CRM for finance: loans, policies and collections in one place
WeScaler CRM captures leads from portals, ads and calls, assigns them automatically and tracks every follow-up. For banks, NBFCs, loan DSAs and insurance agents, it covers loan CRM, insurance CRM and DSA CRM.
A familiar story in banking & finance
Arjun's loan is approved. Now come the documents, the EMI reminders and the questions about his statement, each one a chance to keep or lose a good customer.
Leads arrive from five sources and live in five places: portal inboxes, WhatsApp, Excel and someone's phone.
How CRM changes it
The CRM pulls every lead into one place, assigns it by your rules and keeps calls, chats and visits on one timeline, on the web and on the mobile app.
For banks, NBFCs, loan DSAs and insurance agents, it is set up around three jobs. For loan CRM, a pipeline is set up for it, with owners, reminders and one timeline per lead. The same flow covers insurance CRM and DSA CRM, each with its own script and rules.
Step by step: loan CRM, insurance CRM and DSA CRM
Take loan CRM. Here is what happens, in order, from the moment the lead appears:
- Leads arrive from every source automatically
- Rules assign each lead
- Pipelines are set up for loan CRM
- Calls, chats and emails sit on one timeline
What comes back to your team
Nobody asks who called a lead, and nothing is lost when someone leaves.
Where this sits in Find, Filter, Follow
CRM is part of the Follow stage. Leads and call outcomes flow between every tool, so you can start here and add the rest later.
What it costs
CRM is included in the Custom (₹8/min*) and Enterprise (₹10/min*) plans, alongside AI calling.
Compare all plans. *Rates may vary based on client requirements.
FAQs
How does WeScaler handle loan CRM?
CRM handles loan CRM automatically: leads are reached fast, qualified with your questions and handed to your team with a summary in the CRM.
What does it cost for finance teams?
AI calling runs from ₹3 to ₹10 per connected minute*. Starter (₹3) and Growth (₹6) are prepaid packs of 5,000 minutes; Custom (₹8) and Enterprise (₹10) are custom builds. *Rates may vary based on client requirements.
Does it integrate with my existing tools?
Yes. WeScaler connects to 99acres, MagicBricks, Housing.com, Meta and Google lead ads, Google Sheets and webhooks, and syncs with Salesforce, Zoho, LeadSquared and HubSpot.