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.
Everything in CRM + AI that does the heavy lifting for you.
For large DSA operations — everything custom, everything unlimited.
A detailed breakdown so you can pick the perfect plan for your business.
| Feature | CRM | AI | Enterprise |
|---|---|---|---|
| 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) | |||
| 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 10 | Unlimited |
| 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, commission tracking, and WhatsApp notifications. SigmaDSA AI adds all AI features on top: AI Employee, Bank Statement Analyzer, AI Employee on WhatsApp, and advanced reports.
Absolutely. Start with SigmaDSA CRM to digitize your workflow, then upgrade to SigmaDSA AI whenever you're ready. 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.
