Partner Plans

Empower Your Team With The Right Access

Build predictable revenue with curated packages built for every growth stage. Switch anytime without hidden fees.

  • Fast onboardingDedicated success manager
  • Bank-grade securityEncrypted compliance vault
Limited time

Heroic Partner Bundle

Save up to 35% when paid annually and unlock workflow automation templates plus concierge migration.

Stat35%Average savings
Users1.2k+Active partners

Explore plans tailored for every motion

Compare flexible billing, trials, and add-ons, then pick what fits your pipeline today.

Diamond
₹3,50,000₹3,00,00010 day trial
  • Valid for 365 days
  • Renewal: yearly
  • No add-ons
  • Plan type: CRM
Platinum
₹90,000₹65,00010 day trial
  • Valid for 365 days
  • Renewal: yearly
  • Add-ons available
  • Plan type: CRM
Gold Plan
₹75,000₹50,00010 day trial
  • Valid for 365 days
  • Renewal: yearly
  • No add-ons
  • Plan type: CRM
Silver Plan
₹25,000₹19,50010 day trial
  • Valid for 365 days
  • Renewal: yearly
  • No add-ons
  • Plan type: CRM
Bronze Plan
₹18,000₹11,00010 day trial
  • Valid for 365 days
  • Renewal: yearly
  • No add-ons
  • Plan type: CRM
Employee Plan
₹2,000₹1507 day trial
  • Valid for 360 days
  • Renewal: yearly
  • No add-ons
  • Plan type: CRM

Compare every feature by plan

From onboarding to analytics, decide which package unlocks the specs you need.

