The operating system for loan teams

Turn more leads into lasting customers.

One premium workspace to capture leads, coordinate your team, manage calls, track loans, and uncover the next opportunity — with AI built in.

Build your pipelineSee how it works
1 workspaceLeads to loans to top-ups
AI poweredSmart imports & dashboard chat
Audit readyEvery action tracked
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Today · Live workspace

Pipeline at a glance

AI assistant live
Active leads1,284+12.4%
Interested24819.3%
Disbursed₹42L37 loans
Conversion trendLast 6 months
PiYu AIAsk anything

Which employee has the best conversion this week?

Rakesh — 50% lead-to-loan on 12 calls.
✓
Loan converted₹8,50,000
Team success24.8%
↗ 4.2%

Everything your lending workflow needs

Duplicate detectionRole-based accessPDF call sheetsCSV & PDF exportsTop-up automationLive dashboard
Platform features

Every step of your lending pipeline — explained and connected.

Replace scattered spreadsheets and manual handoffs with one premium system your whole team can trust from first contact to repeat business.

Lead capture

Import leads from anywhere — clean before they enter your pipeline.

Upload CSV files, paste WhatsApp lists, or add leads manually. PiYu normalizes phone numbers, flags duplicates, and lets you review before anything goes live.

  • CSV & text import
  • AI-assisted parsing
  • Duplicate review
Team routing

Smart assignment keeps workloads balanced.

Auto-distribute new leads, manually reassign ownership, and always know who owns the next follow-up.

  • Auto assign
  • Manual override
  • Clear ownership
Calling workflow

Call sheets and outcomes in one flow.

Generate PDF call sheets, log outcomes fast, and keep every conversation tied to the lead record.

  • PDF call sheets
  • Quick entry
  • Outcome history
Loan pipeline

Track every loan from interest to disbursal.

Convert interested leads into loan records with providers, amounts, sanction dates, and status updates.

  • Lead → loan
  • Status tracking
  • Amount history
Repeat business

Never miss a top-up opportunity.

Automatically surface eligible customers, assign follow-ups, and move opportunities through a focused queue.

  • Eligibility scan
  • Follow-up queue
  • Completion tracking
Insights

Reports and audit trail built in.

Conversion ratios, employee performance, lifecycle stages, and exports — with a complete audit history.

  • Live dashboard
  • CSV / PDF export
  • Audit log
Connected workflow

Your team always knows what happens next.

PiYu keeps ownership, activity, and customer context together as a lead moves through every stage of your business.

Get your team organized
  1. 01

    Capture

    Import, paste, or manually add leads with duplicate checks.

  2. 02

    Assign

    Route leads to the right agent with balanced workloads.

  3. 03

    Connect

    Call, record outcomes, and schedule follow-ups.

  4. 04

    Convert

    Create loans and track sanction through disbursal.

  5. 05

    Grow

    Find top-up opportunities and measure team success.

Visibility that drives action

Know what is working — not just what is happening.

Live dashboard metrics, PiYu AI assistant, employee success ratios, and export-ready reports — all in one place.

  • ✓ Real-time pipeline & conversion dashboard
  • ✓ AI chat for employee & lead insights
  • ✓ Reports, exports & full audit trail
Portfolio overview

Monthly performance

Export

Total disbursed₹42,80,000

+18.2%
PiYu AI assistant

Ask your data

Live

Top employee this week?

Rakesh — 50% success on 12 calls, 3 loans closed.

Ready to simplify your pipeline?

Give every lead a clear path forward.

Set up your business workspace and bring your team together in PiYu.

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