Track your work and Get Results.

With DSA Sales Assist you can organize and connect everything you work with. Track Leads from start to finish giving you an accurate picture of your work so you can focus and be more productive. This Web Application is Developed with an Intention to support DSA’S (Direct Sales Agents) Home Loan executives & Freelancers.

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A Better Way To Get Work Done

Built for your projects, your workflows, your goals & your team.

INTRODUCTION

Introduction

This Application is Developed with an Intention to support DSA’S (Direct Sales Agents), Home loan executives and Freelancers to handle day to day activities such as lead creation, Lead management, follow-up, sending document list via Email and welcome SMS to the customers.Helps to Create Login, Management of Files from Login to Disbursement, Maintain Activity logs, Generate Reports, Maintain Accounts of the Firm and Create team and its management.

Manage your customer

Manage your customers from anywhere any time with the support of DSA Assist.

LEADS

Helps to Manage all leads, and it will help us to maintain a good and healthy relationship with the customer and that will lead to convert lead into disbursement.

FOLLOWUPS

This will help us to Follow up the customer. Eg: if a customer says call me after three months at that time we can schedule the follow up on the time.

FILES

This software help us create file, Document management, verify the list of documents provided by the customer by doing this we can disburse the file within a short spend of time.

DISBURSEMENT

We will get an information that how many files disbursed on this month and we can generate reports monthly and yearly.

DSA Assist Manages

Analyze your business in terms of time and money

Make well-informed decisions about your projects and clients

1.Lead Management
2.Team Management
3.Day to day activity Management
4.Welcome-SMS
5.Account Management
6.E-Mail Document List
7.Report Generation
8.Hot Lead Marking system
9.Achieved List
10.Customer data management
11.Lead follow ups and missed follow-ups
12.Graphical support
13.Executive login
14.Review performance of executive
15.Legal Technical management

Track time with little effort

Easy to use applications for every platform

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1.Lead Management
2.Team Management
3.Day to day activity Management
4.Welcome-SMS
5.Account Management
6.E-Mail Document List
7.Report Generation
8.Hot Lead Marking system
9.Achieved List
10.Customer data management
11.Lead follow ups and missed follow-ups
12.Graphical support
13.Executive login
14.Review performance of executive
15.Legal Technical management
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Everything you need to organize your business, beautifully

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Easy from the start

Easy to manage Team

Easy to manage Branch

Be productive. Be smart.

Get serious about focusing your time. Choose the perfect plan to fit your work, your team and your requirements. Plans available for every team

Free

0

and forever free
for anyone

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This plan includes

This awesomeness features:


  • Up to 10 Leads
  • iOS, Android, Mac Desktop & Windows Desktop Web App
  • Basic Dashboards

Business

1999

Unlimited user
per Year

Start for free
This plan includes

Everything in Free, and:


  • Unlimited Leads
  • Private teams and Branch
  • Unlimited Dashboards
  • Data export
  • Centralized administration

Business

4999

Unlimited user
for 5 Years

Start for free
This plan includes

Everything in Free, and:


  • Unlimited Leads
  • Private teams and Branch
  • Unlimited Dashboards
  • Data export
  • Centralized administration

Get started with a free trial

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