” the agent will be notified and a task will be created for him.

Automate funnel movement

Spot cross-sell opportunities

Know the complete customer details – including the loans the customers have purchased, their CIBIL score, and other details. Identify cross-sell opportunities using this data.

For ex: a customer who buys a home loan, and has a personal loan with another lender can be persuaded for loan balance transfer.

Spot cross-sell opportunities

Track your agents while they are on the field

Keep a close eye on their meeting count, distance traveled and collections


Run field sales operations with great efficiency

Replace daily sales meetings with live tracking

Cut down on inefficient daily meetings, and replace them with live tracking of your field sales agents. Check their daily task reports, and daily & monthly targets online. Let them log the meetings and notes directly on the mobile app.

Upload documents directly from app

Cut down on the verification time by directly scanning and uploading verification documents from the mobile app. This gets updated on the web app automatically, and the verification team gets notified to begin the processing from their end.

Always know where your agents are

Make sure your sales agents are not slacking off by tracking the locations they are visiting. You can view their check-ins and live meeting logs right from your system, as they go for the field meetings.

Performance reports for all hierarchy levels

Get complete performance reports at agent, team lead, cluster manager, branch manager and regional manager level. Agents can measure their individual performance, and each level’s respective managers can view the performance reports of all the levels under them.

Performance reports for all hierarchy levels

Analyze your campaign, agent and revenue performance

Track sales against the agents, campaigns, regions and loan type

Agent performance

Measure the complete agent performance, based on the number of loans they sell in a month, the amount of loan disbursed, loan balance transfers etc.

Time taken to win a customer

Measure the average time taken to win a customer across different loan types, different products, different teams and different regions/branches. Helps you set a performance benchmark.

Measure campaign performance

Measure the campaigns that are getting the best customer conversion ratios. This would help allocate the marketing budgets in the right places.

Agent performance

Effortless integrations

Integrates with all the popular marketing, sales, telephony and call center apps that you use and love. You can even sync data wit your CRM applications. Also, Zapier integration helps you create any Zaps you might need.

Effortless integrations

Schedule your demo

Know more about LeadSquared in a 30 minute online demo