DSA.OS

World’s No: 1 most intuitive, hyper-performance, and technology-enabled Operating System built by DSA for DSA.

Manage your Customers from Anywhere, Anytime. DSA.OS is a Cloud-based SaaS application developed to handle day to day tasks of a DSA such as Creating leads, Configure loan types, Schedule follow-ups, Maintain loan specific workflows, Providing SMS and Email notifications, Creating teams of executives, Multiple types of reports, Maintaining activity logs, Publically sharable lead collection forms, Integration via Whatsapp, Create support tickets, etc...

Cool Features Manage your Leads Never miss out on a lead! Capture all your website visitors’ information from your Webforms directly into your Online CRM System and avoid the hassle of managing data in multiple platforms online.

Update your Followups Streamline the distribution of all your leads to your sales executives based on their location or any specific criteria. With DSA.OS, you can create distribution Rules & Conditions which in turn help you reduce your response time.

Manage your Team DSA.OS Leads Management encompasses all your sales activities in converting your sales leads successfully. The qualification Cycle consists of default lead statuses which can be further configured based on your business qualification stages.

Graphical Representation DSA.OS offers all its users the ability to prevent duplicate contacts while entering new contacts. Teams will be notified with an alert, where they can prevent the duplication or warn & flag it for review.