CRM for Loans & Finance
The CRM for loan agents and DSAs
Filter low-CIBIL and no-income enquiries fast, collect documents on time, and show Meta which applicants actually get disbursed.
Sound familiar?
What goes wrong with loans & finance leads today
Files stuck waiting for documents
No view of which campaign brings disbursals
How Purplead fixes it
Set up for loans & finance from day one.
Stages from document collection to disbursal
Document pickup reminders for your team
Mark rejected leads so Meta finds eligible applicants
Your pipeline
Stages your team already uses
Ready the moment you sign up. Rename or add stages any time.
- 1New
- 2Contacted
- 3Documents Collected
- 4File Login
- 5Sanctioned
- 6Disbursed
Document pickupFollow-up type with reminders
“Salaried ₹45k/month, wants ₹5L personal loan, CIBIL around 750”Notes your team writes after a call
Documents listReady WhatsApp template
The Meta feedback loop
Your team marks leads. Meta finds more like the good ones.
Run ads
Yourself, your team or any agency.
Leads land in seconds
With campaign, ad set and ad.
One tap after the call
Qualified · Not qualified · Junk · Dead
Meta learns
And finds more people like your best applicants.
₹1,299 a monthAll features · unlimited users · unlimited leads
See all plans
Free 20-minute demo
Get Purplead set up for your loans & finance business.
- We connect your Facebook page
- Set up stages for your business
- Show your team how to mark leads
Already sure? Pick a plan and start today
Step 1 of 2
Book your free demo
Takes 10 seconds. We call you on WhatsApp.