Dealership-first DMS covering sales, accounting, stock, RTO, insurance and CRM for vehicle dealers.
Made in India
Starts at
₹9,999/mo
Industry Solutions
Best Insurance, lending & banking CRM in India (2026)
BFSI CRM manages leads, applications and relationships for insurance companies and agents, lenders, NBFCs, microfinance institutions and banks. It tracks policies or loan applications through their stages, schedules renewals and collections follow-ups, and keeps the audit trail regulated businesses need.
13 products compared13 made in India0 with a free plan
Top rated here
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Dealership-first DMS covering sales, accounting, stock, RTO, insurance and CRM for vehicle dealers.
₹9,999/mo
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View
Insurance technology platform with policy administration, distribution, agency portal and bancassurance systems.
Made in India
Starts at
On request
Insurtech platform for insurance distribution including life, health and bancassurance programs.
Made in India
Starts at
On request
Digital CRM and modern lending platform for banking and insurance sales, service and marketing.
Made in India
Starts at
On request
Loan origination and loan management software for NBFCs and lenders with AI agents for underwriting and collections.
AI poweredMade in India
Starts at
On request
Lending lifecycle platform for banks and NBFCs with loan origination, loan management and collections.
Made in India
Starts at
On request
Insurance sales cycle management across every channel, part of the iorta agentic policy lifecycle suite.
Made in India
Starts at
On request
Sales Ninja is a sales CRM for mutual fund distributors in India to nurture and convert leads.
Made in India
Starts at
On request
AI-enabled loan recovery platform that improves borrower contactibility for lenders.
AI poweredMade in India
Starts at
On request
Agentic AI digital banking platform with pre-built customer journeys for banks and financial institutions.
AI poweredMade in India
Starts at
On request
Low-code digital lending platform with loan origination and loan management for banks and financial institutions.
Made in India
Starts at
On request
Insurance commerce and distribution platform with embedded insurance, sales ops intelligence and AI agents.
AI poweredMade in India
Starts at
On request
Automotive CRM for dealers covering lead capture, sales CRM, service appointments and insurance renewals.
Made in India
Starts at
On request
Ordered by App Advisor rating. Nothing here is paid placement — see how we rate software.
How to choose insurance, lending & banking crm
Check data security, role-based access and audit trails.
Confirm workflows match your product (policies, loans, deposits).
Ask about hosting location and integration with your core system.
What to look for
- ✓ Lead and application tracking by stage
- ✓ Policy renewal and loan follow-up reminders
- ✓ Document collection and KYC workflows
- ✓ Agent, DSA and branch management
- ✓ Collections and payment reminders
- ✓ Audit trails and role-based access
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Let us arrange your demos, free
Insurance, lending & banking CRM — frequently asked questions
What is BFSI CRM?+
CRM built for banking, financial services and insurance — managing leads, applications, renewals and collections with the controls regulated businesses need.
Related categories
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