FeatureDiamond Platinum Gold PlanSilver PlanBronze PlanEmployee Plan
Products
CA & Legal Services
Banking Products
Tata Capital Personal Loan
Bajaj Finserve Personal Loan
werize personal loan
Axis Bank Personal Loan
HDFC Bank Personal Loan
Faircent Personal Loan
Money View Personal Loan
Muthoot Finance Personal Loan
ICICI Bank Personal Loan
Hero Fincorp Personal Loan
Personal loan
Upward Fintech Personal Loan
Finnable Personal Loan
Fibe (formerly EarlySalary) Personal Loan
FlexSalary Personal Loan
stashfin Personal Loan
Kotak Bank Personal Loan
Cholamandalam Personal Loan
RK Bansal Personal Loan
Bajaj Finserv Personal Loan (Rural)
Bajaj Finserv Personal Loan (Growth)
Alpha Money Personal Loan
SMFG India Credit Personal Loan
Chintamani Finlease Personal Loan
IDFC First Bank Personal Loan
Aditya Birla Capital Personal Loan
Axis Finance Personal Loan
Home loan
DCB Bank Home Loan
Federal Bank Home Loan
Karnataka Bank Home Loan
PNB Housing Home Loan
Axis Bank Home Loan
Tata Capital Home Loan
ICICI Bank Home Loan
Aditya Birla Home Loan
HDFC Bank Home Loans
Bank of Baroda Home Loan
Aadhar Housing Home Loan
Indian Bank Home loans
Shubham Housing Finance Home Loan
Bajaj Housing Finance Home Loan
DMI Home Loan
SBI Bank Home Loan
Bank of India Home Loan
Bank of Maharashtra Home Loan
Canara Bank Home Loan
Kotak Bank Home Loan
Induslnd Bank Home loan
Yes Bank Home Loan
RBL Bank Home loan
Indiabulls Finance Home loan
Union Bank of India Home Loan
Satin Housing Home Loan
Central Bank of India Home Loan
L & T Finance Services Bank Home Loan
Capri Global Bank Home Loan
AU Small Finance Home Loan
Motilal Oswal Home Loan
IDFC Bank Home Loan
PoonaWalla Finance Home Loan
Piramal Finance Home Loan
Mahindra Finance Home Loan
SMFG India Credit (Grahshakti Home loan upto 75 lac)
IIFL Bank Home Loan
Vastu Housing Finance Home Loan
Hero Housing Home Loan
Aavas Housing Home Loan
Shri Ram Housing Finance Home Loan
Vistaar Finance Home Loan
India Shelter Home Loan
Axis Finance Home Loan
Axis Bank (Asha Home Loan)
We Rize Home Loan
L&T Financial Home Loan
ICICI Home Finance Home Loan
Anand rathi home loan
Godrej Capital Home Loan
Hero fincorp home loan
Tata Housing Home Loan
UGRO Capital Home Loan
Unity Bank Home Loan
Jana Small Finance Bank Home Loan
GIC Housing Home Loan
Karur Vysya Home loan
Indusind Bank Home loan
Aavas Financiers Home Loan
Business loan
Hero Fincorp Business Loan
HDFC Bank Business Loan
IDFC Bank large segment Business Loan
ICICI Bank Business Loan
Bajaj Finserv Business Loan
Tata Capital Business Loan
Induslnd Bank Business Loan
Poonawala Finance Business Loan
Lendingkart Business Loan
Fusion Business Loan
Unity Bank Business Loan
Ashv Finance Business Loan
Piramal Finance Business Loan
Yes Bank Business Loan
AXIS Bank Business Loan
Aditya Birla Business Loan
Kotak Mahindra Business Loan
FlexiLoans Term Business Loan
Mas Finance Business Loan
Cholamandalam Business Loan
Clix Capital Business Loan
Get Vantage Business Loan
Vastu Finserv Business Loan
FedBank Finance Business Loan
Axis Finance Business Loan
Edelweiss Finance Business Loan
L&T Finance Business Loan
Muthoot Finance Business Loan
Shriram Finance Business Loan
UGRO Capital Business Loan
SMFG India Credit Business Loan
Credit Saison Business Loan
India Bulls Bank Business Loan
MAXEMO Business Loan
Incred Business Loan
Godrej Capital Business Loan
SMC Finance Business Loan
Bajaj Finserv Small Segment Business loan
Aditya Birla Small Segment Business loan
