Capture leads. Close files. Get paid — all in Landbot CRM
A WhatsApp Flow Auto Chatbot, Meta Ads lead capture, loan-file tracking, Sales CRM, commission and mobile follow-ups — everything a DSA or vehicle dealer runs on, in one portal.
Stop running your business from notebooks, Excel and chat scrolls
When leads and loan files are scattered, follow-ups get missed and money gets stuck. Landbot pulls it all into one place.
😵 Today
- Enquiries arrive at night, you reply in the morning — the customer already went elsewhere
- Ad leads in one place, WhatsApp leads in another, Excel in a third
- No clear view of which file is waiting on which document
- Agent commission calculated by hand
- No idea who on the team did what
🚀 With Landbot CRM
- The chatbot replies 24×7 and fills in lead details automatically
- Meta Ads, Google Sheet and chatbot leads all flow into one pipeline
- Documents, pendency and PDD visible right on each loan file
- Commission tracked per agent and per file
- An activity log shows exactly who did what
A look inside the real product
These aren't mockups — they're real Landbot CRM screens. Click any image to enlarge. (Customer names and phone numbers are blurred.)
Your whole business at a glance
Open it and see how many leads you have, how many files are running and how much money has come in.
- Total leads, active customers, finance received, paid out, net received and pending
- Loan files: open, logged in, approved, disbursed and balance due
- Lead pipeline and loan-file status bars
- Global search across leads, loans, chatbot, name, mobile and vehicle
- Quick buttons: Add Lead, New File, Chatbot, Reminders
Chatbot leads, all on one screen
Every lead the chatbot brings in appears in colour-coded status tiles.
- Funnel: New → HOT → Interested → Final, plus Lost
- 17 status tiles — New, HOT, Guarantor, Pending, CIBIL, Bad CIBIL, Callback, Follow-up, Out of Pune…
- Filter by name, phone, district, agent and date; export CSV
- Bulk status change and bulk delete
- One-click Docs, Follow-up and Send to CRM
All Leads with a clear pipeline
Every lead in the CRM has a number, a stage and an owner.
- Lead number, vehicle, loan amount, stage, source and agent
- Stage tabs: All, New Lead, Searching, Customers, Closed, Lost
- View / Edit / Delete on every row
- Source shown (e.g. Chatbot), so you know which channel works
Loan files, from login to disbursement
Vehicle, finance and money details together in a single file.
- Enter the vehicle number → Get RC Details
- Brand, model, fuel, colour, chassis, engine number
- Finance partner, file source, login amount and date
- Loan status and Disbursement & Case Balance
- Add a new finance partner on the spot with “+ Add”
Sales CRM for vehicle dealers
Buyer + Seller + Vehicle Stock + Booking + Sale Management.
- Sales leads: New, HOT, Follow-up, Vehicle Matched, Negotiation, Won, Lost
- Vehicle Management: All Vehicles, In Stock, Bookings, Sold
- Sales Management: Booking, Sale, P&L / Commission, Reports
- Sales Chatbot Settings
Buyer / seller leads from the chatbot
Buyer and seller leads get their own pipeline, separate from loan leads.
- Sync button and Settings
- Funnel and status tiles: Vehicle Matched, Negotiation, Won
- Filters with budget / price, plus CSV export
🔍 Click a screenshot to enlarge
From a chat message straight to a CRM lead
The chatbot asks the questions, stores the answers and drops a ready lead into your pipeline.
🆕 New chatbot lead● Captured
* Illustrative example. Your questions can be set up to suit your business.
Every feature, in one place
Pick a category or browse them all.
17-stage lead pipeline
New, HOT, Interested, Guarantor, Pending, Callback, Follow-up, Final, Lost and more — each with a live one-click counter tile.
Search & smart filters
Find any lead by name, phone or lead number. Filter by status, district, agent and date range, then export to CSV.
Bulk actions
Select many leads and change status or clean up in one go — no more editing one by one.
Auto assignment rules
Route new leads to the right agent automatically using rules you set once.
CIBIL tags on every lead
Spot Good and Bad CIBIL at a glance, and filter the list by CIBIL status before you spend time on a file.
Lead PDF
Download a clean PDF summary of any lead or customer to share or print.
WhatsApp Flow Auto Chatbot
A 24×7 chatbot that talks to enquiries and captures name, phone, district, vehicle make, model, year and loan amount straight into your CRM.
Meta Ads Auto Grabber
Facebook and Instagram ad leads land in your pipeline automatically, with a Meta dashboard to see what is working.
Google Sheet sync
Connect a Google Sheet with a small script and pull its rows in as leads. The CRM only reads — your sheet is never changed.
Smart auto messages
Set up automatic WhatsApp messages, preview exactly what will be sent, test-send, and review a send log.
