CRM & Sales Automation Suite
Close more deals faster — your entire sales engine in one platform
Full-stack CRM with visual pipeline, automated follow-ups, lead scoring, quotation generator, team collaboration, WhatsApp & email integration, and sales forecasting.
Everything You Need — Ready to Launch
Most sales teams lose deals not because their product is weak — but because leads go cold while reps are busy updating spreadsheets. Our CRM & Sales Automation Suite eliminates every manual sales task: leads are captured automatically from every channel, follow-up sequences fire on schedule, quotations are generated in one click, and managers see real-time pipeline health without chasing their team for updates. Built for sales teams of 2 to 200, it replaces 5 disconnected tools with one platform — and pays for itself within the first closed deal.
What's Inside the Platform
Every feature is production-ready, configurable, and included in the base deployment — not sold as separate add-ons.
Visual Sales Pipeline
Drag-and-drop Kanban pipeline shows every deal by stage — from first contact to closed-won. Each card shows deal value, owner, days in stage, and next action. Managers see the entire team's pipeline at a glance; reps see only their own. Custom pipeline stages configured to your exact sales process.
Automated Follow-up Sequences
Define multi-step follow-up sequences — email on Day 1, WhatsApp on Day 3, call reminder on Day 7 — that fire automatically when a lead enters a stage or goes cold. Sequences pause when a lead replies. No lead goes untouched because a rep forgot to follow up.
Lead Capture from Every Channel
Leads from website forms, WhatsApp, Facebook Lead Ads, Instagram, Indiamart, and manual entry all flow into one unified inbox — with source tracking. AI automatically deduplicates contacts and merges leads from the same company.
Instant Quotation Generator
Reps generate branded PDF quotations in under 60 seconds — selecting products or services from a pre-built catalogue, adding discounts, and sending via email or WhatsApp directly from the CRM. Quote status (sent, viewed, accepted, rejected) is tracked automatically.
AI Deal Scoring & Forecasting
ML model scores every active deal from 1–100 based on engagement signals, deal age, communication frequency, and historical conversion data. Sales forecast shows expected revenue for the month, quarter, and year — broken down by rep, product, and region.
Full Communication History
Every email, WhatsApp message, call log, meeting note, and document shared with a contact is stored in a single timeline. New reps picking up a deal see the entire relationship history instantly — no more "what did we discuss last time?" moments.
What You Get on Day One
Every deployment includes these fully functional components — branded, configured, and ready for your users.
From Kickoff to Live in Weeks
A structured implementation process that moves fast without skipping critical steps.
We configure your sales pipeline stages, team hierarchy, role-based permissions, and lead routing rules to match your exact sales process.
We connect all your lead sources — website forms, WhatsApp Business, Facebook/Instagram Lead Ads, Indiamart, and email — so every lead flows in automatically.
We build your follow-up sequences, quotation templates, email/WhatsApp templates, and notification rules. AI scoring model is calibrated on your historical deal data.
We train your sales team and managers (separate sessions), migrate existing contacts and deals, and go live with 30-day monitoring and weekly pipeline health reviews.
Built for These Businesses
Three distinct use cases — each with measurable business outcomes.
Growing Sales Teams (2–50 Reps)
Replace WhatsApp groups and Excel trackers with a proper CRM. Every rep knows their next action, every lead is followed up, and the founder can see pipeline health without calling anyone.
Enterprises with Complex Sales Cycles
Multi-stage approval workflows, territory management, team-based pipeline views, and integration with ERP and billing systems for a seamless lead-to-invoice process.
Agencies & Service Businesses
Manage proposals, follow-ups, client onboarding, and retainer renewals in one place. Quotation generator creates branded proposals in seconds. Client communication history prevents misunderstandings.
Why Not Build It From Scratch?
Every client asks this. Here is an honest comparison.
Built on Modern, Scalable Technology
Enterprise-grade open-source stack — no vendor lock-in, fully maintainable, and cloud-agnostic.
Frequently Asked Questions
Technical, commercial, and implementation questions answered.
Get a Live Demo of CRM &
We'll walk you through the full platform, show you the admin panel, and give you a custom pricing estimate based on your scale and requirements.
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