₹3,50,000₹3,00,000
- Valid for 365 days
- Renewal: yearly
- No add-ons
- Plan type: CRM
Partner Plans
Empower Your Team With The Right Access
Build predictable revenue with curated packages built for every growth stage. Switch anytime without hidden fees.
- Fast onboardingDedicated success manager
- Bank-grade securityEncrypted compliance vault
Limited time
Heroic Partner Bundle
Save up to 35% when paid annually and unlock workflow automation templates plus concierge migration.
Stat35%Average savings
Users1.2k+Active partners
Explore plans tailored for every motion
Compare flexible billing, trials, and add-ons, then pick what fits your pipeline today.
₹90,000₹65,000
- Valid for 365 days
- Renewal: yearly
- Add-ons available
- Plan type: CRM
₹75,000₹50,000
- Valid for 365 days
- Renewal: yearly
- No add-ons
- Plan type: CRM
₹25,000₹19,500
- Valid for 365 days
- Renewal: yearly
- No add-ons
- Plan type: CRM
₹18,000₹11,000
- Valid for 365 days
- Renewal: yearly
- No add-ons
- Plan type: CRM
Compare every feature by plan
From onboarding to analytics, decide which package unlocks the specs you need.
| Feature | Diamond | Platinum | Gold Plan | Silver Plan | Bronze Plan |
|---|---|---|---|---|---|
| Products | |||||
| CA & Legal Services | |||||
| Banking Products | |||||
| Tata Capital Personal Loan | |||||
| Bajaj Finance Personal Loan | |||||
| WE Rize Personal Loan | |||||
| Axis Bank Personal Loan | |||||
| HDFC Bank Personal Loan | |||||
| Faircent Personal Loan | |||||
| Money View Personal Loan | |||||
| Muthoot Finance Personal Loan | |||||
| ICICI Bank Personal Loan | |||||
| Hero Fincorp Personal Loan | |||||
| Personal loan | |||||
| Upward Fintech Personal Loan | |||||
| Finnable Personal Loan | |||||
| Fibe Personal Loan | |||||
| Flex Salary Personal Loan | |||||
| stashfin Personal Loan | |||||
| Kotak Bank Personal Loan | |||||
| Cholamandalam Personal Loan | |||||
| RK Bansal Personal Loan | |||||
| Bajaj Finserv Personal Loan (Rural) | |||||
| Bajaj Finserv Personal Loan (Growth) | |||||
| Alpha Money Personal Loan | |||||
| Feature 174 | |||||
| Chintamani Personal Loan | |||||
| IDFC Bank Personal Loan | |||||
| Aditya Birla Capital Personal Loan | |||||
| Axis Finance Personal Loan | |||||
| Home loan | |||||
| DCB Bank Home Loan | |||||
| Federal Bank Home Loan | |||||
| Karnataka Bank Home Loan | |||||
| PNB Housing Home Loan | |||||
| Axis Bank Home Loan | |||||
| Tata Capital Home Loan | |||||
| ICICI Bank Home Loan | |||||
| Aditya Birla Housing Home Loan | |||||
| HDFC Bank Home Loans | |||||
| Bank of Baroda Home Loan | |||||
| Aadhar Housing Home Loan | |||||
| Indian Bank Home loans | |||||
| Shubham Housing Home Loan | |||||
| Bajaj Housing Home Loan | |||||
| DMI Housing Home Loan | |||||
| SBI Home Loan | |||||
| Bank of India Home Loan | |||||
| Bank of Maharashtra Home Loan | |||||
| Canara Bank Home Loan | |||||
| Kotak Bank Home Loan | |||||
| Induslnd Bank Home loan | |||||
| Yes Bank Home Loan | |||||
| RBL Bank Home loan | |||||
| Indiabulls Finance Home loan | |||||
| Union Bank Home Loan | |||||
| Satin Housing Home Loan | |||||
| Central Bank Home Loan | |||||
| Feature 204 | |||||
| Capri Housing Home Loan | |||||
| AU Bank Home Loan | |||||
| Motilal Oswal Home Loan | |||||
| IDFC Bank Home Loan | |||||
| PoonaWalla Home Loan | |||||
| Piramal Home Loan | |||||
| Mahindra Housing Home Loan | |||||
| SMFG India Credit (Grahshakti Home loan upto 75 lac) | |||||
| India Infoline Home Loan | |||||
| Vastu Home Loan | |||||
