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
Track time with little effort
Easy to use applications for every platform
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Our work has been awarded or featured for:
Everything you need to organize your business, beautifully
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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
This plan includes
This awesomeness features:
- Up to 10 Leads
- iOS, Android, Mac Desktop & Windows Desktop Web App
- Basic Dashboards
This plan includes
Everything in Free, and:
- Unlimited Leads
- Private teams and Branch
- Unlimited Dashboards
- Data export
- Centralized administration
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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