Good Afternoon, User
Conversion graph ⓘ
● Count
● Trend
Conversion Rate ⓘ
Files to Sanctions
0 / 0
Files in Process (0)
Sanctions & Disbursals
● Sanctions
● Disbursals
☰ Followups (0)
| Name | Remarks | Sourced By |
|---|
Appointments / Meetings (0)
| Date | Customer | Company | Caller |
|---|
Target Achievement
| ID | Employee | Loan Type | Type | Target | Achieved | Remaining | Achievement | Period |
|---|
🏆 Top Performers
🎂 Birthday Planner
Leads 0
Home / Leads · capture, qualify and convert
0%
0/0
Name
Phone
Status
TAT
Type
Follow-up
Assigned To
Territory
Amount
Score
Actions
—
Basic Information
Manage lead contact and loan details
Follow-up & Priority
Contact Details
Loan Requirement
Call History
Recent Activity
Personal Information
Current Address
Permanent Address
Address Photos
House exterior, street view, locality or address proof photos.
Click or drag photos here
JPG, PNG · Max 5MB each · Multiple allowed
Employment Details
Income Details
Existing Loans & Obligations
GST 3B (for Business loans)
No co-applicants added
Adding a co-applicant can improve loan eligibility and approval chances.
⋯ Other Details
Required Documents Checklist
Loading…
Uploaded Files 0 file(s)
R
Lead Name
+91 98765 43210
No messages yet. Use a template below to start a conversation.
Quick Templates
SEND TEMPLATE
Activity Log
Every action, call, visit and status change for this lead
All
Call
Visit
WhatsApp
Docs
Status
Notes
No activity yet.
Stage Timeline
Open a lead to view its TAT timeline.
Application Pipeline 0
Login → Sanctioned → Disbursal → Commission Received · har column ka ek hi kaam · commission Payin se live linked hai
Loan Applications 0
Home / Loan Applications · logged → sanctioned → disbursed
Disbursed
0
Lifetime value
Loans created
0
From these applications
—
Loan Details
Applied Amount
—
Approved Amount
—
Sanctioned Amount
—
Interest Rate
—
Tenure
—
EMI
—
Product
—
Application Ref
—
Login Date
—
Sanction Date
—
Processing Stage
Configured under Settings → Status Config.
Assignment
Assigned To
—
Dealer / Sales Partner
—
Sales Agent
—
Scheme
—
Product
—
Bank Commission
—
Parent DSA
—
Customer Commission
—
Customer Cashback
—
Partner Commission
—
Sales Commission
—
Borrower
Recent Activity
Remarks
0 entries
No remarks yet.
✓ Activity Checklist
0 / 0 done
No checklist items yet. Configure activities under Products for this product + status.
Personal Information
Date of Birth
—
Gender
—
Marital Status
—
PAN
—
Aadhaar
—
Father's Name
—
Mother's Name
—
Dependants
—
Qualification
—
Current Address
Line 1
—
Line 2
—
City
—
State
—
PIN
—
Years at Address
—
Job / Business Details
Employment Type
—
Company / Business
—
Designation
—
Industry
—
Years in Job
—
Office Address
—
₹ Income Details
Monthly Net Salary
—
Other Income
—
Rental Income
—
Total Income
—
CIBIL Score
—
FOIR
—
Current Debt Obligations
Home Loan EMI
—
Car Loan EMI
—
Personal Loan EMI
—
CC Outstanding
—
Other EMI
—
Total Monthly EMI
—
Co-Applicants
No co-applicants added.
⋯ Other Details
Reference
—
Remarks
—
Territory
—
Tag / Folder
—
Next Contact Date & Time
Documents
Documents will appear here.
Loading bank connections…
TAT Timeline
TAT timeline will appear here.
Activity Log
Everything that happened on this application — who did it and when.
Open a loan application to view its activity.
Activity 0
Every action in the CRM — records, documents, sign-ins and settings, with who did it and when
Loading…
PDD Tracker
Post-disbursement documents — every disbursed file and where its paperwork has reached.
| Loan No. | Borrower | Bank | PDD Status | Assigned To | RTO Name | RTO Person | RTO Phone | Remarks | Days |
|---|
Active Loans 0
Sanctioned and disbursed loans — outstanding, EMIs and tenure
Total Disbursed
₹0
Lifetime
Total Outstanding
₹0
Across all loans
Commission Booked
₹0
Sanctioned + disbursed
| Loan No | Borrower | Bank | Product | Sanctioned | Disbursed | EMI / Tenure | Assigned To | Status | Disbursed On | Actions |
|---|
Report Report View
Edit any cell right here, then Save. Nothing is written until you do.