| Hero Housing Home Loan | |||||
| Feature 216 | |||||
| Shriram Housing Home Loan | |||||
| Vistaar Home Loan | |||||
| India Shelter Home Loan | |||||
| Axis Finance Home Loan | |||||
| Axis Bank (Asha Home Loan) | |||||
| We Rize Home Loan | |||||
| L&T Finance Home Loan | |||||
| ICICI Home Finance Home Loan | |||||
| Anand rathi home loan | |||||
| Godrej Capital Home Loan | |||||
| Hero fincorp home loan | |||||
| Tata Housing Home Loan | |||||
| UGRO Capital Home Loan | |||||
| Unity Bank Home Loan | |||||
| Jana Bank Home Loan | |||||
| GIC Housing Home Loan | |||||
| Karur Vysya Home loan | |||||
| Indusind Bank Home loan | |||||
| Aavas Home Loan | |||||
| Business loan | |||||
| Hero Fincorp Business Loan | |||||
| HDFC Bank Business Loan | |||||
| IDFC Bank large segment Business Loan | |||||
| ICICI Bank Business Loan | |||||
| Bajaj Finance Business Loan | |||||
| Tata Capital Business Loan | |||||
| Indusind Bank Business Loan | |||||
| Poonawala Finance Business Loan | |||||
| Lendingkart Business Loan | |||||
| Fusion Business Loan | |||||
| Unity Bank Business Loan | |||||
| Ashv Finance Business Loan | |||||
| Piramal Business Loan | |||||
| Yes Bank Business Loan | |||||
| AXIS Bank Business Loan | |||||
| Feature 265 | |||||
| Kotak Bank Business Loan | |||||
| Flexi Loans Business Loan | |||||
| Mas Finance Business Loan | |||||
| Cholamandalam Business Loan | |||||
| Clix Capital Business Loan | |||||
| Get Vantage Business Loan | |||||
| Vastu Finserv Business Loan | |||||
| FedBank Finance Business Loan | |||||
| Axis Finance Business Loan | |||||
| Edelweiss Business Loan | |||||
| L&T Finance Business Loan | |||||
| Muthoot Finance Business Loan | |||||
| Shriram Housing Business Loan | |||||
| UGRO Capital Business Loan | |||||
| SMFG India Business Loan | |||||
| Credit Saison Business Loan | |||||
| India Bulls Bank Business Loan | |||||
| MAXEMO Business Loan | |||||
| Incred Business Loan | |||||
| Godrej Capital Business Loan | |||||
| SMC Finance Business Loan | |||||
| Bajaj Finserv Small Segment Business loan | |||||
| Aditya Birla Small Segment Business loan | |||||
| SMFG India Credit Small Segment Business loan | |||||
| Hero Fincorp Small Segment Business loan | |||||
| Tata Capital Small Segment Business loan | |||||
| Federal Bank Business Loan | |||||
| Poonewala Business Loan(Small segment) | |||||
| RECUR CLUB BUSINESS LOAN | |||||
| HDFC Bank Business Loan (Small vertical) | |||||
| Groyo Business Loan | |||||
| Finagg Business Loan | |||||
| FlexiLoans Business | |||||
| ARKA Business Loan | |||||
| IDFC Bank Business Loan Small Segment | |||||
| AU Small Finance Business Loan | |||||
| AWANSE Finance Business Loan | |||||
| Credit Saison Business Loan Small Vertical | |||||
| Choice Equity Broking Business Loan | |||||
| Ambit Finvest Business Loan | |||||
| Aye-Fin Business Loan | |||||
| Aditya Birla UBL Business Loan | |||||
| Feature 362 | |||||
| Choice Business Loan | |||||
| Feature 365 | |||||
| Dhanvarsha Business Loan (Small) | |||||
| Dhanvarsha Business Loan | |||||
| Ambit Finance Small Business Loan | |||||
| Stashfin Business Loan | |||||
| Protium Business Loan | |||||
| Chintamani Finlease Business Loan | |||||
| Feature 1352 | |||||
| Gold loan | |||||
| India Gold Loan | |||||
| Loan Against Property | |||||
| India Infoline Loan Against Property | |||||
| HDFC Bank Loan Against Property | |||||
| DBS Bank Loan Against Property | |||||
| Indian Bank Loan Against Property | |||||
| ICICI Bank Loan Against Property | |||||
