Unify deposits, loans, branches, attendance, and KYC in one workspace — so relationship managers and operations stay aligned from first touch to disbursement.
Welcome, Jane
₹84,50,190.32
Recent activity
| Date | Description | Amount | Status |
|---|---|---|---|
| Mar 18 | Enterprise deposit lead — Acme | — | Pending |
| Mar 17 | Loan disbursement | +₹12,50,000 | Completed |
| Mar 17 | Payroll batch | -₹85,450 | Completed |
| Mar 16 | KYC verification | — | Completed |
Capabilities
One platform for front-office growth and back-office control — without stitching together five different tools.
Pipeline stages, assignments, and conversion tracking for deposit acquisition and relationship teams.
Applications, approvals, and disbursement visibility without spreadsheet chaos.
Multi-branch structure with clear roles from head office to field staff.
Check-ins, geo context, and audit-friendly logs for teams on the move.
Centralized verification workflows and secure document handling per tenant.
Multi-tenant isolation with granular permissions for banks and partners.
Platform
UBCRM is designed as a long-running operational system — not a lightweight CRM bolt-on. Structure your tenants, branches, and user roles once, then grow product lines on the same foundation.
At a glance
12+
Core modules
Deposits → loans → ops
MT
Tenant-ready
Isolated workspaces
API
Field-ready
Mobile-aligned endpoints
Prod
Uptime posture
Health-checked services
Relationship managers get speed; operations get structure. UBCRM keeps both sides on the same timeline.
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