The operating system forIndian financial services.
Built for every corner of Indian financial services
The CRM that speaks lending.
Generic CRMs make you bend your process to fit their fields. Sezo CRM ships with the pipeline, deal fields and workflows Indian lenders actually use, and lets AI do the busywork.
Know your book
in real time.
Every disbursement, approval and rejection flows into dashboards your credit and growth teams can trust, sliced by product, source, DSA or branch. Export to board decks in a click.
See it on your data
Business email that looks like you mean business.
Ditch the personal Gmail. Sezo Mail gives your firm secure, professional email on your own domain, with the deliverability and CRM integration a lending operation needs.
Hi Rohan,
As discussed, I've attached the GST returns for the last 6 months and the latest bank statement. The business loan is for expanding my textile unit in Ichalkaranji. Please let me know if you need anything else to process the application.
Thanks,
Priya
Thanks Priya, received both files. I'll run the assessment and revert within 2 working days with the sanction terms.
Email on your own domain
you@yourfirm.in, with webmail plus IMAP/SMTP for Outlook, Apple Mail and phones. Autoconfig means devices just work.
Deliverability that lands
SPF, DKIM and DMARC configured for you, so sanction letters and statements reach the inbox, not spam.
Set up in minutes
A guided wizard configures your domain and verifies MX, SPF and DKIM live, then imports your old Gmail so nothing is left behind.
One login with the CRM
A lead email is one click from its pipeline card. Sign in once across the whole Sezo suite.
From domain to inbox
in three short steps.
Add your domain, connect DNS with live verification, create your first mailbox. The portal walks you through all of it in about five minutes, no consultant required.
Separate tools create silos.
Sezo creates flow.
Sezo is the Finsamudra product suite. Every product shares one identity, one customer record and one design language. A borrower's email, their application, their documents and their disbursement live together, so your team stops copy-pasting between five tabs.
- Single sign-on across the whole suite
- One shared customer & document store
- Consistent roles and permissions everywhere
- Add products without adding logins
Built for India, not localised for it.
Foreign SaaS bolts India on as an afterthought. We started here. Compliance, payments, identity and communication are native, so you ship faster and stay audit-ready.
Data resident in India
Your database and files stay on India-based infrastructure. They never leave the country.
DPDP-ready by design
Consent, purpose limitation and data-principal rights baked into the platform.
UPI & Razorpay native
Collect fees and reconcile payments with the rails your customers already use.
WhatsApp for business
Capture leads and nudge borrowers on the channel India actually replies to.
Vernacular-ready
Interfaces and templates that work across India's languages, not just English.
KYC & bureau built in
PAN, Aadhaar-based KYC, CIBIL/Equifax soft pulls and bank-statement analysis.
Handling loans means handling trust.
You're responsible for sensitive financial data. We build like it, with residency, encryption and isolation that stand up to your compliance and audit teams.
Hosted in India
Databases and backups in Mumbai-region infrastructure with point-in-time recovery.
Encrypted everywhere
TLS in transit, encryption at rest, and least-privilege access for every service.
Isolated per tenant
Row-level and schema isolation so one client's data can never reach another.
99.9% uptime
Monitored infrastructure with automated failover and daily verified backups.
Loved by the people who run the book.
“We moved off spreadsheets and a free Gmail. Now every application, document and email sits in one place. Our turnaround dropped from a week to under three days.”
“The lending pipeline just fits how DSAs actually work. My connectors log in on their phones and I finally have real visibility into my whole book.”
Priced for Indian teams.
Simple monthly plans in rupees. No per-lead charges, no setup fees. Scale up or down as your book grows.
Starter
For solo DSAs & small teams
- Up to 5 users
- Sezo CRM · full lending pipeline
- 5 professional mailboxes
- WhatsApp lead capture
- Standard analytics
- Email support
Growth
For scaling NBFCs & brokerages
- Up to 25 users
- Everything in Starter, plus:
- Sezo AI copilot & smart replies
- Unlimited mailboxes on your domain
- DSA / referral-partner portals
- Advanced reports & saved views
- Priority onboarding
Enterprise
For large lenders & platforms
- Unlimited users & teams
- Dedicated India-hosted infrastructure
- SSO & custom roles
- Bureau, KYC & bank-statement APIs
- Data residency & audit guarantees
- Dedicated success manager
Prices exclusive of GST. Illustrative plans, final pricing tailored to your team size and product mix.
Join the Finsamudra waitlist.
We're onboarding NBFCs, DSAs and brokers in batches. Join the waitlist and we'll reach out to set up your workspace, with your data resident in India.