*astCRM

CRM for Loan Aggregators and Debt Collections

✅Get unlimited users
✅Integrated phone system
✅Seamless integration with other applications

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Our Happy Clients

Standout features that keep us at the top!

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  • Unlimited users
  • No licensing cost
  • Fully integrated phone system / Inbuilt Dialer
  • Customer’s past payment history
  • Record every reminder and bounce call
  • Promised to pay and claims paid tracker
  • Android app for field staff
  • Easy integration with other applications (Email, SMS, WhatsApp, Website, SAP, Oracle, Tally, etc)
  • Easy customisation as per your requirement
  • Performance analytics
  • Generate custom reports
  • 24/7 Support

Equip your team with the tools they need to succeed.

How does *astCRM help your business excel?

Comprehensive Loan Management

Easy Application Processing:

Automate and simplify loan applications, reducing approval times and improving customer satisfaction.

Customer Insights:

Access detailed profiles and financial histories to make informed lending decisions.

Real-time Tracking:

Monitor loan statuses and manage multiple applications seamlessly.

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Debt-Collection-CRM

Efficient Debt Collection

Automated Follow-ups:

Schedule reminders and follow-ups to ensure timely repayments.

Customizable Workflows:

Tailor debt recovery processes to fit your business needs.

Integrated Communication System:

Connect with borrowers via email, SMS, and call directly from the CRM dashboard.

Enriched Analytics and Reporting

Performance Metrics:

Gain insights into team performance and loan portfolio health.

Custom Reports:

Generate reports to analyze trends, forecast outcomes, and make data-driven decisions.

Dashboard View:

A single, comprehensive view of all critical metrics and KPIs.

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CRM-with-Seamless-Integration

Seamless Integration

Multi-platform Compatibility:

Easily integrate with existing systems and other applications for a cohesive workflow.

Data Security:

Ensure data integrity and security with robust encryption and backup solutions.

Easy to use Finance CRM to manage all your activities in one place

Why do companies love *astCRM?

Lead Management:

  • Capture and track leads from all sources
  • Sales pipelines management
  • Evaluate the lead process and de-duplication
  • Track conversion to opportunity & customer

Ticket Management:

  • Track every customer interaction
  • Easy ticket management
  • Reduce customer time handling
  • Improve customer experience

Activity Management:

  • Easy scheduling of every task
  • Activity tracking – Calls / Emails / Meeting
  • Set reminders to customers
  • Auto notification to the new task assigned

Integrated phone system / Dialer:

  • Integrates with PBX / VoIP
  • Call recording
  • Call logs
  • Missed call reminders

Financial quotes and invoices:

  • Generate custom invoices and quotes
  • Easy retain of all invoices generated
  • Send the quotes and invoice from CRM
  • Auto notification for collections

Marketing Automation:

  • Enable to upload bulk data
  • Easy tracking of campaign effectiveness
  • Email marketing
  • Integration with Email tools – Mailchimp

Empower Financial Service Teams – Achieve Rapid Debt Collection & Predictive Recovery