Everything your team needs
to close more deals
Built ground-up for Indian B2B businesses. Not a generic CRM with a local sticker — every feature designed for manufacturers, traders and distributors.
Close deals on WhatsApp before your competitors reply
The moment a lead arrives, an automated WhatsApp goes out instantly. Quotations, payment reminders, campaigns — all from inside the CRM.
- Instant welcome message on every new lead
- Send quotations & invoices via WhatsApp
- Payment reminders with one click
- Bulk WhatsApp campaigns with tracking
- Two-way WhatsApp inbox inside CRM
Every report you need, generated in one click
Quarterly performance, team KPIs, lead source analysis — all generated instantly. Compare quarters, spot trends, and present board-ready reports in seconds.
- Quarterly reports with one click
- Quarter-on-quarter comparison
- Lead source performance analysis
- Individual salesperson reports
- Export to PDF or Excel
Every role sees exactly what they need
CEO sees revenue and pipeline. Sales sees leads and targets. Service sees tickets and AMC. Everyone gets their own dashboard — nothing more, nothing less.
- CEO, Sales, Service & Operations dashboards
- Real-time counters and live data
- Top performer leaderboard
- Target vs achievement tracking
- Custom role configuration
Know your money — collected, outstanding, and forecast
Track every rupee collected vs outstanding. AI-powered revenue forecast tells you what next month looks like before it arrives. GST invoices auto-calculated by state.
- Collected vs outstanding at a glance
- AI revenue forecasting from pipeline
- GST invoices with auto IGST/CGST/SGST
- Monthly & quarterly financial trends
- Payment tracking per order
Build your workflow — not ours
Define your own lead stages and project milestones. Configure for manufacturing, trading, pharma — whatever your industry. Auto-trigger WhatsApp messages on stage change.
- Fully customizable lead stages
- Project stage tracking end-to-end
- Industry-specific workflow templates
- Stage-based WhatsApp automation
- Stage-wise conversion analytics
Never miss an AMC renewal or service request
Track all Annual Maintenance Contracts with renewal alerts. Assign engineers to service tickets. Monitor SLA timelines. Auto-notify customers via WhatsApp on every update.
- AMC contract tracking with renewal alerts
- Service ticket creation and assignment
- Engineer workload balancing
- SLA monitoring and escalation
- Customer WhatsApp updates on ticket status
Professional documents sent in seconds
Branded quotations, GST-compliant invoices, custom terms & conditions — all generated from within the CRM and sent via WhatsApp or email with one click.
- Custom branded quotation templates
- GST invoices with auto tax calculation
- Custom terms & conditions per document
- Send via WhatsApp or email instantly
- Full document revision history
Right lead, right salesperson, in seconds
Auto-assign leads based on state, product category, and source. 60+ routing rules, round-robin distribution, duplicate blocking — zero manual assignment needed.
- State-based routing across all India
- Source-based routing (IndiaMART, JustDial etc)
- 60+ custom routing rules
- Round-robin fair distribution
- Same-day duplicate blocking
Know who's winning and celebrate them
Real-time leaderboard, target vs achievement tracking, daily activity reports — know exactly where every salesperson stands and auto-announce top performers via WhatsApp.
- Real-time sales leaderboard
- Monthly target vs achievement
- Per-user activity tracking
- Auto WhatsApp announcements for top performers
- Daily manager summary reports
Ready to put all this to work?
Start your 14-day free trial. Setup in 30 minutes. No credit card required.