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Powering modern automotive businesses across India with reliability and scale
The CRM solution tailored for loan DSAs, wealth advisors, and insurance professionals. Simplify workflows, increase efficiency, and scale your business.
Powering modern automotive businesses across India with reliability and scale
Financial professionals across India have transformed their businesses using our platform.
VSCRM is specifically designed to address the unique challenges of financial services, providing tailored solutions that drive growth and efficiency.
Consolidate all your leads from various sources into a single dashboard. Track interactions, assign priorities, and never miss a follow-up.
Leverage artificial intelligence to suggest the most suitable financial products for each client based on their profile and needs.
Gain deep insights into your business performance with customizable dashboards and reports tailored for financial services.
Designed specifically for loan DSAs, wealth advisors, and insurance professionals to streamline operations and maximize revenue.
Capture, track, and convert leads efficiently with automated workflows and reminders.
Intelligent product suggestions based on client profiles and financial goals.
Automate commission calculations and track payouts with complete transparency.
Never miss a renewal with automated alerts and follow-up scheduling.
Detailed insights into team performance, lead conversion, and revenue metrics.
Access your CRM on-the-go with our fully responsive mobile interface.
Bank-grade encryption and compliance with financial industry regulations.
Seamlessly connect with accounting, communication, and banking tools.
VSCRM adapts to your specific business needs, whether you're a loan DSA, wealth advisor, or insurance professional.
Streamline loan application processing, track lender relationships, and manage client documentation with our specialized tools.
Build comprehensive financial plans, track investment portfolios, and provide personalized wealth management advice.
Manage policy renewals, track commissions, and provide comprehensive insurance solutions to your clients.
Discover how VSCRM can transform your operations and drive sustainable growth.
Convert more leads into clients with systematic follow-ups and personalized engagement.
Automate repetitive tasks like data entry, follow-up reminders, and report generation.
Maintain consistent communication and provide personalized financial advice.
Share client information, assign tasks, and work together seamlessly.
VSCRM is built specifically for the unique needs of financial advisors, loan DSAs, and insurance professionals. Our platform understands the complexities of financial product recommendations, compliance requirements, and relationship-based selling.
VSCRM connects with the tools you already use, creating a unified workflow for your financial business.
And many more integrations available
From lead capture to client retention, VSCRM optimizes every step of your workflow.
Capture leads from multiple channels and automatically add to your pipeline.
Build comprehensive client profiles with financial needs, risk appetite, and preferences.
AI-powered suggestions for the most suitable financial products for each client.
Automated reminders for renewals, portfolio reviews, and relationship building.
Hear from loan DSAs, wealth advisors, and insurance professionals who transformed their business with VSCRM.
Loan DSA, Mumbai
"VSCRM has transformed how I manage leads. My conversion rate improved by 65% in just three months, and I spend less time on administrative tasks."
Wealth Advisor, Delhi
"The AI-powered product recommendations are a game-changer. My clients appreciate the personalized suggestions, and my cross-selling has increased significantly."
Insurance Advisor, Bangalore
"I've tried other apps, but Variable soft stands out with its unique live tracking and integration API's. Great job!"
Find answers to common questions about VSCRM for financial services.
Absolutely! VSCRM is designed to scale from individual advisors to large teams. Our flexible pricing and feature sets make it perfect for solo practitioners who want to streamline their operations and grow their business.
VSCRM employs bank-grade 256-bit encryption for all data in transit and at rest. We are compliant with financial industry regulations and regularly undergo security audits. Your clients' financial information is protected with the highest security standards.
Yes, VSCRM offers seamless integrations with popular accounting software including Tally, QuickBooks, Zoho Books, and more. We also provide API access for custom integrations with your existing systems.
Most financial professionals can start using VSCRM within 24 hours. Our onboarding process includes data migration assistance, personalized training, and dedicated setup support to ensure you're up and running quickly.
Yes, VSCRM is fully responsive and works seamlessly on smartphones and tablets. You can access leads, update client information, check schedules, and even generate reports from anywhere with an internet connection.
We provide dedicated support from finance industry experts who understand your specific challenges. Support includes phone, email, and chat assistance during business hours, along with comprehensive documentation and video tutorials.
Get started with VSCRM today. Schedule a personalized demo or start your free trial.
Fill out the form and our team will contact you within 24 hours to discuss how VSCRM can help your financial business grow.
+91 73000 75187
support@variablesoft.com
Mon-Sat: 9:00 AM - 7:00 PM
