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Lead Management
PRODUCT

Lead Management

Multi-Channel Campaign Leads
Multi-channel campaign leads.
Tele-caller Module
Telecaller module.
Onfield RM and TL Lead Sourcing App
Onfield RM and TL lead sourcing app.
Channel Partner Onboarding and Lead Sourcing
Channel Partner Onboarding and lead sourcing.
SNAPSHOT OF FEATURES
Who can use
Tele-sales caller
On field loan officer
Management
Connectors
Supervisor
PRODUCT

Customer Onboarding

Onfield RM and TL Login File App
Onfield RM and TL login file app.
Paperless Onboarding
Paperless onboarding.
Wavier and Deviation Approval Management
Wavier and deviation approval management.
Login File Review Checker Panel
Login file review checker panel.
SNAPSHOT OF FEATURES
Who can use
On field loan officer
Operation /Credit
Management
DSA
Supervisor
Customer Onboarding
Lead Status And Partner Payouts
PRODUCT

Channel Partner Management

Quick Channel Partner Onboarding
Quick channel partner onboarding.
Direct Lead Sourcing
Direct lead sourcing.
Lead Status And Channel Partner Payouts
Lead status and channel partner payouts.
Across Multiple Platform
Across multiple platform.
SNAPSHOT OF FEATURES
Who can use
Connectors
DSA
BCs
LSPs
Any Other Sales Channel Partner

Insights

Journey into insightful perspectives

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