Lendgrid

F2 Fintech

About this app

LendGrid is a modern, secure, and robust B2B lead management and CRM application designed specifically for channel partners, sales professionals, and Direct Selling Agents (DSAs). Streamline your daily business operations, manage your client leads, and track your team's performance all from a single, intuitive mobile dashboard.

Built to simplify the workflow of sales agencies, LendGrid acts as your digital office.

With the LendGrid mobile app, you can: • Submit & Manage Leads: Easily create client profiles, upload necessary operational documents, and submit new business leads through our structured, multi-step forms. • Real-time Status Tracking: Monitor the progress of every submitted lead through live status tickets, action histories, and operational milestones. Never lose track of a client's file again. • Manage Payouts & Commissions: View detailed analytics and metrics of your earned business commissions. Generate and export PDF/Excel reports, and track your payout statuses on the fly. • Team & Network Management: Collaborate seamlessly with your agency members. Invite new partners to your network, assign roles, and track individual agent performance parameters. • Support & Resources: Contact our dedicated B2B support helpline directly or access FAQs and resources to resolve operational queries instantly.

Key Features: • Modern, clean user interface designed for fast and intuitive navigation during field sales. • Secure transit encryption (HTTPS/TLS) ensuring all your business data and client files remain strictly confidential and protected. • Real-time push notifications for lead status updates, payout distributions, and system alerts. • Native document viewing and local file sharing capabilities for easy team collaboration.

Simplify your daily operations, accelerate your lead processing, and scale your sales agency efficiently with LendGrid.

Please Note: LendGrid is a B2B software-as-a-service (SaaS) platform intended solely for registered channel partners and business agents for internal lead and team management. It is not a consumer-facing application.