CRM-SFA FOR NBFCs & FINANCIAL SERVICES
The only CRM-SFA platform built to execute NBFC sales goals — across all three channels: direct field sales, partner networks, and B2B relationships.
Direct Channel
with Field Sales Executives & DSAs
Indirect Channel
with Agents & Retail Partners
B2B
with Relationship Managers
Trusted by NBFCs and financial-services brands worldwide
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.
FAQ
BeatRoute is the only CRM-SFA built for how NBFCs actually sell — in the field, across three channels at once. Unlike horizontal CRMs that hold partner records but assume the work happens at a desk, or FMCG SFAs that log visits but treat a partner like an outlet to stock, BeatRoute runs direct field sales (AI-guided lead prioritization, visit planning, GPS-verified activity), partner channel management (scouting, onboarding, engagement cadences, early dormancy alerts) and B2B relationship management (360-degree portfolio views, renewal and cross-sell cues) on one platform. Trusted by financial-services brands like Selcom, Paga and Adhikar Microfinance, with BeatRoute serving customers across 20+ countries.
BeatRoute runs partner onboarding, field execution and engagement as one motion instead of three. Partners — village agents, retailers, mobile-recharge shop owners, DSAs — are scouted and onboarded with structured workflows, segmented by how much business they source so effort follows value, and engaged on built-in cadences with loyalty for consistent partners. The moment a partner's activity drops, the system flags it early — while there is still time to re-engage — instead of letting the partner drift dormant unnoticed. Visit plans are driven by partner profile, last-visit recency and dormancy risk, not the rep's memory, and geo-tagged visits with in-app claims tie every expense reimbursement to verified field activity.
Yes. BeatRoute supports onboarding journeys with mobile-based KYC capture, document uploads, and automated progress tracking — with AI-driven document verification, OCR technology, and masked data displays to keep onboarding secure and fraud-proof. Sales teams complete account opening, loan disbursal, or insurance activation right from the field, and reps can deliver multimedia training content to partners who are not always literate in financial products, directly through the partner loyalty app or the rep's mobile app during visits.
BeatRoute embeds live AI agents directly in field execution — not just dashboards. The Scheduling AI Agent sends every rep to the leads and partners where they can make business impact; the Journey Planning AI Agent builds weekly and monthly visit plans that recover missed coverage; the Customer Insights Agent prepares a high impact meeting agenda for every visit; and BeatRoute Copilot lets managers ask in plain language which partners have gone dormant or where engagement is dropping and get the answer instantly — no dashboards, no weekly reports.
Yes. BeatRoute is designed with enterprise-grade security, access controls, and audit trails. It ensures role-based data access, GPS-stamped visit logs, and timestamped customer interactions to help meet regulatory standards — and integrates with core banking solutions, CRMs, and insurance management platforms so customer data, transaction history, and funnel progress stay in sync between field and backend.
