Use Case · Fintech
NBFC, Wealth & Payment Sales, With Compliance Baked In.
Fintech sales, NBFC lending, wealth distribution, payment gateways, operates under compliance pressure and agent-channel complexity. Leadkaun delivers per-agent performance, cross-sell detection, and KYC-stage tracking.
Quick answer
How does Leadkaun help fintech sales teams in India?
Leadkaun is a Sales Behaviour OS for fintech teams. It grades every lead A–F across Fit, Intent, and Quality in real time, builds a live Priority Queue so reps work the highest-value enquiries first, surfaces missed revenue in rupees, and treats WhatsApp as a first-class signal. Setup happens the same day, with flat INR pricing.
Typical deal size
₹50k–₹5Cr disbursement / ₹5L–₹5Cr AUM
Sales cycle
3 days to 120 days
Primary lead sources
aggregators · Google Ads · Facebook Ads · DSA network · inbound website
01Why fintech teams lose deals
Three patterns we see every week.
Document-collection drop-off
Application started, KYC documents pending, applicant goes silent. ₹ lost in 14 days.
Agent-channel blind spots
DSA network sends leads; agency performance not visible centrally.
Cross-sell misses
Personal loan applicant is a mutual-fund prospect; nobody connects the dots.
02How Leadkaun helps fintech teams
What we configure on day one.
- 01
KYC/document-stage tracking inside lead record
- 02
Agent-performance rollups per DSA
- 03
Cross-product flag (loan applicant → wealth prospect)
- 04
Credit-score-aware assignment (high score → prime; low → sub-prime team)
- 05
Compliance audit export
Industry benchmark
35% of lending leads never complete KYC; each represents ₹5–25L in pre-approved disbursement
03The Product
The modules that reshape the day.
Every module works on day one, and every weight behind the grade is published.
Lead Scoring Engine
Grade A–F in real time. Fit + Intent + Quality, transparent weights, decay baked in.
Priority Queue
One ranked list per rep. Re-ranks live as signals arrive, so the rep just works top-down.
Missed Opportunity Engine
Every stale lead gets a rupee value. Aggregate ₹ at risk surfaced daily to every manager.
Morning Brief
8:30 AM IST email. Top Grade A leads, overdue follow-ups, ₹ at risk today. Sets the day.
WhatsApp Tracking
Most Indian B2B first-contact happens on WhatsApp. 3-tap logging feeds the Intent Score.
Sales Rep Tracking
Per-rep ₹ recovered, Grade A response time, follow-up completion, without micromanagement.
04Pricing
From ₹2,999 per month.
Flat pricing per team, premium features unlock by tier. Free forever tier, no card. Setup the same day.
- Free forever tier
- No credit card
- Cancel anytime
05FAQ
Questions we hear most.
06Fintech by city
Localised pages for top markets.
Your reps open their queue tomorrow.
Setup the same day. Free forever on 1 user and 100 active leads. No card.