# BharatEarns DSA CRM
The Ultimate CRM for DSAs, Loan Aggregators & Financial Institutions
The Ultimate CRM for DSAs, Loan Aggregators & Financial Institutions
Accelerate growth. Automate payouts. Close more loans.
Manage your entire lending business from a single, secure platform built for DSAs, loan aggregators and financial institutions. Faster lead-to-loan cycles, transparent partner payouts, and real-time analytics — so you scale profitably and compliantly.
Lead capture, verification, application tracking, and disbursal-ready handoffs.
Reduce manual work with lead routing, reminders, and payout computation.
Transparent dashboards and automated commissions keep DSAs motivated and accountable.
Role-based access, audit trails and secure document handling.
Capture leads from web, mobile, aggregator portals and Excel; auto-assign by region, product or score; track status through every stage.
Define commission rules, automate calculations, and generate payout statements for DSAs & partners.
Click-to-call, call logging, and call recording with leading dialers — reach customers faster without leaving the CRM.
Multi-level roles (Admin, Manager, DSA, Ops), permissioning and performance dashboards.
Real-time funnel metrics, conversion analytics, product performance and partner dashboards.
Product suggestions, pre-approved offers, and workflow nudges to increase AOV and conversions.
Leads enter from webforms, aggregator APIs or bulk upload.
Auto-scoring rules assign best-fit DSAs or managers.
Agents use built-in dialer & communication tools to convert.
Track disbursal; payouts calculated and scheduled automatically.
Use reports and dashboards to refine funnels, improve conversions and scale.
Reduce lead-to-loan time with routing, reminders and dialer integration.
Transparent, timely payouts and clear performance reporting.
Automation reduces manual reconciliation and errors.
Real-time analytics to spot opportunities and risks.
Role-based controls, audit logs and secure document management for compliance.
Frontline agents and distribution partners
Marketplace platforms and lead generators
Non-banking financial companies
Institutional lending teams
Flexible plans for single-DSA teams to multi-state aggregators. All plans include:
BharatEarns reduced our lead leakage and automated payouts — our DSA morale and conversions improved in 30 days.
The analytics helped us identify low-performing products and improve our cross-sell offers.
Yes — we integrate with major dialers and support API-based custom integrations.
Yes — role-based access, encryption, audit logs and configurable retention policies keep you compliant.
Yes — CSV/Excel uploads plus API endpoints for continuous sync.
Power your DSA network with automation, transparency and speed.