ESSL Attendance
Biometric machine, attendance and employee data integration.
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.
0
faster disbursal cycle
0
EMI follow-ups
0
per branch
100% free · No signup required
Need an invoice right now? Generate one free.
Skip the spreadsheet. Add your logo, company, customer and bank details, and download a professional GST-ready invoice as a PDF — free, in under two minutes.
- ✓GST-ready formatting, built for Indian businesses
- ✓Add your own logo and bank details
- ✓Instant PDF download, nothing to install
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.
01
Case & client pipeline
Track every application, deployment or campaign from intake to close.
02
Field staff attendance
Selfie + GPS check-in for guards, drivers and field teams, wherever they are.
03
Auto-generated reports
Client-ready reports and dashboards build themselves as work gets done.
04
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 pricing- ✓GST invoices, e-way bills & Tally export
- ✓Inventory & multi-location stock control
- ✓Staff attendance (selfie + GPS) & auto payroll
- ✓CRM, leads & follow-up reminders
- ✓Reports, dashboards & AI assistant
- ✓Android & iOS app with offline mode
- ✓Automatic daily cloud backup
- ✓Pre-configured for your exact industry
Also built for these industries
🍽️Restaurants & Cafes🏨Hotels & Resorts🏠PG & Hostels🏥Hospitals & Clinics🏋️Gyms & Fitness Studios💍Jewellery Stores🖨️Printing Press⚙️Manufacturing Units🏗️Contractors & Infra🏢Real Estate Agencies🛋️Interior Design Studios💰Finance & Loan Agencies📈Broking & Financial Services🛡️Security Agencies📣Digital Marketing🚚Transport & Logistics🎓Schools & Coaching📚Libraries & Study Halls🚗Car & Vehicle Rental🛒Retail Stores & Shops🦷Dental Clinics💼Freelancers & Consultants🛠️Service Businesses✈️Travel Agencies🚛Fleet & Truck Management
Why Finance & Loan Agencies choose CRM Force
Where do loan applications actually stall — sourcing or underwriting?
Most commonly in the handoff between them, when a case moves from an agent's WhatsApp thread into an underwriter's inbox with no shared record. CRM Force runs applications through a single pipeline from sourcing to underwriting to disbursal, so every case has one visible status, not three conflicting ones.
Once disbursed, EMI schedules and follow-ups run on their own — reminders go out ahead of due dates automatically — so a DSA or lending agency isn't tracking repayment manually alongside sourcing new business. Field agents' visits are logged with geo-location attendance, and their payroll runs from the same attendance record.
Questions
Frequently asked questions
Yes. Each case moves through a single pipeline — sourcing, underwriting, disbursal — with one visible status rather than separate trackers.
Yes. EMI schedules are generated at disbursal and reminders go out automatically ahead of each due date.
Yes. Cases can be tracked per lender and per product, with reporting that separates sourcing volume and disbursal by lender.
Yes. Selfie + GPS attendance covers field agents, and billing/payouts can be tied to verified visits.
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.