CRM-SFA FOR NBFC LENDING IN THE PHILIPPINES
Loans here are sold face to face: agents working markets and towns, partners feeding referrals. BeatRoute plans agent days and keeps every lead alive to disbursal.
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.
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It plans each agent's day by territory and potential, and catches every lead at the source. Follow-ups run until disbursal, and the field work is geo-verified. It is the platform Philippine brands like San Miguel trust in the field.
Every lead has an owner, a stage and a next step that lands in the agent's visit plan. A lead that stalls shows up on the manager's screen while it can still be saved.
Yes. Partner referrals, from a wholesaler, a drugstore or a dealer network, flow into the same pipeline as agent leads, and incentives settle on verified outcomes.
Yes. Collection visits are planned, geo-verified and recorded against accounts, which protects the agent and gives the borrower a clean, documented interaction.
BeatRoute runs a privacy program aligned with data protection regulations in its operating markets, including the Data Privacy Act of 2012, with SOC 2 Type II and ISO 27001 certifications.