DSA Banking CRM & Dialer — Now Live

One Tap.
DSA Connects.
Loan Closes.

The complete platform for Direct Selling Agents — auto-dial leads, manage loan pipelines, and track every follow-up from one unified web + mobile system.

See Web CRM Book a Demo

Multi-loan type support

Role-based access

Real-time MIS reports

DSA Agent

10X Dialer

Jack S.

Education ₹80K

Waiting

Suraj P.

Personal ₹5L

Waiting

John C.

Home ₹9L

Waiting

Akshay K.

Car ₹4L

Waiting

Web CRM Dashboard

The Manager's Command Centre.

Complete loan portfolio visibility for Admins and Team Leads at tenxcrm.com — pipeline stages, loan-type charts, role management, and real-time MIS.

Click any menu item to explore each module

10X

10X CRM

Banking DSA v2.0

MAIN

Dashboard

Lead Management

Bulk Assignment

Lead Audit

Funds Sanction

ADMIN

User Management

Role & Permission

DSA

REPORTS

Reports

MIS Reports

Payout

10XCRM v2.0

Dashboard

Total Leads

Assigned

Disbursed

Pending

Approved

Loan Amount Overview

₹

₹4.20 Cr

Total Loan Amount

₹1.33 Cr

Approved Loan Amount

₹2.87 Cr

Pending Loan Amount

Leads by Status

Disbursed

Pending

Leads by Loan Type

129630

Business Loan

Car Loan

Education Loan

Gold Loan

Home Loan

Loan Against Property

Personal Loan

Lead Management

5 total leads

Customer Name	App. ID	Loan Type	Bank	Source	Lead Owner	Applied Loan	Status
Rahul Sharma9800000001	—	Personal Loan	Bandhan Bank	Self	Rajesh	₹20,00,000	New
Priya Mehta9800000002	DL-20102	Education Loan	Aavas Finance	In-House	Meera	₹1,60,000	In Progress
Arjun Patel9800000003	12345-1	Home Loan	Axis Bank	Connector	Anita	₹5,00,001	Disbursed
Sneha Joshi9800000004	12345-2	Home Loan	SBI	Connector	Anita	₹70,00,000	Disbursed
Vikram Singh9800000005	DL-20101	Loan Against Property	Axis Bank	Self	Meera	₹80,000	Disbursed

Showing 1–5 of 5 records

10XCRM

Select leads from the grid and assign them to a team member

Total Leads

Unassigned

Assigned

Users with Leads

No leads selected — check rows below to begin

Assign to

5 records

Customer	Mobile	Loan Type	Amount	City	Status	Assigned To	Created
Rahul Sharma	9800000001	Personal Loan	₹20,00,000	—	New	Unassigned	2/7/2026
Priya Mehta	9800000002	Education Loan	₹1,60,000	Pune	In Progress	Kiran RM	29/6/2026
Arjun Patel	9800000003	Loan Against Property	₹80,000	Pune	Disbursed	Kiran RM	28/6/2026
Sneha Joshi	9800000004	Home Loan	₹70,00,000	Pune	Disbursed	Amit RM	28/6/2026
Vikram Singh	9800000005	Home Loan	₹5,00,001	—	Disbursed	Ravi TL	28/6/2026

Showing 1–5 of 5 records

Lead Audit

5 total records

Customer	Loan Type	App. Type	Amount	Status	Assigned To
Rahul Sharma9800000001	Personal Loan	NA	₹20,00,000	New
Priya Mehta9800000002	Education Loan	NA	₹1,60,000	In Progress	Kiran RM
Arjun Patel9800000003	Home Loan	NA	₹5,00,001	Disbursed	Ravi TL
Sneha Joshi9800000004	Home Loan	NA	₹70,00,000	Disbursed	Amit RM
Vikram Singh9800000005	Loan Against Property	NA	₹80,000	Disbursed	Kiran RM

Showing 1–5 of 5 records

Funds Sanction

Track sanctioned loan amounts — bank, sanction date, amount approved, and status.

Customer	Bank	Sanctioned	Date	Status
Sneha Joshi	HDFC Bank	₹4,00,000	10 Jun	Sanctioned
Arjun Patel	SBI	₹9,00,000	14 Jun	Under Review
Vikram Singh	Axis Bank	₹8,00,000	—	Pending
Rahul Sharma	—	₹80,000	—	Pending

User Management

Manage system users and roles

Name	Role	Joined	Status
DP Admin User9900000001	SuperAdmin	28/6/2026	● Active
AS Online User 19900000002	OnlinePartner	28/6/2026	● Active
ST Online User 29900000003	OnlinePartner	28/6/2026	● Active
AM Manager User9900000004	Manager	28/6/2026	● Active
AJ Executive 19900000005	Executive	28/6/2026	● Active
VK Executive 29900000006	Executive	28/6/2026	● Active

Role & Permission

Configure access control per role

Filter by User

Select Role

Feature	View	Add	Edit	Delete
Dashboard
Lead Management
Lead Audit
User Management
Funds Sanction
Role & Permission
Bulk Assignment
Payout
Loan Types

DSA Partners

Manage DSA partner network — add firms, assign leads, track performance.

