CRM-SFA FOR NBFCs IN AFRICA
Your reach is agents, DSAs and direct teams spread across markets nobody visits weekly. BeatRoute is the CRM-SFA built to execute NBFC goals across all three.
Direct Channel
with Field Sales Executives & DSAs
Indirect Channel
with Agents & Retail Partners
B2B
with Relationship Managers
Trusted by Paga in Nigeria and Selcom in Tanzania
Ready to deploy for NBFCs on day one.
Scalable, but slow, capex heavy, opex heavy.
Hold partner records and pipelines, but assume the work happens at a desk.
Log visits, but treat a partner like an outlet to stock, not a recurring source of business.
Empower field sales executives and direct sales agents with AI-guided lead prioritization, visit planning and rapid follow-ups, so leads are automatically assigned and nothing leaks between capture and closure.
Lead Management for Field Sales→
Run partner onboarding, field execution and engagement as one motion, scouting, structured onboarding, engagement cadences, loyalty for consistent partners, and dormancy flagged early, while there's still time to re-engage.
Partner Management for NBFCs→
Equip RMs with a 360-degree view of customer portfolios, renewal cues and cross-sell opportunities for loans, insurance and savings products, with KYC-ready onboarding completed right from the field.
Customer Onboarding→GET STARTED
We'll model your goals, your sales processes and your channels. You walk away with a deployment plan, not a slide deck.
GOAL-DRIVEN AI
Sends every rep to the leads and partners where they can make business impact.
Builds weekly and monthly visit plans that recover missed partner coverage automatically.
Prepares a high impact meeting agenda for every single visit.
Answers managers' questions, which partners have gone dormant, where engagement is dropping, in plain English.
Role-based workflows for loan officers, insurance agents and relationship managers.
Flexible team and territory hierarchy by regions.
Distinct KPIs and processes for direct, partner and B2B teams.
Configurable incentive linked to your KPIs.
Toggle features as business needs change.
Go-live is just the beginning. The real cost shows up when your system cannot keep up. We have consciously built BeatRoute to scale with you, without constant rework.
Vinay Singh, CEO, BeatRoute
Core banking, insurance platforms or any CRM, plus your data lake, finance, HRMS and ticketing systems.
Take better decisions with your entire data.
Use built-in BeatRoute AI from day one.
Run centralized AI on top by combining BeatRoute data with your other tools.
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One that runs direct teams and partner networks in the same system. Agents, DSAs and field officers work to the same goals, with onboarding, KYC capture and follow-up visible in one place rather than split across channels.
Yes. Agents and DSAs are onboarded, given territories, targeted and paid against verified activity, so partner performance is managed like field performance.
Yes. Documents and customer details are captured at the point of sale with the visit record attached, so onboarding does not restart at the branch.
Yes. Visits, applications and document capture work on the device and sync when the network returns. It matters most in the areas where reach is the growth story.
Every field activity is time-stamped and geo-verified, so payouts to agents and DSAs are settled against evidence rather than argued at month end.