Lead and Customer CRM
Keep enquiries, customer details, follow-up, and progress in one organised place.
Fintech CRM with Website
Ready CRM and Website Package
Start your finance business with CRM and website together
Manage leads, customers, lenders, and team follow-up while presenting your finance services through your own website.
Ready business flow Website included Setup guidance
Feature & User GuidePreview CRM features, working steps, and the documentation layout.
Package Modules
One connected place for your daily finance work
Use the sections you need without managing separate customer files and website enquiries.
Lender and Product Setup
Maintain the lenders and finance products your team works with every day.
Professional Website
Present your business, services, contact details, and enquiry journey clearly online.
Team Access
Give your team a simple working area for leads, customers, and updates.
Business Overview
See useful lead and activity information without checking separate files.
Setup Guidance
Get help while sharing your business details and preparing the ready package.
Who It Helps
Suitable for a new or growing finance team
Choose this package when you need customer management and a branded website, but do not need a mobile app today.
- DSA and loan service teams
- Finance consultants and small companies
- Teams moving away from spreadsheets
Share Business Details
Send your brand, contact, service, and team information.
Review the Setup
Check the website and CRM structure prepared for your business.
Start Using It
Train your team, publish your website, and begin customer follow-up.
Need to understand the package?
Book Live Demo