India’s First AI-Powered DSA CRM — Built for Loan Businesses

Automate sourcing, tracking, underwriting & payouts — all in one smart CRM designed exclusively for DSAs, lenders, and partners.

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BharatEarns DSA CRM – Manage Leads, Loans & Clients Easily

ISO

Certified

Best DSA CRM Software in India for Loan Agents

Built for fintechs, DSAs, NBFC, MSME and SME

BharatEarns brings together CRM, loan workflow automation, partner management, and AI tools so DSAs can close more loans with less manual work. From lead capture to disbursal — everything runs faster, smarter, and fully compliant.

Core Capabilities

  • ✔ AI-Driven Lead Distribution & Follow-Ups
  • ✔ Smart Loan Matching — Map Customers to Best Lenders Instantly
  • ✔ Automated Documentation & Status Tracking
  • ✔ AI Lending Outbound Agents (Calls, Qualifies & Nurtures Leads)
  • ✔ Partner / DSA Hierarchy & Commission Management
  • ✔ Customer Portal + DSA Portal
  • ✔ Analytics, FOIR, EMI & Eligibility Tools

AI Lending Agents

  • AI-powered agents that call, qualify, and nurture borrowers — saving time while increasing conversions

Smart calling and WhatsApp automation

fast, accurate calling and WhatsApp automation that give your business wings

Calling List
Dinesh Kumar
+91 91*** ***21
Aman Gupta
+91 88*** ***32
Rahul Raj
+91 70*** ***33
Vikram S
+91 96*** ***78

1-click dialer

For Faster, More Calls

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Reminders
Call with Rahul
in 5m
Follow up with Aman Gupta
in 1h
Schedule new reminder

Reminders

So that you never miss a follow-up

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Calling Logs
DInesh Kumar
Outgoing, 5:23 min
Aman Gupta
Missed
Rahul Raj
Incoming, 2:15 min

Tracking

To see exactly what your team is doing

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Lead History
Dinesh Kumar
Recorded
Rahul Raj
Recorded
Vikram S
Not Recorded

Recording

To track and log every conversation

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9:41 AM
Rahul Sharma
Hi, I'm interested in a personal loan.
Hello Rahul! We can definitely help with that. To start, could you please share your monthly income?
9:42 AM
Sure, it's around ₹50,000.
Thank you. Based on that, you're eligible for up to ₹5,00,000. Here is a link to check your pre-approved offer: [link]
9:43 AM

Templates

To send personalised messages to leads within seconds

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9:41 AM
+91 98*** **45
Hello! This is a test message from our CRM.
9:44 AM
Great! How can I help you today?
9:45 AM
I need to check my application status.
9:46 AM

1-Click

To send WhatsApp messages without saving the number

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9:41 AM
LoanBot
Verified
Welcome! To check your loan eligibility, please reply with your PAN number.
ABCDE1234F
9:45 AM
Thank you. Your eligibility is being checked. Please wait...
Congratulations! You are eligible for a loan of ₹10,00,000. Would you like to proceed?

Official API

For secure, scalable, and rich messaging automation

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Best Suitable Software for DSA, Fintech And NBFC

Loan DSA Management Software | BharatEarns CRM

Contact Us

Have questions or want to know more about our services? Our team is ready to assist you with any inquiries about our digital solutions and verification APIs.

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FAQs

Yes, via Excel or API integrations with Google Sheet, IndiaMART, JustDial, and Facebook Ads.

The CRM auto-calculates eligibility using bureau data, income, and bank policy mapping.

Yes, GST and TDS are auto-applied, and invoices are generated instantly.

Yes, multi-branch assignment and role-based access are supported.

Data is encrypted in transit and at rest, with DPDPA compliance and role-based access.

Yes, through WhatsApp Business API integrated into the CRM.