Run your insurance / loan / finance business from one screen
Insurance advisors, DSAs, loan and credit-card sales: applications, renewals. Leads, calls, WhatsApp, follow-ups and reports — set up in your own words from day one.
Leads from every channel
Website forms, Facebook / Instagram ads, WhatsApp, IndiaMART, Excel import and walk-ins land in one list, de-duplicated and auto-assigned.
Click-to-call and follow-ups
Call clients from the CRM, log the outcome in one click and never miss a follow-up — reminders come to the advisor's screen.
WhatsApp built in
Shared WhatsApp inbox, approved templates and broadcast campaigns on your own business number.
Applications and invoices
Book applications with GST invoices, discounts with approval, payment links and refunds.
Renewals and repeat business
Due-date reminders bring clients back on time.
Targets, incentives and reports
Team targets, payouts, call QA and ready-made reports for owners and managers.
Ready on day one
Lead fields: Product needed · Sum insured / loan amount (₹) · Monthly income (₹) · Age · Employment · Has existing policy / loan · Renewal / due date
Try it with sample data in 2 minutes
Free trial, no card. Load example leads and bookings, then remove them when you go live.
Start free trial