For comparison, use >5, <10 or =324. For ranges, use 5:10 (for values between 5 and 10).
0 of 0
Onboarding
A short, ordered checklist to get your account live. Tasks check off automatically as you complete them — no Mark Done buttons.
Tasks
Track everything you need to do — from follow-ups to file submissions.
Document Vault
All files across all leads, searchable in one place.
| File | Doc Type | Lead | Size | Uploaded | Actions |
|---|
Cross Selling
Spot opportunities — existing customers eligible for additional products.
Opportunities
0
Total opportunities
Contacted
0
0% reach rate
Converted
0
0% conversion
Extra Revenue
₹0
From converted
| Customer | Current Product | Suggested | Eligibility | Status | Assigned To | Actions |
|---|
Direct Booking
Quick-book a loan without going through the full lead pipeline.
Quick Loan Booking
Users
All login accounts — DSA owner, managers, ops and sub-agents.
| User | Phone | Role | Status | Last Login | Actions |
|---|
Employees
HR records — salary, department, joining date and status.
Total
0
Active employees
On Leave Today
0
Approved absences
Monthly Payroll
₹0
Gross salary
Departments
0
Active
| Employee | Dept | Designation | Role | Commission | Joined | Salary | Status | Actions |
|---|
Team Tree
Drag cards to rearrange hierarchy · ＋ add · ✕ remove
Territories
Click a state to view its cities
Live Map
Field agents ki live location · dot par click karke us din ka route dekhein · purane din ke liye Field Report me agent ki row par click karein
Online now
—
On duty
—
Total km today
—
Visits today
—
Active agents
—
0 agents
Online (<5 min)
Idle (5–30 min)
Offline (>30 min)
Field Report
Har field agent ka din — distance, field time, visits aur punch in/out · kisi bhi row par click karke us din ka poora route map par dekhein
Offer Letters
Create, send and track offer letters for candidates.
Attendance
Daily check-in / check-out and monthly attendance log.
OPEN (CHECKED IN)
0
No open check-ins
ABSENT
0
Unauthorised misses
ON LEAVE
0
Approved leave days
HOLIDAYS
0
Public holidays
WEEKENDS
0
Off days
AVG HOURS
0h
Per present day
TOTAL HOURS
0h
This month
This Month
MonTueWedThuFriSatSun
Present
Absent
Holiday (H)
On leave (L)
Week off (W)
Request pending (R) — din abhi bhi jaisa tha waisa hi ginega
My Attendance Requests
Check-in miss ho gaya? Request daaliye — wo aapke Leave & Attendance Approver ke paas Approvals me jaati hai.
| Date | Check In | Check Out | Reason | Approver | Status | Actions |
|---|
Leave Management
Apply for leave, track balance and view team's calendar.
| Employee | Type | From | To | Days | Description | Proof | Status | Actions |
|---|
Salary Slips
Your monthly pay statements — issued by HR. View & print.
| Month | Gross | Deductions | Net Pay | Status | Actions |
|---|
Salary Payouts
Salaries actually paid to employees — separate from commission payouts.
Total Paid
₹0
0 payments
This Month
₹0
Paid this month
Source
Payroll
From submitted slips
| Employee | Month | Net Paid | Mode | UTR / Ref | Paid On | Slip |
|---|
Expense Claim
Submit expenses with receipts for reimbursement.
| Employee | Date | Type | Amount | Receipt | Status | Actions |
|---|
HR Settings
Configure attendance, leave, salary structure and team policies.
Present
0
Absent
0
On Leave
0
Holidays
0
Weekend
0
Avg Hours
0
Total Hours
0
Attendance Records
| Employee | Date | Check In | Check Out | Hours | Status | Edit |
|---|
Geofence Enforcement
Validate user location against the assigned office branch when checking in or out.
Selfie at Check-in
When on, the attendance flow requires a selfie before check-in / check-out. Turn this off if employees use devices without working cameras or if you trust GPS alone.
