T3 Loan DSA
CRM in
Mumbai
Manage All Branches Under One Roof
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Branch/ Team
Management
You can add several branches in one software and manage multiple teams from one connected system.
One or all branches can have multiple team leaders who lead each team.
Marketing Team
T3 Loan DSA CRM System helps the marketing team store scattered data gathered via:
- Campaigns
- Collaborations
- Survey
This collected data is forwarded to employees under TL for further process.
Data Calling Process
Auto Dialer
The T3 DSA features an auto-dialer that automates phone calls, reducing manual dialing work and improving calling efficiency.
Contact Management
DSAs can manage lead databases by recording contact details and categorizing leads by interest or loan type.
Follow-up
DSAs can schedule calls, reminders, SMS and email follow-ups until the lead is converted or closed.
Upload Data For Companies
Customer Invoicing and Collection
capture
optimization
management
Management
Segmentation
Management
reminders
Employee
Incentive
Calculator
T3 Loan DSA calculates sales employee incentives by multiplying sales performance by a predefined commission percentage.
Incentive = Sales Performance × Commission Percentage behind every lead.
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