SmartDSACRM
DSA Simplified. CRM Built for Direct Selling Agents.
Track loan leads, manage referrals, automate commissions & invoices — all in one platform.
DSACRM: Your All-in-One Platform for Efficient Loan and Incentive Management.
Top Features
Effortless Loan Management
Easily track loan applications, manage essential documents, and receive real-time status updates.
Lead Incentive Management
Manage channel partner and employee incentives, ensuring accurate tracking of performance-based rewards.
Financial Management
Automate invoicing, manage payment receipts, and track payouts for partners and employees.
Loan Status Tracking
Track loan statuses by account manager, generate reports, and gain performance insights.
Admin Dashboard
Manage all loan statuses, track customer and employee applications, and view monthly loan activities at a glance.
Additional Features
Access customizable dashboards, detailed reports, and secure data management for enhanced loan processing.
Why SmartDSACRM?
Built for DSAs, Trusted by Professionals
SmartDSACRM is a dedicated CRM designed specifically for Direct Selling Agents (DSAs) working in the loan and finance space. We help you manage leads, streamline approval workflows, and track commissions from a single, easy-to-use dashboard. About Us
Top Features and Highlights of SmartDSACRM
Discover the key features that make SmartDSACRM the ultimate solution for managing loans and incentives in the financial sector.
Multiple Bank Offer Comparison
Compare loan offers from multiple banks, access detailed insights, and receive tailored recommendations.
Multiple Bank Loan Status
Easily monitor loan statuses across various banks, providing you with a comprehensive overview of your financial commitments.
Document Tracking & Updates
Monitor the status of your document submissions and receive notifications on approval.
Sanction & Disbursement Tracking
Track loan sanction statuses and monitor the disbursement process to ensure timely fund release.
Pricing plans
Work efficiently with SmartDSACRM
Explore More PlansBasic
( Limited User )
Rs.5,499/Yearly
- Limited User
Advance
( Limited User )
Rs.9,999/Yearly
- Limited User
Premium
Limited User
Rs.19,499/Yearly
- Limited User
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Read moreSmartDSACRM Pricing & Payment FAQ
We offer four pricing plans to meet various business needs:
the Basic Plan for small organizations, the Advance Plan for
medium-sized businesses, the Premium Plan for large enterprises,
and the Enterprise Plan for tailored solutions. Discover our
affordable options on our Pricing Page.
Each plan includes essential features like customer management,
automated reporting, and task scheduling.
The Standard and Premium plans offer additional features such as
advanced analytics, multi-branch support, and custom CRM integrations
. For a full comparison of features,
please visit our Pricing Page.
Unfortunately, we do not offer a free trial. However, you can explore our top features and see how
SmartDSACRM can transform your loan management experience before committing
We accept payments via major credit/debit cards, including Visa, MasterCard, and American Express.
You can also choose to pay via PayPal or through bank transfer for annual subscriptions.
Absolutely! You can upgrade or downgrade your plan at any time through your account settings.
Changes to your billing will take effect in the next billing cycle.
No, there are no setup fees. All plans include free onboarding and setup assistance to get your
bussiness
up and running smoothly with SmartDSACRM.
If a payment is missed, we’ll notify you via email. You'll have a grace period of 7 days to update
your payment information. If payment is not received within the grace period, your account may be
temporarily suspended until payment is made.
You can cancel your subscription at any time from your account dashboard. After cancellation, your
account will remain active until the end of the current billing period. There are no cancellation
fees.
We do not offer refunds for the remainder of the billing cycle if you cancel mid-term. However, you
will retain access to your account until the end of the paid period.
Yes, we offer custom pricing plans for large bussiness,chains, and enterprises. Please contact
our sales team for more information on bespoke pricing and solutions tailored to your needs.
Absolutely. We use industry-standard encryption and security protocols to ensure that your payment
information is safe. All transactions are processed through secure payment gateways.
You can manage business loans, personal loans, home loans, car loans, and more.
Yes, you will need to pay an additional fee for both the Google Play Developer and Apple Developer
licenses. Please visit our [pricing plan](#) for more detailed information on the associated costs.
Our system automates the calculation and distribution of incentives for channel partners and
employees based on their performance.
Yes, we can make changes to your app as per your specific requirements. However, please note that
these customizations are subject to cost approval. For more details, please contact our support team
info@msqaure.com
Contact Now!
Whether you’re interested in learning more about SmartDSACRM or want to explore partnership opportunities, our team is ready to help.