Office Branches
Define leave types and policies
Assign annual leave balance per employee
Public & company holidays 2026
Half-day Threshold
hours — below this counts as a half-day
Work shifts and office hour policies
Earnings and deduction components
CTC breakdown — edit percentages to calculate net salary
Annual CTC ₹
Monthly Net Salary₹0
Performance incentive rules
Generate Salary Slips
Payin
Bank commission receivable — auto-generated on loan disbursal.
Total Payin
₹0
0 entries
Received
₹0
₹0 pending
Pending from Bank
₹0
0 open
Commission Receivable (Bank → Us)
Auto-generated on loan disbursal · click "✓ Received" to mark payment collected
| Customer | Bank | Loan Ref | Disbursed | Invoice | Commission | GST | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No entries yet. Disburse a loan to auto-generate. | ||||||||
Invoice Merger
Ek party ke ek mahine ke invoices chunkar unka ek single invoice banaiye · accounting, receivable aur balance jaise hain waise hi rahenge
Consolidated Bank Invoice
Pending commissions on the server · tick the lines to bill and generate one PDF invoice
Accounting
Vouchers, ledgers, GST & TDS — FY 2025–26.
| Date | Voucher # | Type | Party / Account | Narration | Money Out | Money In | Status | Actions |
|---|
| Date | Voucher # | Type | Particulars | Debit | Credit | Balance |
|---|
API Wallet
Aapke integrated APIs ka prepaid balance — recharge, rates aur kharch.
Integrated APIs
Jo API aapne add ki hain — unka rate, aur aapki team kya deti hai.
Team & limits
Kis member ko kitna credit mila, kitna kharch hua aur kitna bacha hai. Yahan sirf wahi log aate hain jinke paas system ka login hai. Credit na dene tak member account ke wallet se hi kharch karta hai.
Transactions
Har API hit aur wallet ka har paisa. Jis call ka charge ₹0 hai (aapki apni API key wali services) wo "API hit" ke roop me aati hai — paisa nahi hilta, isliye uska balance khaali rehta hai.
Insights
Pichhle 30 din — kahan gaya, kisne kiya, aur kya bach sakta tha.
Custom Dashboards
Save your own view of the metrics that matter to you.
PRESET DASHBOARDS
Sales Performance
Daily lead intake, conversion funnel and revenue trend.
Commission Report
Bank-wise payouts and pending invoices breakdown.
Team Productivity
Dealer / Sales Partner performance and target tracking.
Funnel Analytics
See where leads drop off across the lead, application & loan journeys.
Products
Master catalog — types, eligibility, payout rates.
| Category | Sub-Product | Display Name | Amount Range | Tenure | Rate / Fee | Docs | Status | Actions |
|---|
Branches
Your office locations — addresses, RMs, performance.
| Branch | City | Address | Manager | Status | Actions |
|---|
Pipeline Stages
Customise the stages a lead moves through.
| Order | Stage | Type | Color | SLA (days) | Active |
|---|
Campaigns
Send one-time WhatsApp and email campaigns to a segment of your leads.
Total Campaigns
0
Lifetime
Active
0
Running now
Messages Sent
0
Delivered
Failed
0
Delivery errors
Tip: WhatsApp messages are sent from your configured WhatsApp number (Marketing Automation → Connect). Emails are sent from your SMTP (Settings → Email / SMTP). Use
{{name}} and {{phone}} as variables in your message.
Home / Workflow Builder
Workflow Builder
Create visual automation workflows for your leads.
Active Workflows
0
0 total · 0 inactive
Templates Available
15
7 categories
Workflows automate your follow-ups. Set triggers like “when lead becomes contacted”, then chain delays, WhatsApp messages, conditions and assignments. Save hours of manual work.
IVR & Call Flows
Live AI call records, recordings and dialer connection.
–
Total
–
Completed
–
Failed
–
In progress
API key daal ke Load dabao — records yahan aayenge.
⚙️ IVR configuration — DID number, greeting script, routing (click to expand)
IVR configuration
Greetings, call-routing rules and DID numbers.
Visual call-flow designer
Multi-level menus, hunt groups and per-option routing drawn on a canvas.
Under development
Website Builder
Build and publish your DSA landing pages — no code required.
