Why Excel spreadsheets are costing you disbursals
See how graduating from traditional spreadsheet tracking to automated CRM workflows changes your operational speed.
| Operation | Traditional Excel Method | ArthLyn CRM Method |
|---|---|---|
| Auto Lead Distribution | Manual lead copy-paste into sheets. Causes double-calling, client irritation, and slow follow-ups. | High-Value Upgrade Automated Lead Router. Auto-assigns incoming lead files instantly to telecallers based on products and branch capacities. |
| Mobile CRM & Call Tracking | Telecallers dial manually on personal lines. No tracking of callbacks, due follow-ups, or check-ins. | High-Value Upgrade Android CRM & Dial Companion. Schedules callbacks and follow-ups. Creates loan applications instantly when customer is interested. Enforces check-in & checkout logs work ONLY at office location. |
| Commission Payouts | Manually matching bank logs with agent Excel lines. Takes 3-5 days of stress at month-end. | High-Value Upgrade Automated Sub-Agent Payout Splitter. Auto-computes splits immediately upon disbursal. |
| Eligibility Calculations | Agents calculating DTI ratios by typing numbers into paper sheets. High error rates and bank rejections. | High-Value Upgrade 70% DTI Underwriting Sandbox. Instantly computes Personal, Home, Auto, and Education EMIs. |
| Field Collection KYC | Trusting field agent verbal updates. No way to verify if they actually visited the client's home. | High-Value Upgrade Location-Verified KYC. Enforces GPS geo-fenced check-ins directly on-site at client doors. |
| Data Security & Leaks | Easy database copying. Employees can download the entire Excel client list on a USB drive and walk away. | High-Value Upgrade Lead Security & Audit Controls. No mass downloads allowed. Tracks user login locations and data access. |
| Payroll & Leave Deductions | Manually counting half-days, Saturdays, and sick leaves. High administrative friction and disputes. | High-Value Upgrade DSA-Specific Payroll Engine. Factors Saturdays working and automatically prorates half-day leaves. |
| Document Merging & Share | Agents collect loose paper documents and email separate files. Mismatched files lead to delays. | High-Value Upgrade WhatsApp & Email Dossier compiler. Collects proofs, merges them into a single high-quality PDF dossier, and shares it instantly to banks. |
Features built for Loan DSA owners
Equip your telecallers with dynamic tools to calculate multi-loan eligibility capacity in real-time, automate Saturdays working payroll commissions, and manage branch limits.
Automated Sub-Agent Payout Splitter
Instantly compute fractional payout shares for connectors and sub-agents when banks disburse. Eliminates manual Excel commission splits entirely.
Plug leakage, pay agents faster
70% DTI Underwriting Sandbox
Evaluate applicant capacity across Personal, Home, Auto, and Education loan programs with multi-EMI inputs to align with real credit guidelines before bank submissions.
Avoid bank rejections by 43%
Smart Callbacks & Follow-ups
Track call callback times and due follow-ups. If a customer is interested, convert the lead into a verified loan application dossier with a single click.
Instantly convert interested leads
Office-Only Check-In/Check-Out
Secure geo-fenced attendance checks. Enforces that check-in and check-out logs work only when agents are physically present at verified office locations.
Block remote / fake logins
WhatsApp & Email Dossier Dispatch
Collect client documents, merge them into a single high-quality PDF dossier, and share instantly via WhatsApp or Email channels to bank credit officers.
Accelerate disbursal cycles by 5x
Lead Security & Audit Controls
Prevent client data theft. Monitor exact employee login locations, track data exports, and audit customer database access across all branch offices.
Zero client-data leakage leaks
DSA-Specific Payroll Engine
A payroll utility optimized for DSA operations: factors Saturdays as working, allows 1 paid leave, and dynamically prorates half-days to count net pay accurately.
Cut payroll admin overhead by 80%
OOM-Safe Bank Dossier Compiler
Buffer and assemble heavy multi-page bank file dossiers directly on disk. Prevent server out-of-memory crashes during peak submission hours.
100% uptime during dispatch cycles
Scale your DSA operations in 4 steps
Get your custom tenant dashboard set up with correct payroll rules, onboard telecallers, and track closures.
Deploy Your Dedicated DSA Instance
Claim your agency's secure CRM workspace URL, and configure branch employee profiles.
Establish Commission & Payout Rules
Define commission split shares, set Saturdays working rules, and establish geo-fenced boundaries.
Pre-Screen & Filter Leads Instantly
Query credit bureaus, calculate 70% DTI capacities, and allocate qualified files to telecallers.
Dispatch Dossiers & Split Commissions
Verify document merges, compile bank packages, and auto-payout sub-agent commissions.
Automate compliance, drive disbursal growth.
Stop losing leads to manual spreadsheets. Give your telecallers the tools to calculate capacity immediately across Home, Personal, Auto, and Education loan programs, while enforcing attendance checks.
Sundays Off Rules
Automatically factors Sundays as paid weekly off and counts Saturdays as normal working days.
1 Paid Leave Rule
Allows 1 paid leave per month, counting any excess leave or unexcused absence as unpaid proration.
Capacity Limits
Configure employee counts, active leads volume caps, and disk storage GB to manage agency costs.
Fast Merging & Async Delivery
Buffer large PDF uploads directly on disk, and dispatch async reminders via WhatsApp channels.
CRM plans and pricing for DSA teams
Choose a subscription plan based on team size, branch footprint, lead volume, customer volume, and storage needs.
Starter
Essential CRM plan for new DSA teams that need lead, customer, and application tracking.
₹2,499 effective monthly
Included Features:
14-day trial available
Growth
Expanded CRM plan for scaling DSA operations with branch, team, and workflow controls.
₹6,666 effective monthly
Included Features:
14-day trial available
Enterprise
Advanced CRM plan for multi-branch DSA networks that need higher capacity and priority support.
₹16,666 effective monthly
Included Features:
14-day trial available
Calculate your estimated monthly business value returns
Adjust the sliders below to see how automating commission payouts, location-tracking, and underwriting sandboxes directly adds back to your profits.
Estimated Monthly Returns
₹89,000
Total projected monthly savings
Commission Leakage Saved
₹50,000 /mo
Admin Labor Saved
₹21,000 /mo
Capture a pricing request
Selected plan and price are saved with the public website submission, including billing cycle and plan limits.
Selected plan
Growth
₹79,990 per year
Plan enquiry
Share contact details for the selected CRM subscription.