Neetix AI Suite now live — CRM + LOS + LMS in one stack. See what's new →
Neetix AI
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Neetix Suite · CRM

The borrower
never falls through the cracks.

A CRM built for lending — not generic enterprise software bent into shape. Lead capture, KYC, communications, and retention designed around how loans actually get sold.

What's inside

Designed around the borrower, not the database.

Every feature traces back to a real moment in the lending journey — first call, KYC drop-off, missed payment follow-up.

Multi-channel lead intake

Capture leads from your website, WhatsApp, call centers, partner channels, and ads — all into one pipeline with auto-deduplication.

WhatsApp + SMS + email

Two-way conversations with borrowers across channels. Templated nudges, OTP delivery, and conversation history attached to every borrower.

KYC + DigiLocker flows

Aadhaar, PAN, Voter ID, DigiLocker — all integrated. Conditional KYC paths based on loan product, document validation, and selfie + liveness.

Borrower 360° timeline

Every call, message, application, payment, and support ticket on one timeline. No more 'which system has the latest?'

Campaigns + nudges

Segment by behavior, run drip campaigns for top-ups and renewals. Track conversion, A/B test, attribute revenue.

Field officer app

Mobile app for collection agents and field officers. Offline-first, GPS tagging, photo capture, e-receipts.

ROI

What teams ship after switching

3x

Lead-to-application conversion

60%

Lower KYC drop-off

1 day

Onboarding time, not weeks

Pairs natively with LOS for application handoff and LMS for borrower lifecycle. No integration overhead.

RBI-compliant Field-officer mobile app Multi-tenant API-first On-prem ready

Run your borrower ops on one CRM

See your real workflow on Neetix CRM in a 30-minute demo.