Customize Your Website
Go through the tabs below, left → right: pick a Design, fill your Content, then Publish. Use Preview anytime.
Website URL & Status
Use the Publish button above to make your website public.
Business Details
Hero Section
About Section
Call-to-Action Buttons
The buttons shown in your website hero. Add, remove or edit — pick an action (open the enquiry form, WhatsApp, call, or a custom link).
Header / Navigation
Edit the top menu links and the buttons shown in your website header (like the call-to-action buttons).
Menu Links
Header Buttons
Become a Partner
Adds a "Become a Partner" button to your website header. It opens a /partner page on your own site — your header, footer and colours — and every application lands in Dealers / Partners.
Website Sections
Tick the sections to show on your site. Untick any you don't want.
Loan Product Pages
Give every loan product its own page at /loan/<product>, built from that product's amount range, tenure, fee and description. Product tiles then open that page instead of the enquiry popup.
Multi-page Website
Split your site into separate pages. Add pages below and tick which sections load on each. Then point your Header → Menu Links at these pages. Off = one scrolling page (default).
Content Blocks
Edit the words & add/remove rows in each block. Leave a field blank to hide it.
Trust Stats
Why Choose Us
How It Works (Steps)
Testimonials
Blog / Articles
Each article gets its own page at /blog/<slug>. Tick “Blog / Articles” under Pages & Menu to show the card grid on your site.
Footer
Edit your footer tagline, quick links, copyright and disclaimer. (Contact details come from Business Details.)
Quick Links
Follow Us — social profile links
Paste the full URL of each profile. Leave a field blank to hide that icon.
Products We Cater
Pick loan products from your Products master to showcase on the site. Ticked products move to the top and are numbered — use ▲ ▼ to set the order they appear in on the website. The first four also fill the rate cards beside the hero.
Tied-up Banks
Pick partner banks from your Banks master to display as tie-ups. Only the banks you tick here appear on the site — tick none and the whole partners section is hidden.
Choose Design
Pick a layout. Each design has a different look — recolour any of them below.
Theme Colours
Recolour the chosen design. Leave a colour untouched to keep the design's default.
Approvals queue
Items waiting for your approval — leaves, missed-attendance requests & expenses.
| Request | Requested by | Type | Amount/Days | Date | Actions |
|---|
Home / Banners
Promotional Banners
Create professional branded banners. Customize, download and share on WhatsApp.
Help & Documentation
Auto-updated knowledge base — reflects every feature in the app.
Training & Courses
Onboarding modules that update as new features roll out.
Integrations
Connect external tools to your DSA MITRA workspace.
Tools
Utility calculators for quick eligibility checks and quotes.
EMI Calculator
Estimate monthly EMI for any loan
Eligibility Checker
Estimated loan eligibility based on income
Refer & Earn
Invite other DSAs — earn ₹2,000 for every signup that converts.
Earn ₹2,000 per referral
Share your unique code. When a friend signs up to DSA MITRA and pays for their first month, you get ₹2,000 credited to your wallet.
DSAS-DEMO-2026 · click to copy
Referrals
0
Total signups
Converted
0
Paid customers
Earned
₹0
Wallet credits
Pending
₹0
Trial users
| Referred | Signed up | Status | Reward | Actions |
|---|
Demo Mode
Seed sample data, reset workspace, or load a guided tour.
Load Demo Data
Fill your workspace with realistic sample records — leads, applications, loans, tasks, partners, staff, campaigns and schemes. Saved on the server, so it shows on every device.
Seed sample data
Add 50 leads, 20 loan apps, 8 loans and sample employees.
Guided tour
Step-by-step walkthrough of every major feature.
Reset workspace
Delete all data and start fresh. This cannot be undone.
What's New
Every release, auto-updated the moment a new feature ships.
Recycle Bin
Deleted items from every module — recover within 30 days.
| Item | Module | Type | Deleted by | Deleted on | Actions |
|---|
Loan Pipeline
Visual kanban of every file in flight.
Banks & Commissions
Bank-wise payouts, pending invoices, and payout rates.
