A CRM that closes more loans.
Loan applications, document collection, KYC, eligibility, follow-ups and disbursal — all in one CRM, all on mobile.
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Loan sales are a paperwork sport. The right CRM wins it.
Loans aren't won on pitch — they're won on speed of documentation and follow-up across multiple lenders. A purpose-built CRM is the difference between 5 disbursals a month and 50.
Pacewalk's finance CRM ships with document-collection workflows (WhatsApp link → upload → OCR), KYC integration, eligibility calculators, multi-lender API logging and commission tracking.
- What is it
- CRM for loan & finance companies — DSAs, NBFCs, loan agencies — covering applications, document collection, KYC, eligibility, lender APIs and disbursal tracking.
- Who it's for
- DSAs, NBFCs, loan agents and finance consultants in personal loans, home loans, business loans, LAP and credit cards.
- Cities served
- Chandigarh, Mohali, Zirakpur, Panchkula, Bathinda, Punjab, India
Built for crm for loan & finance companies that scales.
360° customer view
Every call, email, WhatsApp, deal and ticket in one timeline.
Click-to-call & WhatsApp
Reach leads in one tap; calls and chats auto-logged.
Smart pipelines
Drag-and-drop deal stages with auto-assignment & SLA timers.
Follow-up reminders
Never miss a callback — automated alerts on mobile and web.
Real-time dashboards
Sales, source ROI, team performance — live KPIs for owners.
Role-based access
Granular permissions so each user sees only what they should.
Why businesses pick Pacewalk for crm for loan & finance companies.
Save 20-40% of operational time
Automating repetitive work frees your team for what matters.
Faster lead response
Cut first-response time from hours to seconds.
Better decisions
Real-time dashboards replace gut-feel and Excel sheets.
Work from anywhere
Cloud + mobile access for owners and teams on the move.
Our delivery process
Discovery & scope
Free 30-min call to map workflows, modules and integrations.
UI/UX prototype
Clickable Figma prototype you can validate with your team.
Agile build & demos
2-week sprints with live demo every Friday — no surprises.
Launch & training
Deployment, team training, 30-90 days post-launch support.
Book a free demo of our CRM for Loan & Finance Companies.
See it live, ask anything, get a custom quote — no obligations.
CRM for Loan & Finance Companies services across India & globally.
Pacewalk delivers crm for loan & finance companies to clients in Chandigarh, Mohali, Zirakpur, Panchkula, Bathinda and across India — with global delivery to Canada, Australia and New Zealand.