Financial Services CRM for loans, wealth and advisory teams
Manage loan applications, investment clients, KYC and relationship managers with secure, compliant workflows and complete client history.
Performance trend
Pipeline
Files awaiting documents
- Ramesh TradersBusiness loan ₹40LITR pending
- S. KrishnanHome loan ₹65LProperty docs
- Meera FoodsMSME ₹18LBank statement
DealTrako Financial Services CRM is designed for NBFCs, DSAs, wealth managers and advisory firms. Track loan files from lead to disbursement, manage portfolios and stay compliant with KYC and audit trails.
Why financial services teams outgrow spreadsheets
Loan files stuck
Applications stall waiting for documents and approvals.
Loan file workflow
Stage-wise checklists from lead to disbursement.
KYC compliance
Documents and verification status are hard to audit.
KYC repository
Verified documents with expiry and audit trail.
RM relationship gaps
Client reviews and cross-sell opportunities are missed.
Client review scheduler
Periodic reviews and cross-sell prompts.
Multiple lenders
DSAs juggle files across many banks and NBFCs.
Lender mapping
Track files and payouts by lender.
Everything your financial services team needs
Lead & applicant management
Applicants, co-applicants and guarantors.
Loan application workflow
Login, sanction and disbursement stages.
KYC & document management
Secure document storage with verification.
Lender & product master
Banks, NBFCs and product eligibility.
EMI & eligibility calculator
Quick eligibility checks.
Wealth client portfolios
Holdings, goals and reviews.
Relationship manager desk
Book of clients and activities.
Payout & commission tracking
Lender payouts and sub-DSA commissions.
Compliance audit trail
Every change logged.
Your financial services workflow, simplified
Capture applicants
Leads with requirements and eligibility.
Collect & verify documents
KYC and financials with checklists.
Process with lenders
Log in files and track sanction.
Disburse & service
Record disbursement, payouts and reviews.
Results financial services teams can measure
Typical improvements reported by teams after moving from manual processes to DealTrako. Actual results vary by business.
Faster turnaround
Stage checklists.
Audit readiness
Complete trails.
Cross-sell revenue
Review prompts.
Payout accuracy
Automatic tracking.
Financial Services CRM pricing
Prices in INR, exclusive of GST · Showing pricing for Financial Services CRM
Free
For small teams getting started
- Users: Up to 3
- Storage: 500 MB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Starter
For growing sales teams
- Users: 3 – 25
- Storage: 5 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Professional
For teams that want automation
- Users: 5 – 250
- Storage: 50 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Enterprise
For large and complex organisations
- Users: 50+ (custom)
- Storage: 500 GB+
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
View Live Demo
Explore a live Financial Services workspace with sample data.
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Free for up to 3 users. No credit card required.