Introducing BharatEarns DSA CRM

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.

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India’s Smartest DSA CRM for Loan Agencies
DSA CRM with 70+ Bank Integrations
Best DSA CRM Software in India for Loan Agents

BharatEarns DSA CRM

The Ultimate CRM for DSAs, Loan Aggregators & Financial Institutions

Core Capabilities

Lead Management

Capture leads from web, mobile, aggregator portals and Excel; auto-assign by region, product or score; track status through every stage.

Payout Management

Define commission rules, automate calculations, and generate payout statements for DSAs & partners.

Dialer Integration

Click-to-call, call logging, and call recording with leading dialers — reach customers faster without leaving the CRM.

User & Role Management

Multi-level roles (Admin, Manager, DSA, Ops), permissioning and performance dashboards.

Analytics & Reports

Real-time funnel metrics, conversion analytics, product performance and partner dashboards.

Sales & Cross-Selling Tools

Product suggestions, pre-approved offers, and workflow nudges to increase AOV and conversions.

How it works

1

Capture

Leads enter from webforms, aggregator APIs or bulk upload.

2

Score & Assign

Auto-scoring rules assign best-fit DSAs or managers.

3

Engage

Agents use built-in dialer & communication tools to convert.

4

Disburse & Pay

Track disbursal; payouts calculated and scheduled automatically.

5

Optimize

Use reports and dashboards to refine funnels, improve conversions and scale.

Benefits — What customers gain

Faster conversions

Reduce lead-to-loan time with routing, reminders and dialer integration.

Higher DSA retention

Transparent, timely payouts and clear performance reporting.

Lower operational cost

Automation reduces manual reconciliation and errors.

Better decisions

Real-time analytics to spot opportunities and risks.

Ideal for

Loan DSA and Connectors

Empowering agents to manage leads and disbursals effortlessly

Fintechs

Digital-first lenders streamlining loan and partner operations

NBFCs/Banks

Smart CRM built for compliance, payout, and performance tracking

MSME/SME

Helping small enterprises manage financing and business growth

Feature deep-dive

Lead & Pipeline

  • Custom stages, activity history, document uploads, multi-channel capture.

Finance & Payouts

  • Tiered commission structures, manual adjustments, downloadable payout statements.

Dialer & Communication

  • Click-to-call, scheduled callbacks, IVR hooks, SMS & email automation.

Performance & Reporting

  • Daily/weekly reports, cohort analysis, SLA tracking, leaderboards.

Security & Compliance

  • Encrypted storage, role-based access, detailed audit logs, document retention policies.

Employee Management

  • Streamline employee records, attendance, and performance efficiently.

FAQs

Can BharatEarns integrate with our existing dialer?

Yes — we integrate with major dialers and support API-based custom integrations.

Is data secure and compliant?

Yes — role-based access, encryption, audit logs and configurable retention policies keep you compliant.

Do you support bulk lead upload?

Yes — CSV/Excel uploads plus API endpoints for continuous sync.

Ready to grow?

Power your DSA network with automation, transparency and speed.

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BharatEarns — DSA CRM for growth, automation and compliance.
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