CredIntel CRMFor DSAs, loan connectors and NBFC sales teams
Every loan file, from lead to disbursal, in one place
Stop running your business on Excel and WhatsApp groups. CredIntel CRM tracks borrowers, documents, approvals and follow-ups for every file, so nothing slips and nothing leaves when an agent does.
From ₹500 per user a month · 10 users for ₹4,999 · Ready-made loan setup, no code
Sound familiar?
Files lost in WhatsApp
Documents, follow-ups and lender updates are spread across chats and sheets. Nobody knows which file is stuck where.
Agents leave with your leads
When a connector or officer leaves, their borrowers and history leave with their phone.
No view of the pipeline
How many files are in document review, waiting for sanction or due for disbursal this week? Today it takes calls to find out.
Built for how lending teams work
Start from our ready-made Loan Origination setup: borrower and application forms, stages, roles, a dashboard and automations. Change any of it yourself, without code.
Application board by stage
Receipt, document review, credit assessment, sanction, disbursal: every file on one board with its amount, moved with a drag.
Borrowers and KYC
Borrower profiles with PAN, income, employment and KYC status, linked to all their applications.
Documents chased for you
When a file reaches document review, a "Collect documents" task is created for its officer automatically.
Approvals and guided steps
Sanctions and exceptions go to the right approver, and each stage asks for the details it needs before a file moves on.
WhatsApp on the record
Message borrowers from your own WhatsApp Business number; every message is kept on the file's timeline.
Each officer sees their own cases
Officers see only their borrowers and applications. Sanction terms can be read-only for them.
Agreements and e-signature
Generate sanction letters and agreements from the file as PDFs and collect signatures online.
On every phone
Install it on Android or iPhone from the browser, with notifications for new files and due tasks.
Data hosted in India
Hosted in Mumbai, backed up daily, exportable any time. Privacy export and erasure built in for the DPDP Act.
How we get you started
1. A 20-minute demo
Send us a sample of your Excel sheet. We'll load it on the call so you see your own files on the board.
2. We set it up with you
Your stages, documents, roles and lenders, plus your existing data imported. Setup help is included.
3. Try it with your team
14 days free with your real files. Keep going only if your team uses it.
See your own loan files on the board
Bring your Excel sheet. We'll turn it into a working pipeline on the call.