AI-POWERED WORKFLOW
Customer Onboarding
Create a complete CRM profile in one guided flow.
← CRM Dashboard
01 / CUSTOMER PROFILE
Identity & Contact
✦ AI VALIDATION
Full Name*
Mobile*
Email
PAN
Date of Birth
Occupation
Salaried
Self Employed
Business Owner
Professional
02 / FINANCIAL PROFILE
Business & Loan
Business Name
Business Vintage
New / Below 1 Year
1–2 Years
2–5 Years
5+ Years
Monthly Income / Turnover
Loan Product
Business Loan
Personal Loan
Micro LAP
Other
Requested Amount
City
State
Bihar
Jharkhand
Uttar Pradesh
Other
Assigned To
03 / DOCUMENT & CRM NOTES
Verification Queue
⌁
Identity Proof
Upload later from CRM
⌁
Income / Business Proof
Upload later from CRM
⌁
Bank Statement
Upload later from CRM
CRM Notes
AI pre-check
Application will enter KYC Pending status and appear in CRM.
Create Customer & Start CRM →