Capture loan leads, manage client portfolios, and automate compliance communications.
Built specifically for banks, NBFCs, and financial service providers.
ANALYTICS
Track policy sales performance, renewal rates, and commission earnings. Get insights into your most profitable insurance products and client segments.
CAMPAIGN CREATION
Build professional email campaigns in minutes with our drag-and-drop editor and pre-designed templates.
Choose from our library of responsive email templates.
Add dynamic content and personalize each email.
FINANCIAL SOLUTIONS
Capture leads for personal loans, home loans, business loans, and credit cards. Track application status and approval rates.
Send RBI-compliant communications with proper disclaimers. Maintain audit trails for all client interactions.
Collect and manage KYC documents, income proofs, and application forms with secure document storage and tracking.
Track client portfolios, investment goals, and financial planning milestones with comprehensive client profiles.
Integrate with core banking systems, loan management systems, and financial planning tools for seamless operations.
Already Join 15K + Business Using LeadX
From application to disbursal, manage the complete loan lifecycle
with automated workflows and compliance tracking
Streamline loan applications with automated document collection and verification workflows.
Integrate with credit bureaus and scoring systems for automated credit assessment and risk evaluation.
Track loan disbursal status and send automated updates to clients throughout the process.
INTEGRATIONS
TESTIMONIALS
Project Manager
LeadX has revolutionized our lead management process. The multi-channel messaging and automated workflows have helped us increase our response rates by 45%.
Sales Director
The AI-powered lead scoring has dramatically improved our conversion rates. We're now able to focus on high-potential leads first, and the automated follow-ups ensure no lead falls.
Marketing Manager
The analytics and reporting features in LeadX have given us invaluable insights into our lead generation efforts. We've been able to optimize our campaigns and increase ROI significantly.
Business Development Head
The integration capabilities with our CRM and other tools have streamlined our entire sales process. LeadX has become the central hub for all our lead management activities.
Digital Marketing Head
The lead capture capabilities across multiple channels have transformed our digital marketing efforts. We're capturing 60% more leads and converting them faster with LeadX's automation.
Stay connected with your leads on the go. Manage conversations, track activities, and never miss an opportunity with our mobile apps.
FAQ'S
