A CRM built for lenders

One card for each client: profile, applications, loans, payments, calls, messages and tasks. Sales, support and collections see the same history.

See a client card
lendhero CRM software interface
1
card with every loan, call and message
All teams
share the same history
Tasks
with deadlines and owners
Segments
for campaigns and win-back

Capabilities

Every conversation, next to every loan

Client card

All data, loans and documents in one place. Profile, KYC status, consents and every document in tabs.

Timeline

Calls, chats, emails and system events in order. Each entry keeps who, when, which channel and the outcome.

Tasks

Follow-ups, callbacks and reviews with deadlines. Queues per team, with SLA timers and reassignment by a supervisor.

Segments

Lists by behaviour, product and risk. Lists update as loans move, so a campaign always reaches the current group.

Calls and recordings

Click-to-call with outcomes logged. Dial from the card, log the result, attach the recording.

Campaigns

Offers to the right segment at the right time. Pre-approved offers by push, SMS or email, with take-up tracked.

How it works

From lead to repeat borrower

  1. 01CaptureLeads from every channel.
  2. 02ConvertTasks and follow-ups for sales.
  3. 03ServeSupport sees the full history.
  4. 04CollectCollectors see past promises.
  5. 05RetainRepeat offers to good payers.

Segments

Offer the next loan to the right people

Build segments from payment behaviour, product and risk, and send pre-approved offers to the borrowers you want to keep.

  • Live segmentsUpdate as loans move.
  • Pre-approved offersSent in one click.
  • Take-up trackedSee who opened, applied and took the loan.
Offer the next loan to the right people: lendhero interface

Works together with

Related modules

Back officeThe CRM lives inside the workspace.
CommunicationsMessages from the client card.
LoyaltyRewards for good borrowers.

Questions

Frequently asked

Didn’t find the answer? Write to us and we’ll reply within one business day.

Do sales, support and collections share one card?+

Yes. Every team sees the same client history, limited by their rights.

Are calls recorded?+

Yes, if you switch it on. Recordings are linked to the client's profile and kept for the period you set.

Can we build segments?+

Yes. Build segments by any field, such as product, status, region or payment history.

Can we run campaigns?+

Yes. Send offers to a segment by SMS, email or push and track who applied.

Can we import clients from another CRM?+

Yes. Import clients and their history from a file or through the API.

Book a demo

See on your own products

We’ll walk you through the platform, show what matters for your products and answer questions about your business.

  • A 30-minute call
  • A walkthrough on your products and markets
  • Answers on timeline, integrations and pricing

Tell us about your lending

We reply within one business day.

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