Finance CRMBuilt for Leads,Documents & Approvals
Manage loan leads, KYC documents, eligibility stages, advisor tasks, client follow-ups, approval pipelines, and compliance-ready records.
Loan Leads
Stage tracking
KYC
Document list
Approvals
Pipeline view
Advisors
Daily tasks
Today's Overview
Why Finance Teams Choose HNX CRM Systems
Built for loan agencies, financial consultants, NBFC workflows, advisors, and finance service firms
Document Discipline
Track KYC, bank statements, income proof, and pending documents.
Approval Visibility
Move cases through eligibility, submission, verification, and sanction.
Advisor Productivity
Give advisors a clear task list for follow-ups, calls, and submissions.
Compliance Records
Maintain communication history, documents, owners, and case status.
Client Follow-ups
Automate reminders for missing documents, renewals, and payment stages.
Built for Every Finance Sales Workflow
Loan Agencies
Loan leads, eligibility stages, document checklists, and approval follow-ups.
Financial Consultants
Client records, advisory tasks, products, and communication logs.
NBFC Workflows
Application movement, verification stages, branches, and approval reports.
Investment Advisors
Client goals, follow-ups, renewal reminders, and document records.
Accounting Firms
Client service requests, documents, compliance tasks, and invoices.
Loan Agencies
Loan leads, eligibility stages, document checklists, and approval follow-ups.
Financial Consultants
Client records, advisory tasks, products, and communication logs.
NBFC Workflows
Application movement, verification stages, branches, and approval reports.
Investment Advisors
Client goals, follow-ups, renewal reminders, and document records.
Accounting Firms
Client service requests, documents, compliance tasks, and invoices.
All-in-One Finance Dashboard
Dashboard
Loan Leads
624
15.2% this week
Docs Pending
148
9.4% pending
Approved Cases
87
6.8% this month
Follow-ups
236
12.6% due today
Application & Approval Trend
Top Lead Sources
624
Total
Recent Finance Cases
View all| Sanjay Verma | Home loan | Today, 04:15 PM | In Review |
| Priya Nair | Business loan | Today, 05:00 PM | Docs Pending |
| Mohit Sethi | Personal loan | Tomorrow, 11:00 AM | Submitted |
| Anita Rao | Investment plan | Tomorrow, 03:30 PM | Follow-up |
Advisor Tasks
Collect bank statement from Priya
Due in 45 mins
Call Sanjay about eligibility result
Due today
Share investment summary with Anita
Due tomorrow
View all tasks
Finance Case Journey - Simplified & Automated
From lead to approval, every document and follow-up is visible
Lead Captured
Capture loan, investment, or service enquiries from every channel.
Eligibility Checked
Record income, product fit, risk notes, and advisor recommendations.
Documents Collected
Track KYC, financial documents, signatures, and missing items.
Approval Followed
Move cases through verification, submission, sanction, and disbursal.
Client Retained
Schedule renewals, advisory reviews, and future cross-sell tasks.
Powerful Modules for
Finance Workflows
CRM Workspace
Sanjay Verma
Home loan eligibility
Loan application pipeline
Document checklist
KYC status tracking
Approval stages
Renewal reminders
More Than Applications - Built for Finance Operations
HNX CRM Systems helps finance teams control leads, documents, KYC status, approval stages, advisor tasks, client communication, and compliance-friendly case records.
Loan Pipeline
Track products, eligibility, stages, owners, and follow-up deadlines.
Document Checklist
Manage KYC, income proof, bank statements, forms, and missing documents.
Advisor Dashboard
Plan advisor calls, document follow-ups, client meetings, and submissions.
Approval Stages
Move applications through verification, bank submission, approval, and disbursal.
Communication Logs
Maintain call, email, WhatsApp, and internal note history for each case.
Renewal Reminders
Create reminders for policy, loan, investment, and compliance renewals.
Finance CRM pricing is scoped around compliance workflows, document tracking, approval stages, advisor dashboards, integrations, reports, and AI requirements.
Starter CRM
For teams starting with finance lead capture, customer records, follow-ups, and a basic manager dashboard.
Package Price
₹99,999
Best for getting started quickly
Growth CRM
For growing teams that need custom finance fields, role permissions, automation, reports, and team dashboards.
Package Price
₹1,99,999
For growing operations
AI-Powered CRM
For teams that want AI lead scoring, smart suggestions, auto message drafts, daily planning, and report explanations for finance.
Package Price
₹4,99,999
Advanced AI capabilities included
Note: Add-ons, advanced automation flows, and custom integration charges are extra and are scoped separately.
Seamless Integrations
Docs follow-up
Statements
SMS
Reminders
Telephony
Call logs
Payments
Gateway
Documents
Storage
Accounting
Books
Banking
APIs
Reports
Compliance