- Buopso is built with your business needs in mind, ensuring a 360-degree coverage of your business.
- Handle large volumes of leads, close deals faster, and earn higher commissions with a DSA CRM tailored to your growth.
DSA CRM
Best Loan DSA CRM Software
Buopso’s DSA CRM is a smart, all-in-one platform designed for business growth. Manage leads, track agent performance and commissions, and build customer relationships.
Top DSAs need intelligent solutions that adapt to their needs
And inspire them to work smarter to beat the competition.
Lead Management
Online portals, referrals, or direct contacts – get your loan and credit card inquiries from multiple sources into a centralized system. Save time and increase conversions by tracking, nurturing, and converting leads from a single platform.
Assign loan and credit card inquiries in the simplest and smartest way – just a few clicks, and it’s done! Track agent progress in real time. Focus on building relationships and driving sales.
CRM
Manage clients based on their financial needs. Track sales, and nurture relations with personalized communication from a single intuitive platform. Speed up the processing of loans and credit cards with smart document verification and timely follow-ups.
Track communication with clients in real-time. Ensure more business opportunities with personalized loan and credit card recommendations. Give your agents a productive environment to focus on what matters – closing deals.
Invoice Management
Seamlessly work with all the details of your loan and credit card sales, from agent commissions and processing fees to referral bonuses and service charges.
Simplify billing and invoicing workflows. Reduce errors and automate processes from quote to payment. Bring speed and precision with an invoicing solution that adapts to your needs.
Approval Management
Remove obstacles faced in paperwork for quicker loan and credit card sales. Introduce approval mechanisms for loan applications, interest rate changes, financing options, and partner engagements to improve processes.
Improve decision-making by ensuring compliance. Eliminate errors and enjoy productivity from a centralized approval platform. Strengthen trust with real-time tracking and transparent reporting.
Document Management
Smartly handle customer documents, KYC verification, and lender approvals. Store, retrieve, and manage critical paperwork from a centralized platform that helps you make the documentation process fast and error-free.
Streamline workflows for loan applications, credit assessments, and partner engagement. Ensure compliance and reduce manual errors to aid decision-making from the unified document control panel.
Buopso Forms
Ensure seamless data collection for loan applications. From applicant details, income proofs, and CIBIL score checks, to bank statements and employment verification data, Buopso Forms helps DSAs streamline documentation.
Craft professional forms quickly by using the intuitive form canvas and simply dragging and dropping elements. Collect data exactly according to your requirements.
BUOPSO DASHBOARD
Insights at your fingertips
Buopso’s DSA CRM dashboard brings your data to life with dynamic visualizations. Gain insights from credit history, repayment behavior, and outstanding dues to make the correct lending decisions.
Let your data speak!
A variety of charts that make your data provide actionable insights. Let bar, line, pie, funnel, and number charts uncover the hidden trends and metrics of your business performance.
Make spreadsheets history
Working with spreadsheets can be time-consuming, especially with tasks like data entry, lead tracking, and finding duplicate data. Buopso lets you automate such tedious tasks and lets you invest your time in nurturing leads and closing deals.
Let’s Automate!
With the automation feature, you can automate repetitive tasks like data entry, qualifying inquiries, and contact and deal creation.
- Set up triggers, add conditions, and map your fields with just a few clicks to set up automation.
- Buopso’s smart automation lets you manage boring and recurring tasks with ease. Say no to manual DSA processes!
Buopso Mobile CRM
Empower your DSA team with Mobile CRM
Give your DSA business a competitive advantage by making decisions in real time with Buopso’s Mobile DSA CRM. It doesn’t matter where you are!
- Buopso’s Mobile DSA CRM gives your team access to lead data, customer profiles, and sales opportunities – no matter where they work from.
- Stay connected, gain instant access, lead your team from anywhere, and never miss an opportunity.
Built-in Dialer
Make calls with just a tap from the lead view of Buopso.
Mobile Analytics
Access performance metrics and gain insights directly from your mobile.
Activity Tracking
Monitor your agents and their tasks in real time, even when you are on the move.
Timely Reminders
Stay on top of critical tasks and opportunities with regular, automated reminders.
Tailor to perfection
Customize Buopso to make it work the way you like. Without coding!
Custom Fields
Collect the precise data you want, formatted your way.
Custom Templates
Build templates once and reuse them as many times as you like.
Custom Forms
Capture financial details by designing forms that adapt to your needs.
40%
Reduction in customer acquisition costs
300%
Increase in lead conversion rates
50%
Increase in agent productivity
Easy Integration
Connect the tools you use every day
- Buopso’s DSA CRM integrates and functions smoothly with the tools you use daily for your business operations.
- Make the most of third-party applications with Buopso, enabling smooth collaboration with your preferred tools, apps, and platforms, to achieve a seamless loan process from lead capturing to offer generation.
All the useful tools
for DSA business to connect seamlessly with Buopso.
Features Your Team Will Love
And make your team’s work more impactful and efficient.
Productivity simplified.
Stay on top of your work with smart organization, easy access, and effortless coordination.
One platform. Total control.
Streamline operations, track progress, and maintain data integrity from a single intuitive platform.
Frequently Asked Questions
Find answers to the most common questions about Buopso CRM
1. What challenges does a DSA CRM software solve?
A DSA CRM helps you maximize opportunities by handling vast volumes of deal data and tracking the contacts. It centralizes the customer data in one place allowing real-time access to all team members. You can also track agent performance and sales data in real-time. A DSA CRM also helps you communicate with clients efficiently.
2. What are the features of Buopso DSA CRM?
Buopso’s DSA CRM helps you maintain detailed customer profiles with their transaction history. Custom Forms let you record financial details. You can sort data by loan type, credit score, or application status in pipelines. Automation saves time and charts offer insights into sales performance.
3. Can I import my existing loans and lending data?
Yes, you can effortlessly import your existing loans and lending data into Buopso DSA CRM. You can import CSV, XLS, or XLSX files into the Buopso with just a few clicks from the deal view. Buopso offers automatic field mapping that saves you time and effort while importing the records.
4. How can I get started with Buopso?
It’s easy to start with Buopso CRM. Simply fill out the signup form. After signing up, you will be led to the login page. Enter the credentials and you are all set to use Buopso CRM. The software is free for one user. If you face any problem in onboarding, don’t hesitate to contact our support desk.
5.Will Buopso’s DSA CRM integrate with the tools that I am already using?
Absolutely! Buopso’s DSA CRM is created keeping in mind the flexibility and ease of integration. Buopso ensures seamless compatibility with the tools you are already using in your business. Our team will work closely with you to connect the tools smoothly ensuring unhindered workflow and efficiency.
6. Is my data safe and secure with Buopso?
We understand the value of your privacy. Your data is secure with Buopso. We keep your data protected by employing encryption methods during transmission and storage. Our protocol follows strict access controls to ensure that only authorized personnel can access your data. Also, we continuously monitor our systems to prevent unauthorized breaches.
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