DSA Firm	Contact	Leads Assigned	Disbursed
10X Financial DSA	+91-9800000010	12	5
Pune Loan Connect	+91-9800000011	8	2
Maharashtra DSA Hub	+91-9800000012	7	1

Lead Reports

From Date

To Date

Lead Status

Loan Type

Source

Assigned To

5 leads

Excel PDF

#	Customer Name	Mobile	Loan Amount	Loan Type	Status	Source	Assigned To
1	Rahul Sharma	9800000001	₹20,00,000	Personal Loan	New	Self	—
2	Priya Mehta	9800000002	₹1,60,000	Education Loan	In Progress	In-House	Kiran RM
3	Vikram Singh	9800000005	₹80,000	Loan Against Property	Disbursed	Self	Kiran RM
4	Sneha Joshi	9800000004	₹70,00,000	Home Loan	Disbursed	Connector	Amit RM
5	Arjun Patel	9800000003	₹5,00,001	Home Loan	Disbursed	Connector	Ravi TL
Grand Total (5 leads)			₹97,40,001

MIS Reports

Management Information System — consolidated business metrics.

₹97.4L

Total Loan Amount

₹74.8L

Disbursed

Active Users

80%

Conversion Rate

Loan Type	Total Leads	Disbursed	Pending	Total Amount
Home Loan	2	2	0	₹75,00,001
Personal Loan	1	0	1	₹20,00,000
Education Loan	1	0	1	₹1,60,000
Loan Against Property	1	1	0	₹80,000

10XCRM

Payout

4 total records

Disb. Date to

Loan Type	Executive	Disb. Date	Disb. Amount	Gross Payout	TDS%	Net Payout	Status
Personal Loan	Exec A	02-07-2026	₹50,000	₹500.00	2%	₹490.00	Unpaid
Loan Against Property	Exec B	29-06-2026	₹80,000	₹1,600.00	2%	₹1,568.00	Paid
Home Loan	Exec C	28-06-2026	₹5,00,000	₹10,000.00	2%	₹9,800.00	Paid
Home Loan	Exec C	28-06-2026	₹70,00,000	₹1,40,000.00	2%	₹1,37,200.00	Paid

Showing 1–4 of 4 records

Customer	Bank	Sanctioned	Date	Status
Akshay Pawar	HDFC Bank	₹4.0L	10 Jun	Sanctioned
John Cena	SBI	₹9.0L	14 Jun	Under Review
Dan Sparrow	Axis Bank	₹8.0L	—	Pending
Jack Sparrow	—	₹80,000	—	Pending

DSA Firm	Contact	Leads Assigned	Disbursed
10X Financial DSA	+91-7620836347	12	5
Pune Loan Connect	+91-7620836347	8	2
Maharashtra DSA Hub	+91-7620836347	7	1

Week	New Leads	Contacted	Disbursed	Value
9–15 Jun	12	9	3	₹19.5L
2–8 Jun	8	7	2	₹13.0L
26–1 Jun	7	5	1	₹9.0L

Platform Features

Everything Your DSA Team Needs.

From first call to final disbursement — every feature built around how loan agents and managers actually work, across web and mobile.

Lead Management Pipeline

Full lifecycle — New, Contacted, In Progress, Disbursed. Filter by loan type, agent, or date. Search by name or phone instantly. Available on both web and mobile.

Jack Sparrow

Education Loan · ₹80,000

New

Dan Sparrow

Education Loan · ₹8.0L

In Progress

John Cena

Home Loan · ₹9.0L

Disbursed

Auto-Dialer Queue

All leads queued and ready in the mobile app. One tap to call. Call status and duration log automatically — zero manual entry needed.

Call History Logs

Complete records — date, time, duration, Connected / Not Connected. Filter to see only successful calls. One-tap call-back on any entry.

Create Leads On the Go

Add Customer Name, Mobile, Loan Type, Bank, Amount, Source, City & Pincode directly from the mobile app in seconds.

Role-Based Access

Super Admin, Team Lead, Relationship Manager, DSA Agent. Each role sees exactly what it needs. Bulk assignment for managers.

Follow-Up Scheduler

Set follow-up dates per lead. Urgent follow-ups surface as "Today" cards on the home screen — no lead is ever forgotten.

Payout Tracking

Every disbursed loan auto-calculates your payout net of TDS. View earned, pending, and credited payouts in one place — on web and mobile.

Home Loan · Rahul S.

Disbursed ₹70,00,000

₹14,000

Personal Loan · Priya M.

Disbursed ₹20,00,000

₹4,000

MIS Reports & Analytics

Daily, weekly, and monthly summaries of leads, calls, disbursements, and agent performance — downloadable as Excel or PDF instantly.

₹4.2Cr

This Month Disbursed

148

Calls This Week

Leads Disbursed

₹84K

Total Payout Earned

Mobile Platform

Your Entire Workflow.
In Your Phone.

One app covers everything — login, dashboard, leads, dialer queue, call history, and lead creation. Switch between the app overview and dialer details below.

Secure Organisation Login

Sign in with Org Code, User ID & Password. Your role — Admin, Team Lead, or Agent — loads instantly with the right permissions.

