Run field teams by territory
Define the territories your branches and field officers cover, tag leads and officers to them, and compare pipeline, conversion and follow-up discipline across territories. Managers see where growth is coming from and where coverage is thin.
What you get
- Territories on leads and on officers
- Officer leaderboard: leads added, contacted, converted
- Pipeline and conversion by territory
- Role-based access: owners, admins and agents
- Map view of leads and catchment zones Planned
- Field-visit check-ins with location Planned
“On approval” items are switched on for your institution by our team once the requirements (such as a provider account or licence) are in place. “Planned” items are on the roadmap and not yet available.
Coverage at a glance
Compare territories side by side: how many prospects, how many converted, how many follow-ups overdue. Rebalance officers before a territory goes quiet.
The right access for each role
Agents see and work their own leads; admins manage the team and templates; owners control billing and data. Every sensitive action is written to an audit log.
Used by
Microfinance institutions
Fill loan officers’ days with qualified borrowers.
Agricultural finance
Line up input-loan demand before the planting season.
Group lending & savings groups
Track groups and their members from first meeting to first loan.
Fintechs & vendors selling to MFIs
Run your MFI and SACCO sales pipeline in a CRM that speaks their language.
More of the platform
Consented lead capture
Forms, QR codes and field entry that record consent the moment a lead is born.
Explainable lead scoring
A 0–100 score per lead, with every point explained. No black box.
WhatsApp & SMS outreach
Personalised messages on the channels borrowers use — only to people who opted in.
Pipeline & follow-ups
A drag-and-drop pipeline from first contact to active member, with reminders.
Member referral tracking
Track which members bring in new members — and reward them fairly.
Growth dashboards
Conversion, pipeline value, sources and officer performance — live.
Consent & data protection
Consent records, opt-outs, data export and deletion — ready for your regulator.
Your next members are already asking about you.
Capture them with consent, call the right ones first, and watch them move to active members. Free for 14 days — no card needed.
- 14 days free
- No credit card
- Import your list in minutes
- Cancel any time