SMFG India Credit Small Segment Business loan
Hero Fincorp Small Segment Business loan
Tata Capital Small Segment Business loan
Federal Bank Business Loan
Poonewala Business Loan(Small segment)
RECUR CLUB BUSINESS LOAN
HDFC Bank Business Loan (Small vertical)
Groyo Business Loan
Finagg Supply Chain Business Loan
FlexiLoans Business
ARKA Finance Business Loan
IDFC Bank Business Loan Small Segment
AU Small Finance Business Loan
AWANSE Finance Business Loan
Credit Saison Business Loan Small Vertical
Choice Equity Broking Business Loan
Ambit Finvest Business Loans
Ayefin Business Loan
Aditya Birla UBL Business Loan
ARKA Business Loan
Choice Finserv Business Loan
Ambit Finance Business Loan
Dhanvarsha Business Loan (Small)
Dhanvarsha Business Loan (Large)
Ambit Finance Small Business Loan
Stashfin Business Loan
Protium Finance Business Loan
Chintamani Finlease Business Loan
Aditya Birla Capital Business Loan
Gold loan
India Gold Loan
Loan Against Property
IIFL Loan Against Property
HDFC Bank Loan Against Property
DBS Bank Loan Against Property
Indian Bank Loan Against Property
ICICI Bank Loan Against Property
Hero Housing Loan Against Property
India Shelter Housing Finance Loan Against Property
Satin Housing Loan Against Property
Indiabulls Finance Loan Against Property
DMI Loan Against Property
Federal Bank Loan Against Property
Axis Finance Loan Against Property
Aavas Loan Against Property
Bank of India Loan Against Property
Bajaj Housing Finance Loan Against Property
Kotak Bank Loan Against Property
Axis Bank Loan Against Property
CSB Bank Loan Against Property
Piramal Finance Loan Against Property
Union Bank Of India Loan Against Property
Aditya Birla Housing Loan Against Property
Deutsche Bank Loan Against Property
Cholamandalam loan against property
Shubham Housing Finance Loan Against Property
SMFG India Credit Loan Against Property
Yes Bank Loan Against Property
Central Bank of India Loan against Property
RBL Bank Loan against Property
Shriram Housing Finance Loan against Property
DCB Bank loan against property
Standard Charterd Bank Loan Against Property
Capri Global Bank Loan Against Property
Edelweiss Bank Loan Against Property
Hero Fincorp Loan Against Property
Vistaar Finance Loan Against Property
Tata Capital Loan Against Property
Tata Housing Capital Loan Against Property
Vastu Housing Loan Against Property
Adhar Housing Loan Against Property
Motilal Oswal Loan Against Property
Bajaj Finserv Loan Against Property
Bank of Maharashtra Loan Against Property
Canara Bank Loan Against Property
Anand Rathi Loan Against Property
HDB Finance Loan Against Property
Godrej Capital Loan Against Property
Incred Loan Against Property
Cholamandlam Loan Against Property (SME Division)
Aditya Birla Finance (SME Small Segment)
AU Bank Business Banking (LAP/DOD upto 20Cr)
Axis Bank SBG Vertical (Loan against Property+DOD Limit Turnover upto 30 Cr)
HDFC Bank (Business Banking Loan against Property upto 200Cr)
HDFC Bank (ERG Vertical Loan against Property upto 5000Cr)
UGRO Capital Loan against Property (Large Vertical 50 lac 5 cr)
We Rize Loan against Property
Profectus Capital (Loan against property)
SMFG India Credit Loan against property (small vertical)
SMC Finance Loan against property
Aditya Birla Finance Ltd(Prime- Loan against Property)
IDFC Bank Loan against Property
Poonewala Loan against Property
Unity Bank Loan against Property
L&T Financial Loan against Property
SBI Bank Loan against Property
UGRO Capital Loan Against Property(Small)
