Official WhatsApp APIScale Financial Services Sales Without the Complexity
A no-code CRM purpose-built for lending, wealth management, and fintech sales teams.
Track applications, automate follow-ups, and stay compliant — all from one platform.
No Credit Card RequiredChakra Sales for FinTech — Key Use Cases
Loan & Application Pipeline
- Track every application from inquiry to disbursement - Custom pipeline stages for your lending workflow — inquiry, KYC submitted, credit check, approved, disbursed — with full history.
- Custom fields for financial data - Store loan amount, tenure, interest rate, credit score, and document status as structured fields on each record.
- Automated disbursal reminders - Trigger internal tasks and customer notifications at each approval stage to keep applications moving.
API & System Integrations
- Connect with your existing fintech stack - Use our open API and webhooks to sync data between Chakra CRM and your core banking, loan origination, or risk systems.
- Inbound lead capture from web forms - Embed no-code web forms on landing pages to capture loan inquiries directly into the CRM pipeline.
- Trigger automations on external events - Push events from your payment gateway or bureau to update lead status and trigger follow-up sequences automatically.
Sales Reports & Revenue Forecasting
- Monitor disbursement targets vs actuals - Track how your team is performing against monthly loan disbursement or AUM targets with real-time dashboards.
- Funnel conversion analysis - Identify where applications drop off in your pipeline and take targeted action to improve conversion.
- Custom reports for compliance - Build reports that map to your internal audit and regulatory reporting requirements without writing SQL.