Lead management
- Lead records with contact and company details
- Lead statuses for qualification
- Assign leads to team members
- One-click conversion of a lead into a deal
- Bulk import of leads from spreadsheets
CRM FEATURES
Everything your sales team needs.
One CRM. Unlimited users.
Capture leads, convert them into deals, manage contacts and organisations, and keep every note, task and conversation on one page.
This page describes the CRM software's capabilities. It is not an interactive product demo.
THE WORKFLOW
From first enquiry
to closed deal.
Leads and deals are separate stages of your sales process, so your pipeline only shows qualified opportunities.
1. Capture and qualify a lead
Record details, assign an owner and update the lead status as you qualify it.
2. Convert it into a deal
Convert with one click. The contact and organisation are linked automatically.
3. Move the deal through your pipeline
Drag the deal across stages on a Kanban board until it is won or lost.
4. Follow up on time
Add notes and assign tasks with due dates so no deal goes quiet.
INCLUDED IN THE STANDARD INSTALLATION
Core CRM features
Deal pipeline
- Deals linked to contacts and organisations
- Configurable deal stages
- Drag-and-drop Kanban board
- Deal value, probability and expected close date
- Won / lost tracking
Contacts and organisations
- Central contact directory
- Organisation records with linked contacts
- See every deal for a contact or organisation
- Multiple phone numbers and email addresses
All-in-one lead and deal page
- Activity timeline of every change
- Comments with @mentions for teammates
- Notes on each lead and deal
- File attachments
- All details and actions on a single screen
Tasks and follow-ups
- Tasks with assignee, due date and priority
- Task status from backlog to done
- Task list and Kanban views
- Notifications for assignments and mentions
Views and filters
- List, Kanban and group-by views
- Custom filters, sorting and columns
- Save, pin and share views with your team
- Quick search across records
Dashboard and reports
- Sales dashboard with pipeline overview
- Forecast of expected revenue
- Lead and deal performance at a glance
Assignment and response times
- Assignment rules to share leads across the team
- Service-level targets for first response
- See which leads and deals are overdue
Users and permissions
- Unlimited user accounts, no per-user fee
- Roles for admins, managers and sales users
- Control who can see and edit what
- Invite users by email
Customisation
- Add custom fields to leads and deals
- Change lead statuses and deal stages
- Arrange the fields shown on each page
- Form scripts for custom behaviour
Works on any device
- Modern, fast web interface
- Installable as an app on mobile and desktop (PWA)
- Dark mode
Open data, your server
- Your data stays on your own server
- REST API for every record
- Webhooks to notify other systems
- Export your data at any time
AVAILABLE TO ADD LATER
Integrations the CRM supports
The CRM software can connect to these services. Setting them up is not part of the ₹9,999 installation package and may need third-party accounts or fees.
- Send and receive email from a lead or deal
- Reusable email templates
- Create leads from incoming email
- Message leads and customers from the CRM
- Conversation history on the deal page
Calling
- Call from the CRM through Twilio or Exotel
- Call logs and recordings on the record
Lead capture
- Facebook and Instagram lead ads
- Website forms
Custom integrations
- Connect your own tools through the REST API and webhooks
Your whole team. One CRM.
Add users without a per-user software fee. Your server resources must suit your team size and workload.
₹9,999 covers standard installation, basic configuration and administrator handover on your compatible server. Lifetime-free refers to the installed core software under its licence.
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