Start with SigmaDSA CRM. Upgrade to SigmaDSA AI when you're ready. No hidden fees, no lock-in contracts.
Full CRM for solo DSAs — manage leads, files, and callbacks without AI.
CRM + AI Employee to automate your daily workflow.
Full AI suite — BSA, Document AI, CIBIL, and everything automated.
Pick exactly the features you need — pay only for what you use.
A detailed breakdown so you can pick the perfect plan for your business.
| Feature | CRM | Pro | AI | Custom |
|---|---|---|---|---|
| Lead & File Management | ||||
| Unlimited leads | ||||
| 9-stage file pipeline | ||||
| Callback management & reminders | ||||
| Commission tracking | ||||
| Lead capture forms | ||||
| Bulk import / export | ||||
| Multi-lender submission | ||||
| AI Features | ||||
| AI Employee (CRM queries & actions) | ||||
| AI Employee on WhatsApp | ||||
| Bank Statement Analyzer (ABB, DSCR, FOIR) | ||||
| Document AI | ||||
| CIBIL integration | ||||
| Voice note transcription (10+ languages) | ||||
| Communication | ||||
| WhatsApp notifications | ||||
| WhatsApp AI Employee | ||||
| SMS notifications | ||||
| Branded email domain | ||||
| Custom notification templates | ||||
| Dashboard & Reports | ||||
| Smart dashboard | ||||
| Basic reports | ||||
| Advanced reports & analytics | ||||
| Team performance leaderboard | ||||
| Custom report builder | ||||
| Platform & Support | ||||
| Users included | Up to 3 | Up to 5 | Up to 10 | Unlimited |
| Public website | ||||
| Custom branded website | ||||
| White-label option | ||||
| API access & webhooks | ||||
| Dedicated account manager | ||||
| Email support | ||||
| Priority support | ||||
| Phone support | ||||
Everything you need to know before getting started.
SigmaDSA CRM gives you a complete loan CRM — leads, file pipeline, callbacks, dashboard, and WhatsApp notifications. SigmaDSA Pro adds AI Employee to automate your daily tasks via CRM and WhatsApp. SigmaDSA AI includes everything in Pro plus Bank Statement Analyzer, Document AI, CIBIL integration, and advanced analytics.
Absolutely. Start with any plan and upgrade anytime. All your data carries over seamlessly — no migration needed.
Yes! Book a demo and our team will give you a personalized walkthrough. We'll help you get set up and ensure SigmaDSA is the right fit before you commit.
We accept all major credit/debit cards, UPI, net banking, and bank transfers. Annual billing is available at a discounted rate.
Enterprise adds unlimited users, a custom branded website with your own domain, branded email service, white-label option, dedicated account manager, API access, and custom integrations.
Bank-grade security. All data is encrypted at rest and in transit, with role-based access control, automated backups, and SOC 2 compliant infrastructure.
Our team will help you find the right plan and get onboarded in under 30 minutes. No sales pressure, just answers.
