Still running your files from a notebook?
Paper remembers nothing. Software forgets nothing. The whole consultancy on one screen — who to call, what's pending, what got sanctioned.
Lead capture from everywhere
Walk-ins, referrals, website forms and ad leads land in one pipeline — assigned, scored and never lost in a notebook.
Document tracking per loan type
Each loan type has its checklist. See what's collected, what's pending, and let reminders chase the rest on WhatsApp.
Multi-bank submissions
Track which lender each file went to, sanction status and rates — commission-ready reports across every bank you work with.
Follow-ups on autopilot
Status updates and reminders go out on WhatsApp, SMS and email based on the file's stage. Customers stay informed; your team stays free.
Disbursal & performance reports
Files closed, amounts disbursed, conversion by source and by executive — the numbers that run the business, always current.
Audit-ready by default
Every action stamped and logged. When a bank or a customer asks "what happened with this file?", the answer is one click.
First built for Varahi Fin Care
Challenge → build → outcome. This is the platform we now tailor for other consultancies.
From WhatsApp chats and registers to one pipeline
The challenge: leads arriving on phone calls and WhatsApp, documents scattered across chats, follow-ups living in people's heads — and no single view of which files were moving.
What we built: a lending CRM around Varahi's real workflow — lead capture, per-loan-type document checklists, bank submission tracking, and automated WhatsApp, SMS and email follow-ups at every stage.
The outcome: every enquiry tracked from first call to disbursal, documents chased automatically, and a consultancy that runs on a dashboard instead of memory.
Get a CRM shaped to your workflow"Earlier we searched three places to answer one customer. Now the file speaks for itself."
— Team Varahi Fin CareBetter together with the AI Telecaller
The CRM knows who to call. The AI Telecaller makes the call — in Telugu or English — and writes the outcome back.
1. New lead arrives
The CRM captures it and the AI agent calls within seconds to qualify.
2. Documents pending
The agent reminds the customer on call and WhatsApp until the checklist is green.
3. You close the file
Your team steps in for the human moments — negotiation, sanction, disbursal.
Frequently asked questions
Which loan types does the CRM support?
All of them — home loans, personal loans, business loans, loans against property, vehicle loans and gold loans. Each type gets its own document checklist and pipeline stages.
Can it send WhatsApp and SMS follow-ups automatically?
Yes. Document reminders, status updates and follow-ups go out automatically on WhatsApp, SMS and email based on the file's stage.
Is it built for DSAs working with multiple banks?
Yes. Track which bank each file is submitted to, its sanction status, and disbursal — with commission-ready reporting across lenders.
Can Fluxify customise the CRM for my consultancy?
That's exactly what we do. The CRM was first built end-to-end for Varahi Fin Care, and we tailor stages, documents and reports to your workflow.
Run your consultancy from one screen.
Book a demo and we'll walk you through the Varahi build — then map it to how your files actually move.