Total Paid Out
₹0
S ₹0 · F ₹0
Sales Pending
₹0
Owed to sales
Partner Pending
₹0
Owed to partners
Payouts Due (Us → Partner / Employee)
Auto-generated from loan application commission rates at disbursal
| Recipient | Type | Loan Ref | Borrower | Rate | Amount Due | Status | Actions |
|---|---|---|---|---|---|---|---|
| No payouts due. Auto-generated when loans are disbursed. | |||||||
Dealer / Sales Partners
Your Dealer & Sales Partner network and their performance.
WhatsApp Automation
Pre-built templates for every stage of the loan journey.
Data Export
Export any module's records to CSV or Excel — pick the document type, choose columns, filter, and download.
—
rows
Preview
—
Reports & Analytics
All reports across Sales, Marketing, Finance, Catalogue and HR — exportable.
—
All reports
—
—
—
Scheme Feed
Live updates from banks — new schemes, rate changes, special offers.
Total Schemes
0
Live & active
New This Week
0
Updates received
Rate Changes
0
In last 30 days
Active Banks
0
Pushing updates
Loan Schemes
Rates, payout % and eligibility — one document that also powers “Which bank will give?”.
| Scheme | Bank | Product | Rate | Tenure | Payout | Status | Actions |
|---|
Banks Master
Your empanelled lender network — payout terms, RM contacts, status.
Total Banks
0
In your network
Empanelled
0
Active agreements
Total Disbursed (FY)
₹0
Across all banks
Avg Payout
%
0%
Weighted average
Parent DSA Master
Jin DSA ke code par aap file lagate hain — payout terms, contacts, GST aur billing details.
Total Parent DSAs
0
In your network
Active
0
Currently working with
Total Disbursed (FY)
₹0
Routed through them
Avg Payout
%
0%
Weighted average
Bank Policies
Who qualifies where — the per bank × product rules that power “Which bank will give?”. Seed the market defaults, then edit them to match your experience.
Policies
0
Bank × product rules
Active
0
Used by the engine
Seeded defaults
0
Edit to match your experience
Your own
0
Edited / hand-authored
Bank Eligibility
Walk-in enquiry? Type the profile — get every bank that will give, how much, at what rate, and what you earn. No lead needed.
-1 / 0 = new to credit
Naam, mobile, PAN aur date of birth — itne se zyaadatar bureau chal jaate hain. Baaki fields (email, gender, poora address, PIN, state) kuch providers mandatory rakhte hain; blank chhodne par pull refuse ho sakta hai — us haalat me paisa nahi katta aur message me naam ginwa diye jaate hain ki kya missing tha. City upar wale box se aati hai.
Settings
Home / Settings · users, roles, branding, billing and tenant config
Seats Purchased
—
Subscription plan
Active Users
—
Currently using seats
Available
—
Seats free to assign
Utilisation
—
Active / purchased
Users
Manage team members and their roles.
| Name | Phone | Role | Status | Actions |
|---|
Deleted Users
Removed logins stay restorable. Expand to see who was deleted, when and by whom — Restore brings them back as Active.
Login Activity
Who signed in, when, from where and on which device. Updates automatically on every login.
| User | When | Location | IP address | Device |
|---|---|---|---|---|
| Loading… | ||||
Data visibility follows the Team Tree
Har user ko sirf apna aur apne niche wale logon ka data dikhega — leads, applications, loans, tasks, cross-sell, direct booking aur documents. Same level ke do log ek dusre ka data nahi dekh paayenge. Admin / Owner ko poora data dikhta hai.
Reporting line Team Tree se aati hai (ya Employees → “Reports To”) — card drag karke hierarchy badlo, visibility usi waqt badal jaati hai.
Kisi role ko is rule se alag rakhna ho to niche uske document ke saamne scope All records ki jagah khud set kar do — explicit
Only created by or assigned to them ya Their team hamesha waise hi chalta hai.
Roles & Permissions
Create roles, link users to them, and set document-wise Read / Write / Create / Delete + record scope.
Mitra Knowledge Base
Mitra in notes se general sawaalon ka jawab deta hai — bank document lists, eligibility rules, process. Jo aap yahan likhenge wahi Mitra chat me batayega; khaali ho to wo "pata nahi" bolega, galat guess nahi karega.
Nayi entry
Load ho raha hai…
Current Plan
Seats by user type
Marketplace
Pick the seats, storage, add-ons and wallet credits you need. Everything you select is added to one order — pay manually (bank transfer / UPI) and we'll activate your plan. Any coupon you apply discounts your full order — seats, add-ons and one-time fees.