| Hero Housing Loan Against Property | |||||
| India Shelter Loan Against Property | |||||
| Satin Housing Loan Against Property | |||||
| Indiabulls Finance Loan Against Property | |||||
| DMI Housing Loan Against Property | |||||
| Federal Bank Loan Against Property | |||||
| Axis Finance Loan Against Property | |||||
| Aavas Loan Against Property | |||||
| Bank of India Loan Against Property | |||||
| Bajaj Housing Loan Against Property | |||||
| Kotak Bank Loan Against Property | |||||
| Axis Bank Loan Against Property | |||||
| Feature 270 | |||||
| Piramal Loan Against Property | |||||
| Union Bank Loan Against Property | |||||
| Aditya Birla Housing Loan Against Property | |||||
| Deutsche Bank Loan Against Property | |||||
| Cholamandalam loan against property | |||||
| Shubham Housing Loan Against Property | |||||
| SMFG India Loan Against Property | |||||
| Yes Bank Loan Against Property | |||||
| Central Bank Loan Against Property | |||||
| RBL Bank Loan against Property | |||||
| Shriram Housing Loan Against Property | |||||
| DCB Bank loan against property | |||||
| Standard Chartered Loan Against Property | |||||
| Capri Housing Loan Against Property | |||||
| Edelweiss Loan Against Property | |||||
| Hero Fincorp Loan Against Property | |||||
| Vistaar Loan Against Property | |||||
| Feature 302 | |||||
| Tata Housing Loan Against Property | |||||
| Vastu Loan Against Property | |||||
| Adhar Housing Loan Against Property | |||||
| Motilal Oswal Loan Against Property | |||||
| Bajaj Finance Loan Against Property | |||||
| Bank of Maharashtra Loan Against Property | |||||
| Canara Bank Loan Against Property | |||||
| Anand Rathi Loan Against Property | |||||
| HDB Finance Loan Against Property | |||||
| Godrej Capital Loan Against Property | |||||
| Incred Loan Against Property | |||||
| Cholamandlam Loan Against Property (SME Division) | |||||
| Aditya Birla Finance (SME Small Segment) | |||||
| AU Bank Business Banking (LAP/DOD upto 20Cr) | |||||
| Axis Bank SBG Vertical (Loan against Property+DOD Limit Turnover upto 30 Cr) | |||||
| HDFC Bank (Business Banking Loan against Property upto 200Cr) | |||||
| HDFC Bank (ERG Vertical Loan against Property upto 5000Cr) | |||||
| UGRO Capital Loan against Property (Large Vertical 50 lac 5 cr) | |||||
| We Rize Loan against Property | |||||
| Profectus Loan Against Property | |||||
| SMFG India Credit Loan against property (small vertical) | |||||
| SMC Finance Loan against property | |||||
| Aditya Birla Finance Ltd(Prime- Loan against Property) | |||||
| IDFC Bank Loan against Property | |||||
| Poonewala Loan against Property | |||||
| Unity Bank Loan against Property | |||||
| L&T Finance Loan Against Property | |||||
| SBI Loan against Property | |||||
| UGRO Capital Loan Against Property(Small) | |||||
| Utkarsh Bank Loan Against Property (Small Segment) | |||||
| Utkarsh Bank Loan Against Property (Large Segment) | |||||
| Jana Bank Loan Against Property | |||||
| PNB Housing Loan against Property | |||||
| IDFC Bank Loan against Property (Small Segment) | |||||
| Ambit Finvest Loan Against Property | |||||
| ARKA Loan Against Property | |||||
| Choice Loan Against Property | |||||
| Growth Sources Bank Loan Against Property | |||||
| Hinduja Housing Loan Against Property | |||||
| ICICI Finance Loan Against Property | |||||
| KIFS Housing Loan Against Property | |||||
| Suryoday Loan Against Property | |||||
| Indostar Loan Against Property | |||||
| IndusInd Bank Loan Against Property | |||||