Utkarsh Bank Loan Against Property (Small Segment)
Utkarsh Bank Loan Against Property (Large Segment)
Jana Bank Loan Against Property
PNB Housing Loan against Property
IDFC Bank Loan against Property (Small Segment)
Ambit Corporate Finance Loan Against Property
ARKA Finance Loan Against Property
Choice Equity Broking Loan Against Property
Growth Sources Bank Loan Against Property
Hinduja Housing Loan Against Property
ICICI Finance Bank Loan Against Property
KIFS Housing Finance Loan Against Property
Suryoday Bank Loan Against Property
Indostar Capital Finance Loan Against Property
IndusInd Bank Loan Against Property
FedFina Financial Services Loan Against Property
Muthoot Finance Loan Against Property
HSBC Bank Loan Against Property
Bandhan Bank Loan Against Property
GIC Housing Finance Loan Against Property
Axis Bank Asha Loan Against Property
Mahindra Finance Loan against Property
IDFC Bank (Suvidha) Loan against Property
Karur Vysya Loan Against Property
Chintamani Finlease Loan Against Property
Clix Capital Loan Against Property
Saraswat Loan Against Property
AU Bank Loan Against Property
Aadhar Housing Loan Against Property
Aavas Financiers Loan Against Property
Builder Loan
Hospital Loan
School Loan
Profectus Capital School Finance
Avanse School Loan (School Loan)
Clix Capital School Loan
Aditya Birla School Loan
Unity Bank School Loan
Used Car Loan
TATA Capital Used Car Loan
Yes Bank Used Car Loan
Axis Bank Used Car Loan
Bajaj Finserv Used Car Loan
SK Finance Used Car Loan
Vastu Finserv Used Car Loan
AU Bank Used Car Loan
IDFC Used Car Loan
Manappuram Used Car Loan
Kotak Bank Used Car Loan
Cholamandalam Used Car Loan
Kotak Prime Used Car Loan
HDB Financial Used Car Loan
New Car loan
Axis Bank Car Loan
Yes Bank Car Loan
Bank of Maharashtra Car Loan
Vastu Finserv New Car Loan
MANAPPURAM FINANCE LIMITED
Kotak Bank New Car Loan
Cholamandalam New Car loan
Bank of Baroda New Car Loan
Punjab & Sindh Bank New Car Loan
Indian Overseas Bank New Car Loan
Bank of India New Car Loan
SK Finance Car Loan
Indian Bank New Car Loan
UNION Bank New Car Loan
KOTAK PRIME NEW CAR LOAN
HDB Finance New Car Loan
ICICI Bank New Car Loan
Chintamani Finlease Car Loan
Education loan
Eduwanse Education Loan
IDFC Bank Education Loan
HDFC Bank Education Loan
Heavy Vehicle Loan
Working Capital OD Limit
ICICI BUSINESS LOAN OVERDRAFT
DCB Working Capital Loan
RBL Bank Working Capital Loan
Indusind Bank Working Capital Loan
Utkarsh Bank Working Capital Loan
Loan Against Mutual Fund
Loan Against Security
Abhi Loans Against Mutual Funds
Abhi Loan Against Shares
Abhi Loan Against Bond
CGTMSE
HDFC Bank CGTMSE Loan
Kotak Bank CGTMSE Loan
Axis Bank SBG Vertical (CGTMSE)
AU Bank Working Capital (CGTSME Loan)
passenger Commercial Vehicle
Axis Bank Commercial Vehicle Loan
Kotak Bank Commercial Vehicle Loan
SK Finance Commercial Vehicle Loan
ICICI Commercial Vehicle Loan
Cholamandalam commercial vehicle loan
Health Care Equipment Loan
Clix Capital Equipment Loan
AXIS Bank Equipment Loan
HDFC Equipment Loan
Cholamandalam Equipment Loan
Tata Capital equipment Loan
Kotak Bank Equipment Loan
Profectus Capital Equipment Loan
Bajaj Finserv Equipment Loan
Bill Discounting
Yes Bank Prosperity Credit Card
ICICI Bank Expression Credit Card
debt consolidation
Debt Consolidation
Card By bank
HDFC Credit Card
Axis Bank Credit Card
AU Bank Credit Card
Income Base Credit card
HDFC Bank Doctors Regalia Credit Card
HDFC Bank Diners Club Black Credit Card
HDFC Bank Millennia Credit Card
