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
Incompleted Leads
Disbursed Leads
Leads Report
Activate Your 48-Hour Admin Trial
Begin your complimentary 48-hour trial today to test our complete CRM solution.
Pricing Summary
Rs.1,000.00
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 ₹1,000.00 for Lifetime Access!
Transform Your Business with Our Advanced CRM
Streamline your sales, automate your marketing, and build stronger customer relationships with our all-in-one CRM solution.
CRM Access Registration
Showcasing the specialized views and tools available to each user role
Dashboard
Deals Dashboard
Deals Dashboard
Dashboard
Incompleted Leads
Completed Leads
Logged In Leads
Disbursed Leads
Dashboard
Incompleted Leads
Completed Leads
Shared Leads
Disbursed Leads
Deals Dashboard
Deals Dashboard
SMART CRM SOLUTIONS
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
Our CRM simplifies the entire lead process—capturing new leads, routing them to the right agents, tracking every interaction, setting follow-up reminders, and keeping status updates visible at every stage of the loan journey.
Yes! You can monitor every lead as it moves through the pipeline with instant updates and progress tracking.
Agents handle direct client interactions and lead follow-ups, while Backend users manage documentation, verification, and behind-the-scenes processing to keep operations running smoothly.
Trusted by Vendors Nationwide
Total Vendors
Satisfaction Rate
Vendor Support
Data Security
Real Feedback from Our Satisfied Customers
"Excellent product! Very simple to use and beautifully designed. Works smoothly without any glitches. Highly recommended for Indian businesses."
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 late at night due to my busy schedule. Very polite, professional, and quick 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
