A pipeline that never loses a lead
Move every case through six stages, from first call to loan retention, with a clear next step at each one.
CallbackFollow-upLoginSanctionDisbursedLock-in watch
Loan CRM software for DSAs and loan agencies in India
Run your whole loan business from one app.
Track every lead, match it to the right bank, pay partner commissions and keep your field team accountable. All from your phone.
- All features in every plan
- Guided setup
- Works on any phone
Lead Management
Team Tracking
AI Copilot
Eligibility Check
Disbursement Tracking
MIS & Reports
Call & Reminder
Follow-ups
23Lenders in the policy engine
6 stagesFrom callback to lock-in watch
Face + locationVerified attendance
Any phoneInstall from the browser
We saw the same problem in every DSA office.
- Calling ran on paper.Registers, notebooks and loose sheets for every single call.
- Following up on every lead was a struggle.Callbacks were forgotten and nobody was sure who had called whom.
- Nobody had a clear picture.Owners could not see what the team actually did today.
So we built a modern answer.
Not a single lead gets missed.
Every lead, call and follow-up lives in your own database. It is organized, it is always there, and it is ready when you need it.
See it in actionEverything a loan team does, in one place.
Stop switching between sheets, chats and calculators.
Bank matching
Check a customer against 23 lenders and see who is likely to approve.
Partner commissions
Set each DSA's rate. Payouts and GST are worked out for you.
Calling engine for your telecallers
Upload customer data, assign it to telecallers, work through the calling queue, and bring old leads back with rechurn campaigns.
Callback reminders
An overdue callback rings until someone acts on it. Staff must set the next action date before closing a call.
Lock-in reminders
Disbursed loans are watched against each lender's lock-in period. When it ends, you get an alert to offer a balance transfer or top-up.
Attendance
Staff check in with a face scan and check out from the right location.
WhatsApp and push alerts
Follow-up reminders reach your team, and your customers, even when the app is closed.
How a loan moves through Tracking Radar
From the first call to your next opportunity with the same customer.
Callback
New lead, call scheduled
Follow-up
Discuss and collect documents
Login
File with the right bank
Sanction
Track the bank's decision
Disbursed
Record it, calculate commission
Lock-in watch
Alert when a balance transfer is due
Simple pricing. Every feature included.
Pay for the seats you need, plus a one-time setup.
10 seats
For small teams
₹6,499 / month
+ ₹1,499 one-time setup
- Up to 10 team members
- All features included
- Guided setup
Most popular
20 seats
For growing teams
₹9,999 / month
+ ₹1,499 one-time setup
- Up to 20 team members
- All features included
- Guided setup
Enterprise
For large DSAs
Let's talk
Pricing built around your team
- More than 20 team members
- All features included
- Priority onboarding
Questions we hear most
What is a loan CRM?
A loan CRM is software that tracks every loan lead from the first call to disbursal, schedules callbacks and follow-ups, and records the work of your team. Tracking Radar is a loan CRM built for DSAs and loan agencies in India.
Is there CRM software made for DSAs in India?
Yes. Tracking Radar covers lead management, telecalling, bank eligibility across 23 lenders, DSA partner commissions with GST, staff attendance and balance transfer lock-in alerts.
Does it remind us about callbacks and follow-ups?
Yes. Overdue callbacks ring until someone acts on them, and follow-up reminders reach your team by push notification and WhatsApp.
Can it alert us when a loan lock-in period ends?
Yes. Disbursed loans are tracked against each lender's lock-in period, and you get an alert when it ends so you can offer a balance transfer or top-up.
Who is it for?
Loan agencies, DSAs, and their field and telecalling teams.
Do my employees need to install anything?
No. It runs in the phone browser and can be added to the home screen like an app.
Which banks are covered?
23 lenders at the moment, and your admin can update policies when a bank changes its rules.
What does the price include?
Every plan includes all features. You pay for the number of seats, plus a one-time setup fee of ₹1,499.
We have more than 20 people. What then?
Choose the Enterprise plan and contact us. We will build a price around your team size.
How do we get started?
Request a demo. We will set up your account, add your team and walk you through the first leads.
Loan CRM software for DSAs across India
Tracking Radar is a loan lead management and telecalling CRM for DSAs, loan agents and loan agencies. It handles personal loan, home loan, business loan, loan against property and credit card leads, from the first callback to disbursal and the later balance transfer.
Teams in Delhi NCR, Mumbai, Pune, Bengaluru, Hyderabad, Chennai, Ahmedabad, Kolkata, Jaipur, Lucknow and other Indian cities use it on their phones to track leads, compare bank policies, calculate DSA commission with GST, mark staff attendance and get lock-in and callback reminders.
DSA CRM software Telecalling CRM for loans Loan lead management software Loan lock-in alert software
See it working for your team.
Tell us a little about your team and we will set up a demo. Prefer WhatsApp? Message +91 98333 48737.