HDFC Bank Money Back + Credit Card
HDFC Bank Money Back Credit Card
HDFC Bank Business Money Back Credit Card
HDFC Bank Regalia Credit Card
HDFC Bank Regalia Gold Credit Card
HDFC Bank Regalia First Credit Card
HDFC Bank Business Regalia Credit Card
HDFC Bank Indian Oil Credit Card
HDFC Bank Diners Club Rewardz Credit Card
HDFC BankDiners Club Miles Credit Card
HDFC Bank Diners Club Privilege Credit Card
HDFC Bank Business Regalia First Credit Card
HDFC Bank Paytm Select Business Credit Card
HDFC Bank Paytm Business Credit Card
HDFC BankPaytm Digital Credit Card
HDFC BankPaytm Mobile Credit Card
HDFC BankPaytm Select Credit Card
HDFC Bank Freedome Credit Card
HDFC BankTata Neu Infinity Credit Card
HDFC BankTata Neu Plus Credit Card
HDFC BankIRCTC Credit Card
HDFC Bank Platinum Edge Credit Card
HDFC BankShoppers Stop Credit Card
HDFC BankShoppers Stop Black Credit Card
HDFC Bank Times Platinum Credit Card
HDFC Bank Times Titanium Credit Card
HDFC Bank Times Credit Card
HDFC Bank 6E Indigo Credit Card
HDFC Bank 6E Rewards Indigo XL Credit Card
HDFC Bank Easy EMI Credit Card
HDFC Bank All Miles Credit Card
HDFC BankMarriot Bonvoy Credit Card
HDFC Bank Doctors Superia Credit Card
HDFC Bank Superia Airline Credit Card
HDFC BankRetalio Credit Card
HDFC BankSwiggy Credit Card
HDFC Bank Pinelabs Credit Card
Indusind Bank Platinum Aura Edge Credit Card
ICICI Bank Sapphiro Credit Card
Yes Bank First Preferred Credit Card
ICICI Bank HPCL Super Saver Credit Card
HDFC Bank Pinelabs Pro Credit Card
HDFC Bank CSC Small Credit Card
HDFC Bank Best Price Save Max Credit Card
HDFC Bank Best Price Save Smart Credit Card
HDFC Bank Flipkart Wholesale Credit Card
HDFC Bank Intermiles Credit Card
AU Bank LIT Credit Card
AU Bank Vetta Credit Card
AU Bank Altura Plus Credit Card
Kotak Bank Feast Gold Credit Card
IDFC First Bank Classic Credit Card
AU Bank Altura Credit Card
IDFC First Bank Milenia Credit Card
IDFC First Bank Power Credit Card
IDFC First Bank Wealth Credit Card
IDFC First Bank Digital Rupay Credit Card
IDFC First Bank LIC Classic Credit Card
IDFC First Bank LIC Select Credit Card
IDFC First Bank SWYP Credit Card
Indusind Bank DUO Credit Card
Indusind Bank Platinum VISA Credit Card
Indusind Bank Pinnacle Credit Card
Indusind Bank Grand Pinacle Credit Card
Indusind Bank Odyssey Credit Card
Indusind Bank Voyage Credit Card
Indusind Bank Platinum Rupay Credit Card
Kotak Bank 811# Dream Different Credit Card
Kotak Bank Urbane Gold Credit Card
Kotak Bank Fortune Gold Credit Card
Kotak Bank PVR Gold Credit Card
Kotak Bank PVR Platinum Credit Card
Kotak Bank PVR INOX Credit Card
Kotak Bank Mojo Rupay Credit Card
Kotak Bank Royale Signature Credit Card
Kotak Bank Zen Signature Credit Card
Kotak Bank White Signature Credit Card
Kotak Bank League Platinum Credit Card
Kotak Bank Delight Platinum Credit Card
Kotak Bank Privy League Signature Credit Card
Kotak Bank NRI Royale Signature Credit Card
Kotak Bank Essentia Platinum Credit Card
Kotak Bank Signature Credit Card
Kotak Bank INFINITE Credit Card
Kotak Bank BIZ Credit Card
Kotak Bank Veer Platinum Credit Card
Kotak Bank Veer Select Credit Card
Kotak Bank 6E Reward Indigo Credit Card
Kotak Bank 6E Reward XL Indigo Credit Card
Kotak 811 Credit Card
Kotak Bank Metro Credit Card
Kotak Bank Indian Oil Credit Card
Kotak Bank White Credit Card
Kotak Bank Myntra Credit Card
Kotak Bank UPI Rupay Virtual Credit Card
ICICI Bank Rubyx Credit Card
KOTAK BANK CREDIT CARD
IDFC BANK CREDIT CARD
Credit Card to Existing Card Holder
