CRM modules
Everything in one CRM, module by module.
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Lead: Capture and manage every enquiry in one list, with its source and status.⏰
Followup: Calls, meetings and reminders, so no follow-up is missed.👥
Lead Assignment: Assign leads to the right person and hand them over when needed.🎯
Opportunity: Track each deal with its value, owner and current status.📈
Sales Pipeline: Move deals across your own stages, from new lead to won.🧾
Quotation and Invoice: Create, send and track quotations and invoices from the same record.🗂️
Master: Keep companies, contacts, products and lists set up once and reuse them.📊
Reports: Sales, lead and team reports, exported as CSV, Excel or PDF.🔐
Role and Access: Control what each person can see and do, by role.🏠
Dashboard: Today's work and key numbers at a glance.🔔
Alert Management: Alerts for due follow-ups, overdue work and new leads.🔗
Multiplatform Integration: Works on web and phone, and connects with WhatsApp, email and lead sources.
Sales pipeline on desktop, follow-ups on phone
Drag cards between stages to move a lead forward.
Dark theme for the same pipeline view.
Dark theme for the same pipeline view.
Dark theme for the same pipeline view.
Everything your sales team needs, in one system.
Leads and sales work
Add a lead with searchable company and contact boxes, linked country, state and city lists, and optional products. Every lead page has Call, WhatsApp, Email, Follow-up and Note buttons, plus a full history timeline.
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Duplicate phone warning, with a page to merge or ignore duplicates✓
Editable lead sources (website form, IndiaMART, JustDial, Facebook and more) and lost reasons✓
Stuck-lead tags, bulk actions, saved views and a win-back list for lost leads✓
My Day tab: today's follow-ups, overdue work, new leads and untouched leads✓
Call notes after every call, and WhatsApp send-now or send-later with templates✓
Assign leads, hand over a lead, or move a leaving person's leads to someone elsePipeline and opportunities
Track each opportunity through your own stages. The same record holds the lead, its quotation, its invoice and its payments.
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Pipeline board with 4 views, and stage colours, icons and drag-to-reorder✓
Stage change with an optional note and a short step to plan the next follow-up✓
Quotation, invoice and payment strip on every opportunity✓
Quotations and invoices with numbering, printing, sharing and recurring invoicesReports and dashboards
Each role sees its own dashboard with tiles and charts. Owners see the whole business at a glance.
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Role-wise dashboards for admin, manager, sales, telecaller and viewer✓
Arrange your dashboard: drag, hide and resize boxes, saved for each person✓
Reports for lead register, product register, conversion by person and pipeline✓
Export to CSV, Excel and PDF, plus emailed reports on scheduleReminders and notifications
Nothing goes cold. The CRM reminds the right person at the right time.
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Email shortly before a follow-up is due, and a morning list of overdue work✓
One-tap Remind button that opens WhatsApp with the message ready✓
Bell notifications and phone reminders with quiet hoursTeam, roles and security
Each client's data is kept fully separate. Access is controlled by role.
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Roles for admin, manager, sales, telecaller and viewer, plus custom roles✓
Branches, teams, and hiding fields from chosen roles✓
Activity log of who did what, and a "see as this role" preview✓
Two-step sign-in, trusted devices, a devices list and "sign out everywhere"Why teams choose our CRM
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Set up in days Start with your stages and users. Your team can begin the same week.🧭
Built for your process We shape stages, fields and reports around how you sell today.🛡️
Your data stays yours Each client’s data is kept fully separate, with role-based access.Plans and pricing
Choose the plan that fits your team. Prices are shared after a short call, based on the modules and number of users you need.
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Starter: Core modules, up to 5 users✓
Growth: All modules, WhatsApp and email, reminders✓
Enterprise: Everything in Growth, custom roles, branches and integrations✓
30-day free trial: Full access for 30 days, no card neededSecurity and trust
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Role-based access Admin, manager, sales, telecaller and viewer roles, plus custom roles.🧾
Full activity log See who changed what, and when, for every lead and deal.📱
Works on phone Every screen is phone-friendly, with quick access on the go.🔁
Backup and restore Back up client data and restore it when you need to.Frequently asked questions
Can leads come in from our website and ad platforms?+
Yes. Leads can come from your website form, IndiaMART, JustDial, Facebook and other sources, and each lead keeps its source.
Can we import our existing leads?+
Yes. Import leads, companies, contacts and products from CSV or Excel, with a preview before anything is saved.
Does it work on mobile?+
Yes. Every page is phone-friendly, with a bottom bar for quick access on the phone.
Is our data kept safe and separate?+
Yes. Each client's data is kept fully separate, and access is controlled by role with a full activity log.
See the Pre-Sales CRM in action.
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