| Fed Fina Loan Against Property | |||||
| Muthoot Finance Loan Against Property | |||||
| HSBC Bank Loan Against Property | |||||
| Bandhan Bank Loan Against Property | |||||
| GIC Housing Loan Against Property | |||||
| Axis Bank Asha Loan Against Property | |||||
| Mahindra Finance Loan against Property | |||||
| IDFC Bank (Suvidha) Loan against Property | |||||
| Karur Vysya Loan Against Property | |||||
| Chintamani Finlease Loan Against Property | |||||
| Clix Capital Loan Against Property | |||||
| Saraswat Loan Against Property | |||||
| AU Bank Loan Against Property | |||||
| Aadhar Housing Loan Against Property | |||||
| Feature 1418 | |||||
| Builder Loan | |||||
| Feature 432 | |||||
| Hospital Loan | |||||
| School Loan | |||||
| Profectus School Loan | |||||
| Avanse School Loan | |||||
| Clix Capital School Loan | |||||
| Aditya Birla School Loan | |||||
| Unity Bank School Loan | |||||
| Used Car Loan | |||||
| TATA Capital Used Car Loan | |||||
| Yes Bank Used Car Loan | |||||
| Axis Bank Used Car Loan | |||||
| Bajaj Housing Used Car Loan | |||||
| SK Finance Used Car Loan | |||||
| Vastu Finserv Used Car Loan | |||||
| AU Bank Used Car Loan | |||||
| Feature 405 | |||||
| Manappuram Used Car Loan | |||||
| Kotak Bank Used Car Loan | |||||
| Cholamandalam Used Car Loan | |||||
| Kotak Prime Used Car Loan | |||||
| HDB Financial Used Car Loan | |||||
| New Car loan | |||||
| Axis Bank New Car Loan | |||||
| Yes Bank New Car Loan | |||||
| Bank of Maharashtra New Car Loan | |||||
| Vastu Finserv New Car Loan | |||||
| MANAPPURAM FINANCE LIMITED | |||||
| Kotak Bank New Car Loan | |||||
| Cholamandalam New Car loan | |||||
| Bank of Baroda New Car Loan | |||||
| Punjab & Sindh Bank New Car Loan | |||||
| Indian Overseas Bank New Car Loan | |||||
| Bank of India New Car Loan | |||||
| SK Finance New Car Loan | |||||
| Indian Bank New Car Loan | |||||
| UNION Bank New Car Loan | |||||
| KOTAK PRIME NEW CAR LOAN | |||||
| HDB Finance New Car Loan | |||||
| ICICI Bank New Car Loan | |||||
| Chintamani Finlease Car Loan | |||||
| Education loan | |||||
| Eduwanse Education Loan | |||||
| IDFC Bank Education Loan | |||||
| HDFC Bank Education Loan | |||||
| Heavy Vehicle Loan | |||||
| Working Capital | |||||
| Feature 433 | |||||
| DCB Bank Working Capital | |||||
| RBL Bank Working Capital | |||||
| Indusind Bank Working Capital | |||||
| Utkarsh Bank Working Capital Loan | |||||
| Loan Against Mutual Fund | |||||
| Loan Against Security | |||||
| Abhi Loan Against Security | |||||
| Feature 439 | |||||
| Feature 440 | |||||
| CGTMSE Loan | |||||
| HDFC Bank CGTMSE Loan | |||||
| Kotak Bank CGTMSE Loan | |||||
| Axis Bank SBG Vertical (CGTMSE) | |||||
| AU Bank Working Capital (CGTSME Loan) | |||||
| passenger Commercial Vehicle | |||||
| Axis Bank Commercial Vehicle Loan | |||||
| Kotak Bank Commercial Vehicle Loan | |||||
| SK Finance Commercial Vehicle Loan | |||||
| ICICI Commercial Vehicle Loan | |||||
| Cholamandalam commercial vehicle loan | |||||
| Feature 144 | |||||
| Clix Capital Equipment Loan | |||||
| AXIS Bank Equipment Loan | |||||
| HDFC Equipment Loan | |||||
| Cholamandalam Equipment Loan | |||||
| Tata Capital equipment Loan | |||||
| Kotak Bank Equipment Loan | |||||
| Profectus Capital Equipment Loan | |||||
| Bajaj Finserv Equipment Loan | |||||
| Bill Discounting | |||||
| Yes Bank Prosperity Credit Card | |||||
| ICICI Bank Expression Credit Card | |||||
| debt consolidation | |||||
| Debt Consolidation | |||||
| Card By bank | |||||