AU Bank Zenith Credit Card
Yes Bank ACE Credit Card
ICICI Bank Emirates Skywards Sapphiro Credit Card
ICICI Bank Emirates Skywards Rubyx Credit Card
ICICI Bank Coral Credit Card
ICICI Bank Platinum Chip Credit Card
ICICI Bank Amazon Pay Credit Card
ICICI Bank HPCL Coral Credit Card
ICICI Bank Manchaseter United Platinum Credit Card
ICICI Bank Chennai Super Kings Credit Card
ICICI Bank Accelero Credit Card
ICICI Bank Makemy Trip Platinum Credit Card
ICICI Bank Makemy Trip Signature Credit Card
ICICI Bank Parakaram Credit Card
ICICI Bank Parakram Select Credit Card
ICICI Bank Emirates Skywards Emerald Credit Card
Yes Bank Prosperity Rewards Credit Card
Yes Bank Prosperity Cash Back Plus Credit Card
Yes Bank Prosperity Cash Back Credit Card
Yes Bank Wellness Credit Card
Yes Bank Wellness Plus Credit Card
Yes Bank EMI Credit Card
Yes Bank BYOC Credit Card
HDFC Bank Doctor's Regalia Credit Card
HDFC Bank IRCTC Credit Card
HDFC Bank Business Moneyback Credit Card
AU SMALL FINANCE BANK CREDIT CARD UTM
HDFC BankTata Neu Infinity Credit Card
AU Bank Zenith Plus Credit Card
Indusind Bank Legend Credit Card
Investment
Mutual Funds
Systematic Investment Plan
Fixed Deposits
Government Bonds
Certificate of Deposit
Stock Investments
Certification
GST Registration
Net Wroth Certificate
Certified list of Shareholder & Directors
Certified Stock Report
Turnover Certificate
Statutory Liability Certificate
Fund Utilization Certificate
Capital Infusion Certificate
Income Tax
Income Tax Return
TAN Registration
PAN Registration
Income Tax Appeal
Income Tax Notice Reply
TDS Return Filling
Startup Registration (801AC)
Good And Service Tax
GST
GST Return Filling
GST Notice
GST Appeal
GST Annual Return Filling
GST Ammendment
MCA Filling
Company Registration
DIN EKYC Filling
LLP Registration
Other Registration
Startup India
FCRA Registration
Darpan Registration
Banking compliance
Stock Report Preparation
Projected Balance Sheet for Next 3 Year
CMA Data (3 Year)
Project Report
CMA Data with Project Report (7 year)
ROC Compliances
Audit & Assurance
Notice & Reply
Banking Compliances
Compliances
IT Services
Digital Services
Software Development
Infrastructure Services
IT Consulting
IT Support & Services
Insurance
Life Insurance
Unit Link Plan (ULIP)
Term Life Insurance
Key Men Insurance Policy
Term Life Insurance (NRI)
Health Insurance
Family Health Insurance
Personal Health Insurance
Group Health Insurance
OPD Plan
General Insurance
Car Insurance
Two Wheeler Insuarnce
Commercial Vehicle Insurance
Stock Insurance
Fire Insurance
Property Insurance
Marine Insurance
Equipment Insurance
Travel Insurance
Pet Insurance
Tour and Travel
Education
FD Base Credit Card
ICICI Bank Instant Platinum Credit Card
IDFC First Bank WOW Credit Card
ICICI Bank Coral Against FD Credit Card
Fixed Deposit
Faircent Fixed Deposit
PNB Housing FD
DEMAT Account
HDFC Securities DMAT Account
Recharge & Utility Payment
Payspirint
Airtel
JIO prepaid recharge
Direct money transfer
DTH recharge
Credit card payment
Piramal Finance Personal Loan
Leads
Lead Tracker
Add Lead
My MIS
Grab lead
My Lead
BID Lead
Teams
Add Team
My Team
My Downline
My Upline
Channel Created
Channel Mapped
Add Employee
Designation Setting
Calls
Call Log
Reset action
Import Data
Call Reporting
Upload
Export excel
Accounts
Payout
Vendor RM
All Vendors
Vendor Code
Vendor List
Add banker designation
Edit
Change status
Add Vendor Executive
Add Vendor
Settings
Offer
Lead Assign Setting
Company Settings
Product Setting