Everything You Need: Deals, Leads & Projects in One Place
CRMS unifies your workflow with dedicated dashboards tailored to sales, CRM, and project management.
Dashboard
Agents
Customer List
Check Cibil
Leaderboard
Agent Access Pricing
Choose the duration that best fits your business operations. All plans grant full CRM capability per agent registered.
Yearly
$ 2 per Month per agent 12 Month access from registration
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12 Months Access
SemiAnnual
$ 3 per month per agent 6 Month access from registration
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6 Months Access
Quarterly
$. 4 per month per agent 3 Month access from registration
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3 Months Access
Monthly
$ 6 per month per agent 1 Month access from registration
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1 Months Access
Activate Your 360-Hour Admin Trial
Begin your complimentary 360-hour trial today to test our complete CRM solution.
Pricing Summary
$15.00
One-time Fee for Admin Lifetime Access
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There are no hidden fees—just straightforward, competitive pricing based on the role your team needs.
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A Single Payment of $15.00 for Lifetime Access!
What DSA CRM does:
DSA CRM is a CRM for DSA, loan, finance, and sales businesses. It helps manage leads, calls, follow- ups, agents, customer details, and sales performance from one platform, helping teams improve productivity and increase conversions.
Main features:
DSA CRM helps DSA and loan businesses manage their complete sales process in one place. It offers automatic lead capture from Google & Facebook Ads, lead management, phone dialer, call tracking, follow-up reminders, agent management, loan application tracking, dashboards, and reports—helping teams save time, improve productivity, and convert more leads.
Who It Is For:
DSA CRM is ideal for DSAs, loan agents, financial consultants, sales teams, NBFCs, and businesses that generate and manage leads through Google Ads, Facebook Ads, and phone calls.
What data it accesses:
DSA CRM accesses customer lead data from Google and Facebook/Meta Ads, including information submitted through Facebook Lead Forms and Google lead/inquiry forms, to automatically capture and manage inquiries in the CRM.
Why It Needs This Data:
DSA CRM needs this data to automatically capture, organize, and manage customer inquiries from Google and Facebook/Meta Ads, so businesses can quickly follow up with leads and improve their sales process.
Contact/support information
For any support, technical issues, or assistance, email us at info@techwhizzc.com.
Explore Our Product Demos
Watch these quick videos to understand how our Dialx CRM works and helps grow your business.
Dialx CRM Overview & Lead Management
Learn how to capture and manage loan leads efficiently.
Agent & Workflow Tutorial
Discover role-based access, document verification, and reporting.
CRM Access Registration
Showcasing the specialized views and tools available to each user role
Dashboard
Shared Leads
Logged In Leads
Processing Leads
Processing Leads
Leads Report
Not Interested Leads
Manage Profile
Dashboard
Payout History
EMI Calculator
Shared Leads with Backend
Approved Leads
Dashboard
Followup Leads
EMI Calculated
Dashboard
Check Cibil
Agents
Leaderboard
Customer List
Supercharge Your Sales With Our Mobile App
Manage your entire business workflow on the go. From lead generation to closing deals, our mobile-optimized CRM keeps you productive everywhere.
- Real-time Lead Notifications
- Advanced Performance Analytics
- Seamless Team Collaboration
Unlock the Full Potential of Your CRM
Role-Based Dashboards
Get customized dashboards for Admins, Agents, Backend Agents, and Supervisors—tailored with specific data views, permissions, and actions based on user roles.
Lead Assignment & Tracking
Assign, reassign, and track loan leads in real time with instant status updates, follow-up reminders, and performance tracking.
Activity Logs & Audit Trails
Capture every agent action—from lead edits to follow-ups—ensuring complete transparency, compliance, and accountability.
Access Control & Permissions
Set precise role-based permissions to control access to sensitive data, manage editing rights, and maintain secure operations across all user types.
Document Management System
Easily upload, verify, and manage loan documents within the CRM—covering KYC, financial records, and loan agreements all in one place.
Reports & Performance Analytics
Analyze productivity, conversion rates, and lead pipelines with visual dashboards, interactive charts, and downloadable reports.
Your Business, Your Way.
No one-size-fits-all here—get a fully customized solution built around your goals. Tell us what you need, and we’ll craft the perfect tool to power your success.
Common Questions, Simple Answers
The CRM captures loan leads automatically, routes them to the right agent based on workload and territory, tracks every call and follow-up, and displays real-time status updates — giving your team full visibility from first contact to loan disbursement.
Yes. Every lead shows its current stage, last contact date, and next follow-up reminder on a live dashboard, so admins and supervisors can monitor progress without needing manual status reports from agents.
Agents handle direct lead contact, calling, and follow-ups on assigned leads. Backend users manage document verification, KYC processing, and loan file compliance — each role has a separate dashboard with permissions matched to their responsibilities.
Yes. Pricing starts at ₹99 per agent per month with a 96-hour free trial, making it accessible for small DSA teams while offering the same lead tracking, document management, and reporting tools larger teams use.
Yes. The CRM is fully mobile-optimized, letting agents manage leads, log follow-ups, and view performance analytics from their phone or tablet without needing a desktop connection.
You can upload, verify, and store KYC documents, financial records, PAN cards, shop act registrations, and loan agreements directly within the CRM, keeping all compliance paperwork organized in one secure location.
Plans range from ₹99 per agent/month (yearly, best value) to ₹175 per agent/month (monthly, no commitment). A one-time admin lifetime access fee of ₹1,416 is also available with no hidden charges.
Yes. TechWhizzC CRM offers a complimentary 96-hour admin trial so you can test the full platform — lead tracking, document management, and reporting — before committing to a paid plan.
Trusted by Vendors Nationwide
Total Vendors
Satisfaction Rate
Vendor Support
Data Security
Real Feedback from Our Satisfied Customers
"I think this product is really good. It is very easy to use. It looks great. The product works well. I have not had any problems, with it. I think Indian businesses should definitely try this product."
Design Quality
— Ravi Sharma, Delhi"I used their CRM with our local sales team, and the support was fantastic. The team was quick to respond on WhatsApp and solved all my queries instantly."
Customer Support
— Priya Mehta, Mumbai"The support team helped me with setup at night because I had a busy schedule. They were very polite, very professional and very quick, with their service. Thank you."
Design Support
— Ankit Verma, Bangalore
Comprehensive Features for seamless integration
Bootstrap
Fully Responsive
Pure Javascript
Cross Browser
Quick Support
Easy Customization
Lifetime Free Updates
Quality Code
Premade Layouts
Light Weighted
Speed Performance
Well Documentation
Your CRM. Anytime. Anywhere.
Stay productive wherever you are with our mobile-optimized CRM. Track leads, manage follow-ups, and close deals right from your phone, tablet, or laptop—smooth, fast, and absolutely free.
Reach Out to Our Team
Have questions? We'd love to hear from you. Send us a message and we'll respond as soon as possible.
Get In Touch
Contact us for any technical support or partnership inquiries.
Our Office
Ivory Tower, Satara Rd, Bibwewadi, Pune 411037
Email Us
info@techwhizzc.com
Call Us
+91 7028372945