| HDFC Credit Card | |||||
| Axis Bank Credit Card | |||||
| AU Bank Credit Card | |||||
| Income Base Credit card | |||||
| HDFC Bank Doctors Regalia Credit Card | |||||
| HDFC Bank Diners Club Black Credit Card | |||||
| HDFC Bank Millennia Credit Card | |||||
| HDFC Bank Money Back + Credit Card | |||||
| HDFC Bank Money Back Credit Card | |||||
| HDFC Bank Business Money Back Credit Card | |||||
| HDFC Bank Regalia Credit Card | |||||
| HDFC Bank Regalia Gold Credit Card | |||||
| HDFC Bank Regalia First Credit Card | |||||
| HDFC Bank Business Regalia Credit Card | |||||
| HDFC Bank Indian Oil Credit Card | |||||
| HDFC Bank Diners Club Rewardz Credit Card | |||||
| HDFC BankDiners Club Miles Credit Card | |||||
| HDFC Bank Diners Club Privilege Credit Card | |||||
| HDFC Bank Business Regalia First Credit Card | |||||
| HDFC Bank Paytm Select Business Credit Card | |||||
| HDFC Bank Paytm Business Credit Card | |||||
| HDFC BankPaytm Digital Credit Card | |||||
| HDFC BankPaytm Mobile Credit Card | |||||
| HDFC BankPaytm Select Credit Card | |||||
| HDFC Bank Freedome Credit Card | |||||
| HDFC BankTata Neu Infinity Credit Card | |||||
| HDFC BankTata Neu Plus Credit Card | |||||
| HDFC BankIRCTC Credit Card | |||||
| HDFC Bank Platinum Edge Credit Card | |||||
| HDFC BankShoppers Stop Credit Card | |||||
| HDFC BankShoppers Stop Black Credit Card | |||||
| HDFC Bank Times Platinum Credit Card | |||||
| HDFC Bank Times Titanium Credit Card | |||||
| HDFC Bank Times Credit Card | |||||
| HDFC Bank 6E Indigo Credit Card | |||||
| HDFC Bank 6E Rewards Indigo XL Credit Card | |||||
| HDFC Bank Easy EMI Credit Card | |||||
| HDFC Bank All Miles Credit Card | |||||
| HDFC BankMarriot Bonvoy Credit Card | |||||
| HDFC Bank Doctors Superia Credit Card | |||||
| HDFC Bank Superia Airline Credit Card | |||||
| HDFC BankRetalio Credit Card | |||||
| HDFC BankSwiggy Credit Card | |||||
| HDFC Bank Pinelabs Credit Card | |||||
| Indusind Bank Platinum Aura Edge Credit Card | |||||
| ICICI Bank Sapphiro Credit Card | |||||
| Yes Bank First Preferred Credit Card | |||||
| ICICI Bank HPCL Super Saver Credit Card | |||||
| HDFC Bank Pinelabs Pro Credit Card | |||||
| HDFC Bank CSC Small Credit Card | |||||
| HDFC Bank Best Price Save Max Credit Card | |||||
| HDFC Bank Best Price Save Smart Credit Card | |||||
| HDFC Bank Flipkart Wholesale Credit Card | |||||
| HDFC Bank Intermiles Credit Card | |||||
| AU Bank LIT Credit Card | |||||
| AU Bank Vetta Credit Card | |||||
| AU Bank Altura Plus Credit Card | |||||
| Kotak Bank Feast Gold Credit Card | |||||
| IDFC First Bank Classic Credit Card | |||||
| AU Bank Altura Credit Card | |||||
| IDFC First Bank Milenia Credit Card | |||||
| IDFC First Bank Power Credit Card | |||||
| IDFC First Bank Wealth Credit Card | |||||
| IDFC First Bank Digital Rupay Credit Card | |||||
| IDFC First Bank LIC Classic Credit Card | |||||
| IDFC First Bank LIC Select Credit Card | |||||
| IDFC First Bank SWYP Credit Card | |||||
| Indusind Bank DUO Credit Card | |||||
| Indusind Bank Platinum VISA Credit Card | |||||
| Indusind Bank Pinnacle Credit Card | |||||
| Indusind Bank Grand Pinacle Credit Card | |||||
| Indusind Bank Odyssey Credit Card | |||||
| Indusind Bank Voyage Credit Card | |||||
| Indusind Bank Platinum Rupay Credit Card | |||||
| Kotak Bank 811# Dream Different Credit Card | |||||
| Kotak Bank Urbane Gold Credit Card | |||||
| Kotak Bank Fortune Gold Credit Card | |||||
| Kotak Bank PVR Gold Credit Card | |||||
| Kotak Bank PVR Platinum Credit Card | |||||