Live Agent Dashboard

Assigned Leads, Total Calls, Connected Time, and Today's Follow-Ups — all visible the moment you open the app. No digging.

Manage All Leads

View all leads with status filters — New, Contacted, In Progress, Disbursed. Search by name, phone, or loan type. Edit and follow up instantly.

Create Leads On the Go

Add new leads with full details — Name, Mobile, Loan Type, Bank, Amount, City — directly from your phone in seconds.

Complete App Flow — Login to Close

① Login

② Dashboard

③ Dialer Queue

④ All Leads

⑤ Call History

⑥ Create Lead

Dialer Queue

Call History Logs

Call History Logs · 11 records

All (88)Connected (11)

John Doe
+91 91234 56789

Connected0m 1s · Jun 14

Sid
+91 80123 45678

Connected8m 32s · Jun 13

Jack Doe
+91 70012 34567

Connected1m 42s · Jun 11

Somnath Kamthe
+91 99887 76655

Connected0m 12s · Jun 11

Call Smarter. Close Faster.

Prioritised Call Queue

All leads ordered and ready. Name, number, and time since last contact visible at a glance. Tap to call instantly — no switching between apps.

All & Connected Filter

Switch between All Calls (88) and Connected (11) in one tap — instantly see which leads answered and which need a follow-up callback.

Auto Duration Logging

Every call logs itself — duration (e.g. 8m 32s), status (Connected / Not Connected), and exact timestamp. Zero manual entry, ever.

One-Tap Call Back

Hit "Call back" on any log entry to redial immediately — turns every missed call into a second chance with a single tap.

See Dialer Demo

Live Demo

Watch the 10X App in Action

Real workflows — lead updates, status changes, payout tracking — animated live.

Version A Loan Journey Tracker

Tap a lead → watch status flow from New → In Progress → Disbursed → Payout Received in real time

10X

DSA Agent

Rahul Sharma

Personal Loan · ₹20,00,000

+91 98765 43210

New Bandhan Bank

Loan Progress

New

In Progress

Approved

Disbursed

Payout Received!

₹4,000 net after TDS

Home

Leads

Dialer

Profile

Activity Feed

Lead created · New

now

Active

Disbursed

₹0

Payout

Replay

Version B Live Dialer Dashboard

Watch multiple agents simultaneously calling leads — ringing, connecting, converting and earning payouts live

Good evening,

Super Admin

5:10

Assigned

Calls

Talk Time

Follow-up

TODAY'S FOLLOW UPS

Rahul S.

Personal · ₹20L

+91 98765 43210

New

Priya M.

Education · ₹1.6L

+91 87654 32109

In Progress

Arjun P.

Home · ₹70L

+91 76543 21098

New

Home

Leads

Dialer

Create

Profile

Rahul S.

+91 98765 43210

Personal ₹20L

Waiting

Priya M.

+91 87654 32109

Education ₹1.6L

Waiting

Arjun P.

+91 76543 21098

Home ₹70L

Waiting

Payout Credited!

₹0

Replay

Why 10X

Why Teams Choose 10X Check.

🚀

Ready in Days

No heavy setup or long onboarding. Your DSA team is live and calling within days of signing up.

📱

Mobile-First

Agents work entirely from their phones — dial, log calls, add leads, and check follow-ups without a laptop.

🔒

Secure by Design

Org-code login, granular role permissions, and full audit trails built in from day one.

📊

Real-Time Insights

Live CRM dashboard with pipeline stages, call analytics, and MIS reports — always accurate.

One Tap.
DSA Connects.
Loan Closes.

The Manager's Command Centre.

Dashboard

Lead Management

10XCRM

Lead Audit

Funds Sanction

User Management

Role & Permission

DSA Partners

Lead Reports

MIS Reports

10XCRM

Payout

Everything Your DSA Team Needs.

Your Entire Workflow.
In Your Phone.

Secure Organisation Login

Live Agent Dashboard

Manage All Leads

Create Leads On the Go

Prioritised Call Queue

All & Connected Filter

Auto Duration Logging

One-Tap Call Back

Watch the 10X App in Action

Why Teams Choose 10X Check.

Ready in Days

Mobile-First

Secure by Design

Real-Time Insights

Ready to Close More Loans?

Let's Get Started.

One Tap.DSA Connects.Loan Closes.

The Manager's Command Centre.

Dashboard

Lead Management

10XCRM

Lead Audit

Funds Sanction

User Management

Role & Permission

DSA Partners

Lead Reports

MIS Reports

10XCRM

Payout

Everything Your DSA Team Needs.

Your Entire Workflow.In Your Phone.

Secure Organisation Login

Live Agent Dashboard

Manage All Leads

Create Leads On the Go

Prioritised Call Queue

All & Connected Filter

Auto Duration Logging

One-Tap Call Back

Watch the 10X App in Action

Why Teams Choose 10X Check.

Ready in Days

Mobile-First

Secure by Design

Real-Time Insights

Ready to Close More Loans?

Let's Get Started.

One Tap.
DSA Connects.
Loan Closes.

Your Entire Workflow.
In Your Phone.