A calling CRM for loans and insurance, built for volume.
Loan and insurance teams make hundreds of calls a day per agent, on tight follow-up timelines, with sensitive customer data. DialSathi keeps the queue moving, records every conversation and makes sure each person sees only the leads they should.
What slows loans & insurance sales teams down.
High call volume, low visibility
Managers can't tell who is calling, who is idle and which calls actually connect.
Missed callbacks cost cases
A customer asked for a call after salary day, and nobody called.
Compliance worries
Promotional SMS to DND numbers and unrecorded sales conversations create risk.
Data leaving with agents
Customer lists sit in personal phones and spreadsheets.
One lead, from enquiry to closed deal.
- 1
Lead intake
Leads from Meta, Google Ads, your website, aggregators that send webhooks, and bulk data files arrive grouped in batches.
- 2
Queue & distribute
Share leads by least loaded so fast agents get more, with per-agent caps.
- 3
Call & record
Agents run auto-dial queues from the DialSathi app on their own phones. Every call is timed, recorded and tied to the lead.
- 4
Document follow-up
Collect documents and send reminders on WhatsApp; callbacks are scheduled with the disposition.
- 5
Review & coach
Managers review recordings or AI summaries and track connect rate and conversions per agent.
What your loans & insurance team gets.
Live floor view
See which agents are talking, ready, on break or late, in real time.
Call analytics
Connect rate, talk time and outcomes by agent, team and day.
Login session reports
Know when each agent actually started dialling.
Role-based access
Agents see only their own leads; managers see their team.
TRAI DND checks
Bulk SMS and campaigns skip DND-registered numbers automatically.
Audit log
Important changes are written to an audit log.
The integrations and modules loans & insurance teams use.
CSV & Excel import
Upload CSV or Excel lists as named batches, with column mapping, duplicate checks and auto-assign.
How it worksGoogle Ads lead forms
Leads from Google Ads lead form assets are delivered to DialSathi as soon as they are submitted.
How it worksAndroid SIM calling
Agents call from their own phone through the DialSathi app; calls are logged, timed and recordings uploaded.
How it worksMSG91 SMS
One-click and bulk SMS through MSG91, with DND numbers skipped automatically.
How it worksWati
Use your Wati account to send templates and campaigns from DialSathi, with status on every lead.
How it worksLoans & insurance CRM questions.
Can DialSathi handle hundreds of calls per agent a day?
Yes. The calling screen and Android app are built for back-to-back calls: one tap to call, one question when the call ends, and the next lead is ready.
Are calls recorded?
Calls made from the DialSathi Android app are recorded with the phone's built-in call recorder and attached to the lead automatically. Most Samsung, Xiaomi, Vivo and Oppo phones have one.
How is customer data protected?
Each company has its own database schema, every request checks the user's role, and important changes are logged. See our security page for details.
Does it support incentive calculation?
With the HRMS module, closed deals feed an incentive engine and the amount lands on the agent's payslip that month.
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Read moreMake your first call from DialSathi today.
We'll set up your workspace, import a sample of your leads and walk your team through it in 30 minutes.