Seats
Recurring
Billing cycle
Admin
₹2,000/seat/yr
System User
₹1,000/seat/yr
Partner
₹500/seat/yr
Storage
Recurring · Yearly
Add extra storage
GB
Not added
250 MB free per seat (no extra charge). Currently: —
Onboarding / Setup Fee Mandatory
One-time charge for account setup + onboarding session. Charged on your first payment only.
₹5,000
One-Time
Your Order
Coupons (apply to full order)
Recurring subtotal₹0
One-time subtotal₹0
Total
₹0
Add-ons
Add optional add-ons to your order. They appear in "Your Order" above and are activated once your payment is verified.
AI Credits · Mitra
Har user ko roz kuch free AI credits milte hain. Isse zyada Mitra chahiye to ye packs kharidein — ye one-time hain, poore account me share hote hain aur kabhi expire nahi hote. Ek chat ~1 credit, ek document page ~2 credits. Pack ko cart me add karein — checkout par baaki order ke saath ek hi payment me.
Add-on Charges
Your add-on purchases and message-credit charges.
| Date | Description | Type | Amount |
|---|
Billing History
| Date | Invoice # | Plan | Amount | Status |
|---|
My Registration Details
Details you filled when you signed up for your free trial.
Full Name
—
Email
—
Phone
—
Company / DSA Name
—
Plan Selected
—
Trial Ends On
—
Account Status
—
Company details
Used on invoices and partner agreements.
Bank details
The account where you receive commission / invoice payments. Saved with your company profile.
Invoice format
How your invoices look. Applies to both the Consolidated Bank Invoice and the Invoice button on Payins.
Logo & favicon
Upload your brand assets — applied across the sidebar, browser tab and reports.
DSA MITRA
PNG, JPG, SVG or WebP · auto-resized. Crop out blank margins — extra padding inside the file makes the mark look small.
★
PNG or ICO · up to 100 KB
Brand colors
Customize the app theme.
White-label mode Locked
Hide all “DSA MITRA” branding across the app and label everything with your Brand display name.
Brand name: — · set it in Company / Invoice → Brand display name
This feature is locked. Purchase the White Label Instance + Website add-on from Subscription → Add-ons to unlock white-labeling.
Custom domain
Serve your CRM & website on your own domain (e.g. app.yourbrand.in). Point its DNS to us, then enter it below.
Enter the exact host - no https:// and no path. Leave blank to use the default DSA MITRA address. Works on both the apex and www.
Custom domain white-label ke saath aata hai. Upar White Label Instance + Website add-on unlock karein, phir apna domain daal sakte hain.
Mobile App Android Locked
Apne brand ki asli Android app — aapka naam, logo aur colors. / Your own branded Android app with your name, logo & colors.
Outbound SMTP
Send leads, invoices and notifications from your own email.
Send from your own domain
Apne domain (jaise company.com) se seedhe mail bhejein — best delivery, inbox me girta hai. Gmail block-free (HTTPS). Domain aapke paas hona chahiye.
Recent emails
Sent & failed emails from your account — latest 100, with status.
Send a test email to see your log here.
Notification preferences
Choose how you'd like to be alerted.
Wallet preferences
Auto-recharge, withdrawal cycles and threshold alerts.
Sign-out policy
Kitni der baad automatically sign out ho, aur ek account kitne devices par ek saath chal sake.
Koi mouse/keyboard activity na ho to itni der baad sign out. Ek client call 30 min se lambi chalti hai — isliye default 4 ghante hai.
Phone + laptop dono par kaam karna ho to 2 ya 3 rakhein. 1 rakhne par naya login purane device ko turant sign out kar dega — password sharing rokta hai.
Verification APIs
Enable third-party data checks during lead onboarding.
Lead statuses
Customise stage names and colors.
Application statuses
Stages an application moves through — a separate pipeline for each of Loan, Insurance and Investment. The four final stages are locked and always stay at the end of the “Move to…” action — add, rename or recolour the ones above.
Lead assignment rules
Auto-route incoming leads to the right person.
Features
Apne software ke modules & documents ON / OFF karein. Jo OFF honge wo sidebar/menu se hide ho jayenge.