B2B pipeline for fintechs selling to MFIs and SACCOs
Selling payments, core banking or credit data to MFIs means long cycles, boards and regulators. Use mfileads as the pipeline for your institutional prospects — demo requests, pilots, approvals — with the same scoring, follow-ups and reporting.
Without mfileads
- Generic CRMs that do not fit institutional sales
- Long cycles with many decision-makers
- No shared view across country teams
With mfileads
- Pipeline stages from first meeting to signed pilot
- Follow-ups across board and procurement cycles
- Territories by country or region
The tools you will use most
A pipeline built for loan officers, not salespeople
Move each prospect through stages that match how MFIs and SACCOs actually work — New, Qualified, Engaged, Applied, Converted — on a drag-and-drop board. Set follow-up dates, assign leads to officers, and never lose a prospect between a market visit and a loan application.
Learn more- Drag-and-drop Kanban board with stage totals and amounts
- Lead ownership per officer, with territory filters
- Follow-up dates and task list with overdue alerts
- Full timeline per lead: notes, calls, visits, messages, stage changes
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.
Learn more- Territories on leads and on officers
- Officer leaderboard: leads added, contacted, converted
- Pipeline and conversion by territory
- Role-based access: owners, admins and agents
See what is actually growing your institution
The mfileads dashboard turns your pipeline into decisions: which sources produce members, which products prospects want, how fast leads move, and how much loan value is waiting in the pipeline. Built on your own data, updated as your team works.
Learn more- Funnel from new lead to converted member, with conversion rates
- Pipeline value by product and stage
- Leads and conversion by source and by territory
- Officer performance and follow-up discipline
Grow without breaking data-protection law
Direct-marketing rules in Kenya, Uganda, Nigeria, Ghana, South Africa and the EU all require consent and an easy way to opt out. mfileads makes compliance the default: consent recorded per lead, outreach blocked without it, opt-outs honoured instantly, and every lead’s data exportable or erasable on request.
Learn more- Consent stored per lead with time, source and wording
- Outreach blocked automatically without consent or after opt-out
- Self-service opt-out link on every message
- Export a single lead’s data on request (access requests)
Other solutions
Microfinance institutions
Fill loan officers’ days with qualified borrowers.
SACCOs & credit unions
Recruit members through referrals, delegates and employers.
Digital lenders
Turn app installs and USSD sessions into compliant, scored leads.
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.
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