Sales pipeline on desktop, follow-ups on phone
Drag cards between stages to move a lead forward.
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"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.
Free demo call. We will show the features that matter for your team, no obligation.