Built for Services
CRM Force for
Finance & Loan Agencies.
Move applications through underwriting to disbursal with a clear pipeline, and keep EMI schedules and follow-ups on autopilot.
The daily grind
Sound familiar?
Client or case status tracked across scattered spreadsheets
Field staff attendance hard to verify remotely
Reporting to clients or management takes hours to prepare
What you get
Built around how finance & loan agencies actually run
Pre-configured on day one — not a blank system you have to shape yourself.
Case & client pipeline
Track every application, deployment or campaign from intake to close.
Field staff attendance
Selfie + GPS check-in for guards, drivers and field teams, wherever they are.
Auto-generated reports
Client-ready reports and dashboards build themselves as work gets done.
Billing & payouts
Invoice clients and run staff payroll from the same set of records.
Also included
Every plan ships with the full platform.
CRM, HRMS, accounting, inventory and AI — bundled in, not upsold later.
See pricingAlso built for these industries
Why Finance & Loan Agencies choose CRM Force
Loan and finance CRM software built for how you actually run the business
CRM Force is a purpose-built loan and finance CRM software for finance & Loan Agencies across India, combining loan application pipelines, EMI schedules and disbursal tracking into a single dashboard — so owners, managers and staff aren't switching between five different apps. Instead of a generic, blank CRM you have to configure yourself, every field, report and workflow is pre-loaded for finance & Loan Agencies on day one.
Whether you run a single outlet or manage multiple locations, CRM Force gives you real-time visibility into revenue, staff attendance and customer follow-ups from your phone or desktop — with GST-ready billing, automatic backups and an AI assistant included in every plan. Thousands of small and growing businesses in India rely on CRM Force as their all-in-one business management software, and finance & Loan Agencies get a tailored setup with no long implementation cycle.
Questions
Frequently asked questions
Get in touch
Talk to us about Finance & Loan Agencies
Send us your requirement — our team replies within one business day with a tailored demo for your finance & loan agencies business.