💰 Loan Lead Management System

Capture loan enquiries and manage every lead from one simple dashboard.

Start Free Trial → Back to Home

For Loan Consultants

Loan leads represent highly urgent customer needs. When prospective applicants are left waiting or their records are scattered on WhatsApp, your approval rate and commissions drop. Organize them in one central dashboard instantly.

Core Features

➕ Add Leads

Input walk-in, call, or referral loan prospects directly into your pipeline from any device on the go.

📋 Simple Lead Management

Keep a clean list of active loan applicants without dealing with bloated custom software fields.

📢 Public Lead Form

Publish an online contact link to let prospective clients apply or request quotes easily on social profiles.

📲 Capture Leads from Facebook Ads

Automatically sync prospective loan borrowers straight from Facebook Lead Ads into your secure dashboard.

📸 Capture Leads from Instagram

Bring high-quality credit or loan inquiries directly from your Instagram social ad campaigns.

🌐 Capture Leads from Website

Embed our lightweight application form on your loan advisory website to collect client details organically.

💬 One-Tap WhatsApp

Directly contact borrowers on WhatsApp in one click to request required CIBIL or income documents.

📞 One-Tap Calling

Dial prospective loan applicants directly from your mobile dashboard for fast initial eligibility checks.

📧 Email Integration

Receive immediate notifications and forward organic credit inquiries directly to your business inbox.

📝 WhatsApp & Email Templates

Pre-save lists of required documents (PAN, Aadhaar, ITR) to send to applicants in one click.

📥 CSV Import

Bulk upload past databases of applicants or offline lead sheets into your pipeline in seconds.

📊 Google Sheets Sync

Export lead details automatically in real-time to Google Sheets for smooth processing and backup.

📱 Mobile Friendly

Optimized interface that works perfectly on smartphones and tablets, making offline follow-ups very easy.

LeadPilot helps Indian businesses capture, organize and follow up with leads from WhatsApp, Facebook Ads, Instagram, Google Ads and websites using one simple Lead Management System.

Pricing

Solo Plan: ₹2,999 one-time — Perfect if you work alone. Includes unlimited leads, Public Lead Form, One-Tap WhatsApp & Calling, WhatsApp & Email Templates, CSV Import, and a Free Trial.

Team Plan: ₹4,999 one-time — For growing advisory teams. Everything in Solo + capture leads from Facebook Ads, Instagram, Google Ads, Website, and Google Sheets Sync.

Start Free Trial →