Bulk WhatsApp
Select multiple leads and open WhatsApp chats for all of them in one click for fast outreach.
Duplicate protection
Rapid repeat submissions from the same phone are blocked, so your pipeline stays clean.
Loan file management
Track every file with vehicle, finance partner, login amount, approved amount, disbursement and balance in one screen.
Get RC details
Enter the vehicle number and fetch RC details to auto-fill brand, model and more, saving typing and mistakes.
Finance partners & masters
Maintain banks, SFBs and NBFCs, plus dealers, RTO agents and file handlers, in one set of masters.
Documents, pendency & PDD
Keep documents, pending items and post-disbursal documents (PDD) tied to the file so nothing slips.
Disbursement & case balance
See approved vs disbursed amount and the remaining balance on every case, with a bank account verification step.
Loan file PDF
Generate a downloadable PDF summary of any loan file in a click.
Sales CRM for dealers
Buyer and seller leads, vehicle stock, bookings and sold vehicles — a full used-vehicle sales workflow.
Booking & delivery note
Create bookings and sale/purchase delivery notes for every vehicle you move.
Full P&L per vehicle
Follow purchase, expenses, sale and commission to see real profit on each vehicle.
Agents & commission
Track file handlers and the commission earned, payable and pending for each agent.
Reminders & follow-ups
Never miss a callback: reminders for loan-process steps and a dedicated follow-up list.
Reports
Lead, loan file, agent and finance reports so you can see where business is coming from and where it is stuck.
Users, roles & activity log
Add team members with permissions, and review an activity log of who did what.
Android app + works offline
Use it as an Android app or install it from the browser. Cached leads and loans stay viewable offline, and new leads sync when you reconnect.
Push notifications
Get notified on your phone about new activity and app updates.
OTP login security
OTP verification and controlled access keep your customer data protected.
Wallet & Razorpay billing
Subscribe and top up your wallet securely with Razorpay (UPI / card).
English + मराठी, dark mode
Switch the whole CRM between English and Marathi, and between light and dark themes.
Automatic lead backups
Lead data is backed up automatically so a bad edit or delete is not the end of the world.
From lead to commission
Capture
Chatbot, Meta Ads, Google Sheet
Pipeline
Auto-assign & sort by status
Follow-up
Reminders, calls, WhatsApp
Loan file
Docs, bank, disbursement
Commission
Track what's earned & due
Your CRM in your pocket — even without network
Field work means patchy signal. Landbot is built to cope.
- Android app, or install straight from your browser
- Cached leads and loans stay viewable offline
- Add leads offline — they sync automatically when you reconnect
- Push notifications for new activity and updates
- Every screen is mobile-friendly
Android app
Opens your CRM full-screen like a native app.
Offline mode
View cached data, queue new leads.
Push alerts
Stay on top of new activity.
Dark mode
Easy on the eyes, day or night.
Landbot vs. doing it by hand
Simple pricing
Pay yearly or monthly. Secure payments via Razorpay.
- 999 credits free / year
- WhatsApp Flow Auto Chatbot
- Meta Ads Auto Grabber
- Mobile Call Follow-up
- Loan files, Sales CRM & reports
- WhatsApp Flow Auto Chatbot
- Meta Ads Auto Grabber
- Mobile Call Follow-up
- Loan files, Sales CRM & reports
- Android app & offline mode
Questions, answered
Who is Landbot CRM for?
DSA partners who manage loan leads and files, and vehicle dealers who buy, sell and finance vehicles. The Sales CRM covers dealer workflows; the loan modules cover DSA workflows.
How does the WhatsApp chatbot get leads into the CRM?
The WhatsApp Flow Auto Chatbot asks the customer for details such as district, vehicle and loan amount, and saves them as a lead in your pipeline. You can also pull leads from a Google Sheet and from Meta Ads.
Will it change my Google Sheet?
No. The Google Sheet connector only reads rows; it never writes back or edits your sheet.
Can my team use it?
Yes. Add users with permissions, assign leads to agents and review the activity log to see who did what.
Does it work on my phone and offline?
Yes. There is an Android app and a browser-installable version. Cached leads and loans can be viewed offline, and leads added offline sync when you reconnect.
Is it available in Marathi?
Yes — switch the whole CRM between English and मराठी from the top bar.
How do I pay, and is there a trial?
Plans are ₹19,999/year or ₹2,000/month, paid securely through Razorpay (UPI / card). New accounts can start with a free trial; the app shows how much time is left. See the pricing page for details.
How do I get help or a demo?
Message us on WhatsApp at +91 96992 77211 or email support@landflow.in.
Put your workflow on Landbot today
Log in, check the pricing, or message us on WhatsApp for a walkthrough.