| Kotak Bank PVR INOX Credit Card | |||||
| Kotak Bank Mojo Rupay Credit Card | |||||
| Kotak Bank Royale Signature Credit Card | |||||
| Kotak Bank Zen Signature Credit Card | |||||
| Kotak Bank White Signature Credit Card | |||||
| Kotak Bank League Platinum Credit Card | |||||
| Kotak Bank Delight Platinum Credit Card | |||||
| Kotak Bank Privy League Signature Credit Card | |||||
| Kotak Bank NRI Royale Signature Credit Card | |||||
| Kotak Bank Essentia Platinum Credit Card | |||||
| Kotak Bank Signature Credit Card | |||||
| Kotak Bank INFINITE Credit Card | |||||
| Kotak Bank BIZ Credit Card | |||||
| Kotak Bank Veer Platinum Credit Card | |||||
| Kotak Bank Veer Select Credit Card | |||||
| Kotak Bank 6E Reward Indigo Credit Card | |||||
| Kotak Bank 6E Reward XL Indigo Credit Card | |||||
| Kotak 811 Credit Card | |||||
| Kotak Bank Metro Credit Card | |||||
| Kotak Bank Indian Oil Credit Card | |||||
| Kotak Bank White Credit Card | |||||
| Kotak Bank Myntra Credit Card | |||||
| Kotak Bank UPI Rupay Virtual Credit Card | |||||
| ICICI Bank Rubyx Credit Card | |||||
| KOTAK BANK CREDIT CARD | |||||
| IDFC BANK CREDIT CARD | |||||
| Credit Card to Existing Card Holder | |||||
| AU Bank Zenith Credit Card | |||||
| Yes Bank ACE Credit Card | |||||
| ICICI Bank Emirates Skywards Sapphiro Credit Card | |||||
| ICICI Bank Emirates Skywards Rubyx Credit Card | |||||
| ICICI Bank Coral Credit Card | |||||
| ICICI Bank Platinum Chip Credit Card | |||||
| ICICI Bank Amazon Pay Credit Card | |||||
| ICICI Bank HPCL Coral Credit Card | |||||
| ICICI Bank Manchaseter United Platinum Credit Card | |||||
| ICICI Bank Chennai Super Kings Credit Card | |||||
| ICICI Bank Accelero Credit Card | |||||
| ICICI Bank Makemy Trip Platinum Credit Card | |||||
| ICICI Bank Makemy Trip Signature Credit Card | |||||
| ICICI Bank Parakaram Credit Card | |||||
| ICICI Bank Parakram Select Credit Card | |||||
| ICICI Bank Emirates Skywards Emerald Credit Card | |||||
| Yes Bank Prosperity Rewards Credit Card | |||||
| Yes Bank Prosperity Cash Back Plus Credit Card | |||||
| Yes Bank Prosperity Cash Back Credit Card | |||||
| Yes Bank Wellness Credit Card | |||||
| Yes Bank Wellness Plus Credit Card | |||||
| Yes Bank EMI Credit Card | |||||
| Yes Bank BYOC Credit Card | |||||
| HDFC Bank Doctor's Regalia Credit Card | |||||
| HDFC Bank IRCTC Credit Card | |||||
| HDFC Bank Business Moneyback Credit Card | |||||
| AU SMALL FINANCE BANK CREDIT CARD UTM | |||||
| HDFC BankTata Neu Infinity Credit Card | |||||
| AU Bank Zenith Plus Credit Card | |||||
| Indusind Bank Legend Credit Card | |||||
| Investment | |||||
| Mutual Funds | |||||
| Systematic Investment Plan | |||||
| Fixed Deposits | |||||
| Government Bonds | |||||
| Certificate of Deposit | |||||
| Stock Investments | |||||
| GST Refund | |||||
| GST Registration | |||||
| Net Wroth Certificate | |||||
| Certified list of Shareholder & Directors | |||||
| Certified Stock Report | |||||
| Turnover Certificate | |||||
| Statutory Liability Certificate | |||||
| Fund Utilization Certificate | |||||
| Capital Infusion Certificate | |||||
| Income Tax Return | |||||
| Feature 738 | |||||
| Feature 739 | |||||
| Feature 740 | |||||
| Feature 741 | |||||
| Feature 742 | |||||
| Feature 743 | |||||
| GSTR 3B Return | |||||
| GST Return Filling | |||||
| GST Notice | |||||
| GST Appeal | |||||
| GST Annual Return Filling | |||||
| GST Ammendment | |||||
| Feature 475 | |||||
| Company Registration | |||||
| DIN EKYC Filling | |||||
