Manage loan pipelines, customer onboarding, KYC compliance, and collections — purpose-built for NBFCs, cooperative banks, and financial institutions.
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Loan inquiry to disbursement pipeline
KYC completion and compliance checklist automation
EMI overdue collections task orchestration
Branch-wise sanction conversion analytics
8 free tools handpicked for your industry — no sign-up required.
8 integrations available for your industry — connect the tools you already use.
“Our loan officers now have a clean pipeline from inquiry to disbursement. KYC tracking and compliance reminders alone saved us hours every week.”
Amit Joshi
Credit Head · Finserve NBFC
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Indic Voice Agent for Loan Follow-Up
AI agent follows up on loan application enquiries in Hindi, Gujarati, Tamil, and 7 more languages.
Deal Risk for Loan Pipeline
Flag loan applications with declining document submission activity before they lapse.
AI Lead Scoring
Score borrower prospects by credit profile signals, application completeness, and engagement speed.
AI Audit Log
Full audit trail of every AI action for NBFC compliance — reversible, logged, and reportable.
All AI features included on every paid plan. No add-ons.