The operating system for Indian financial services.
One suite to run your lending or advisory business end-to-end — capture leads, underwrite faster, and communicate on email that's truly yours. Built for NBFCs, DSAs and brokers, with data resident in India.
Built for every corner of Indian financial services
The CRM that speaks lending.
Generic CRMs make you bend your process to fit their fields. Sezo CRM ships with the pipeline, deal fields and workflows Indian lenders actually use — and lets AI do the busywork.
Lending pipeline, your way
Customisable stages from lead to disbursed. Drag applications through underwriting, track ₹ in flight per stage.
360° borrower profiles
PAN, CIBIL, income, EMIs and documents on one screen — with a full activity timeline for every applicant.
WhatsApp-native
Leads from WhatsApp land straight in your pipeline. Reply from the CRM with wa.me deep links and templates.
Sezo AI copilot
Summarise a file, draft the next message, and get lender-match recommendations — grounded in your own data.
Live analytics
Disbursements, approval rates, TAT and DSA performance — reports that update as your team works.
Make it yours
Custom fields, saved views, ⌘K search and 4-role access control — plus mobile-first partner portals for your connectors.
Know your book
in real time.
Every disbursement, approval and rejection flows into dashboards your credit and growth teams can trust — sliced by product, source, DSA or branch. Export to board decks in a click.
See it on your data
Business email that looks
like you mean business.
Ditch the personal Gmail. Sezo Mail gives your firm secure, professional email on your own domain — with the deliverability, AI and CRM-integration a lending operation needs.
Hi Rohan,
As discussed, I've attached the GST returns for the last 6 months and the latest bank statement. The business loan is for expanding my textile unit in Ichalkaranji. Please let me know if you need anything else to process the application.
Thanks,
Priya
Thanks Priya — received both files. I'll run the assessment and revert within 2 working days with the sanction terms.
Email on your own domain
you@yourfirm.in — webmail plus IMAP/SMTP for Outlook, Apple Mail and phones, with autoconfig so devices just work.
Deliverability that lands
SPF, DKIM and DMARC configured for you, so sanction letters and statements reach the inbox — not spam.
Set up in minutes
A guided wizard configures your domain and verifies MX, SPF and DKIM live — then imports your old Gmail so nothing is left behind.
One login with the CRM
A lead email is one click from its pipeline card. Sign in once across the whole Sezo suite.
Separate tools create silos.
Sezo creates flow.
Sezo is the Finsamudra product suite — every product shares one identity, one customer record and one design language. A borrower's email, their application, their documents and their disbursement live together — so your team stops copy-pasting between five tabs.
- Single sign-on across the whole suite
- One shared customer & document store
- Consistent roles and permissions everywhere
- Add products without adding logins
Every rail your business runs on, already inside.
Foreign SaaS bolts India on as an afterthought. We started here. Compliance, payments, identity and communication are native — so you ship faster and stay audit-ready.
Data resident in India
Your database and files stay on India-based infrastructure — never leaves the country.
DPDP-ready by design
Consent, purpose limitation and data-principal rights baked into the platform.
UPI & Razorpay native
Collect fees and reconcile payments with the rails your customers already use.
WhatsApp for business
Capture leads and nudge borrowers on the channel India actually replies to.
KYC & bureau built in
PAN, Aadhaar-based KYC, CIBIL/Equifax soft pulls and bank-statement analysis.
Vernacular-ready
Interfaces and templates that work across India's languages, not just English.
Handling loans means handling trust.
You're responsible for sensitive financial data. We build like it — with residency, encryption and isolation that stand up to your compliance and audit teams.
Hosted in India
Databases and backups in Mumbai-region infrastructure with point-in-time recovery.
Encrypted everywhere
TLS in transit, encryption at rest, and least-privilege access for every service.
Isolated per tenant
Row-level and schema isolation so one client's data can never reach another.
99.9% uptime
Monitored infrastructure with automated failover and daily verified backups.
One suite, and it keeps growing.
Start with CRM and Mail today. As we ship, new products drop into the same login and customer record — no migrations, no new vendors.
Sezo CRM
Lending CRM with AI copilot
Sezo Mail
Business email on your domain
Sezo Lending
Pre-qualification, soft credit pull & auto lender-matching BRE
Sezo Chaser
AI agent that follows up on leads, docs & collections for you
Loved by the people who run the book.
“We moved off spreadsheets and a free Gmail. Now every application, document and email sits in one place — our turnaround dropped from a week to under three days.”
“The lending pipeline just fits how DSAs actually work. My connectors log in on their phones and I finally have real visibility into my whole book.”
Priced for Indian teams.
Simple monthly plans in rupees. No per-lead charges, no setup fees. Scale up or down as your book grows.
Starter
For solo DSAs & small teams
- Up to 5 users
- Sezo CRM · full lending pipeline
- 5 professional mailboxes
- WhatsApp lead capture
- Standard analytics
- Email support
Growth
For scaling NBFCs & brokerages
- Up to 25 users
- Everything in Starter, plus:
- Sezo AI copilot & smart replies
- Unlimited mailboxes on your domain
- DSA / referral-partner portals
- Advanced reports & saved views
- Priority onboarding
Enterprise
For large lenders & platforms
- Unlimited users & teams
- Dedicated India-hosted infrastructure
- SSO & custom roles
- Bureau, KYC & bank-statement APIs
- Data residency & audit guarantees
- Dedicated success manager
Prices exclusive of GST. Illustrative plans — final pricing tailored to your team size and product mix.
Join the Finsamudra waitlist.
We're onboarding NBFCs, DSAs and brokers in batches. Join the waitlist and we'll reach out to set up your workspace — with your data resident in India. Prefer a walkthrough first? Book a demo.