| LLP Registration | |||||
| GST Registration & Ammendment | |||||
| Startup India | |||||
| FCRA Registration | |||||
| Darpan Registration | |||||
| Feature 477 | |||||
| Stock Report Preparation | |||||
| Projected Balance Sheet for Next 3 Year | |||||
| CMA Data (3 Year) | |||||
| Project Report | |||||
| CMA Data with Project Report (7 year) | |||||
| GST Compliance & Reconciliation | |||||
| GST Audit & Annual Filling | |||||
| Feature 1013 | |||||
| EWAY Bill Services | |||||
| GST Advisory & Consultation | |||||
| GSTR 1 Return | |||||
| IT Services | |||||
| Digital Services | |||||
| Software Development | |||||
| Infrastructure Services | |||||
| IT Consulting | |||||
| IT Support & Services | |||||
| Insurance | |||||
| Life Insurance | |||||
| Unit Link Plan (ULIP) | |||||
| Term Life Insurance | |||||
| Key Men Insurance Policy | |||||
| Term Life Insurance (NRI) | |||||
| Health Insurance | |||||
| Family Health Insurance | |||||
| Personal Health Insurance | |||||
| Group Health Insurance | |||||
| OPD Plan | |||||
| General Insurance | |||||
| Car Insurance | |||||
| Two Wheeler Insuarnce | |||||
| Commercial Vehicle Insurance | |||||
| Stock Insurance | |||||
| Fire Insurance | |||||
| Property Insurance | |||||
| Marine Insurance | |||||
| Equipment Insurance | |||||
| Travel Insurance | |||||
| Pet Insurance | |||||
| Tour and Travel | |||||
| Education | |||||
| FD Base Credit Card | |||||
| ICICI Bank Instant Platinum Credit Card | |||||
| IDFC First Bank WOW Credit Card | |||||
| ICICI Bank Coral Against FD Credit Card | |||||
| Fixed Deposit | |||||
| Faircent Fixed Deposit | |||||
| PNB Housing Fixed Deposit | |||||
| DEMAT Account | |||||
| HDFC Securities DMAT Account | |||||
| Recharge & Utility Payment | |||||
| Payspirint | |||||
| Airtel | |||||
| JIO prepaid recharge | |||||
| Direct money transfer | |||||
| DTH recharge | |||||
| Credit card payment | |||||
| Piramal Finance Personal Loan | |||||
| Leads | |||||
| Lead Tracker | |||||
| Add Lead | |||||
| Feature 27 | |||||
| Grab lead | |||||
| My Lead | |||||
| BID Lead | |||||
| Lead Funnel | |||||
| Product | |||||
| Source Type | |||||
| Customer Name | |||||
| Grab Lead | |||||
| Calls | |||||
| Call Log | |||||
| Reset action | |||||
| Import Data | |||||
| Call Reporting | |||||
| Upload | |||||
| Export excel | |||||
| Accounts | |||||
| Payout | |||||
| Vendor RM | |||||
| All Vendors | |||||
| Vendor Code | |||||
| Vendor List | |||||
| Add banker designation | |||||
| Edit | |||||
| Change status | |||||
| Add Vendor Executive | |||||
| Feature 1356 | |||||
| Settings | |||||
| Offer | |||||
| Lead Assign Setting | |||||
| Company Settings | |||||
| Product Setting | |||||
| HEADER SERVICES | |||||
| Eligibility Checker | |||||
| Check Profile | |||||
| Serviceable Area | |||||
| Search Vendor | |||||
| Compare ROI | |||||
| EMI Calculator | |||||
| Get CIBIL | |||||
| Teams | |||||
| Add Team | |||||
| My Team | |||||
| My Downline | |||||
| My Upline | |||||
| Channel Created | |||||
| Channel Mapped | |||||
| Add Employee | |||||
| Designation Setting | |||||
| Add Franchise | |||||
| Add Agent | |||||
| Partner | |||||
| Supporting Tools | |||||
| Create Banner & Offer | |||||
| Verified Leads | |||||
| Purchase Lead | |||||
| Invoice | |||||
| Create Banner | |||||
| Verify Lead | |||||
| Knowledge Hub | |||||
| Purchase | |||||
| Support | |||||
| Inbox | |||||
| Reply | |||||
| Move to Trash | |||||
| Download Document | |||||
| Reply to all | |||||
| Mail Setting |