Capture high-intent financial leads from multiple sources, automate customer follow-ups,
ensure regulatory compliance, and close more loans faster with intelligent lead management and multi-channel communication.
ANALYTICS
Track loan originations, approval rates, agent productivity, customer acquisition costs,
and portfolio performance with real-time dashboards and advanced financial analytics.
Loan Origination & Approval Analytics
Portfolio Performance & Risk Tracking
Agent Productivity & CAC Reports
CAMPAIGN AUTOMATION
Build compliant WhatsApp, SMS, and Email campaigns for loan products, credit cards,
investment offerings, and insurance with automated workflows and personalization.
Pre-designed templates for personal loans, home loans, business loans,
credit cards, and investment products with compliance built-in.
Trigger messages based on customer actions, eligibility, credit score,
and interest rate changes with personalized content.
Already Join 15K+ Business Using LeadX
FINANCIAL SERVICES SOLUTIONS
Capture and manage personal loans, home loans, business loans, credit cards,
auto loans, education loans, and investment leads in a unified platform.
Maintain RBI-compliant communication, Do-Not-Disturb lists, consent records,
audit trails, and regulatory documentation for all customer interactions.
Securely manage KYC documents, income proofs, bank statements,
loan agreements, and application files with encrypted storage and audit logs.
INTEGRATIONS
Client Success Stories
Discover how companies across India are using LeadX to unify Sales, Support,
and Marketing
and drive measurable business growth
Project Manager
LeadX streamlined our lead handling completely. With WhatsApp and email automation.
Sales Director
AI-powered lead scoring helped our sales team prioritize serious buyers and close deals faster.
Marketing Manager
The analytics and reporting tools helped us optimize campaigns and significantly improve ROI.
Business Development Head
CRM integrations made LeadX the backbone of our sales operations.
Digital Marketing Lead
Multi-channel automation helped us generate 60% more qualified leads efficiently.
Operations Manager
Automation workflows reduced manual effort and improved lead follow-up consistency.
Customer Success Head
Support and engagement workflows improved customer satisfaction across channels.
Founder
LeadX helped us scale from startup to growth-stage efficiently.
Growth Strategist
Real-time analytics gave us the clarity needed to make faster marketing decisions.
Regional Sales Manager
Automated follow-ups and CRM sync ensured no lead was lost across regions.
Stay connected with your leads on the go. Manage conversations, track activities, and never miss an opportunity with our mobile apps.
FAQ
