My Tasks
Each person's calls, meetings and follow-ups for today, with overdue items at the top.
Features
Everything between a lead and a loyal customer.
Sales, quotations, contracts, payments and support share one customer record, so nobody works from an old spreadsheet.
Leads
Every enquiry lands in one list, with an owner.
Leads arrive from your website form, from spreadsheet imports and from your team. Duplicate checks keep the list clean, and each lead gets an owner and a next step.
- Website form capture
- Import from Excel or CSV, with duplicate checks
- Assignment and follow-up tasks
New leadWebsite form
Anita Desai
Procurement · Narmada Pharma
Call today, 3:00 pm
Pipeline
A pipeline that matches how you sell.
Set up pipelines and stages for each way you sell. Deals carry value, probability, products and owner, and the board shows what is open, weighted, closing this month and won.
- Multiple pipelines and stages
- Weighted pipeline and forecasts
- Deals without a next step, flagged
Pipeline · Open ₹83.6L · Weighted ₹36.0LThis quarter
New lead2
Sahyadri Logistics
₹4.2L
Priya Nair
Blue Lotus Hotels
₹6.1L
Rahul Mehta
Qualified2
Coromandel Seeds
₹12.5L
Rahul Mehta
Himalaya Retail
₹5.4L
Sneha Kulkarni
Proposal1
Kaveri Agro Exports
₹6.9L
Priya Nair
Quotations
Quotations, priced and approved.
Create quotations from the deal with line items, discounts and GST. Approval rules send larger or discounted quotes to a manager before they go out, and every quote prints to PDF.
- Line items, discounts and taxes
- Approval rules
- Print and PDF
Quotation · Kaveri AgroAwaiting approval
Cold storage units × 4₹4,80,000
Installation₹36,000
Annual maintenance₹54,000
GST 18%₹1,02,600
Total₹6,72,600
Customers
After the sale: contracts, payments, renewals and support.
Won deals become customers with a full profile. Keep contracts and their dates, record payments, open projects, handle support tickets and see renewals coming.
- Customer 360 profile
- Contracts and renewals
- Payments, projects and support tickets
Renewal dueIn 30 days
Blue Lotus Hotels
Service contract · ₹6.1L a year
Last invoice paid on time
Email and automation
Send, follow up and hand off, automatically.
Connect a Gmail or Outlook mailbox to send from the CRM. Build templates, sequences and campaigns, and use workflows to assign leads, create tasks, wait, branch and ask for approvals.
- Inbox, templates and sequences
- Campaigns with lists and email analytics
- Workflow builder with execution history
Sequence · New enquiriesActive
Intro emailDay 1
Follow-up with brochureDay 3
Call task for ownerDay 5
Case study emailDay 8
Analytics
Forecasts and team performance, without the spreadsheet.
Dashboards and analytics show pipeline, forecast and win rate. Salesperson analytics show each person's pipeline and activity, and the report builder saves the views you need every week.
- Dashboards and forecasts
- Sales team and salesperson analytics
- Custom and saved reports, with XLSX export
Forecast vs won₹ lakh
And the rest
The details that make a CRM usable every day.
Calendar
Activities on a calendar for each person.
Companies and contacts
Accounts with their people and history.
Payments
Payments recorded against customers.
Projects
Delivery projects linked to the customer.
Support tickets
Customer issues tracked to resolution.
Import
Bring leads, contacts and companies in from spreadsheets.
Export
Take reports out to Excel.
Shared inbox
Mailbox email alongside the CRM record.
Campaigns
Email campaigns to your lists.
Sales team
Targets and performance by salesperson.
Roles and permissions
Built-in and custom roles decide who sees and changes what, down to each action.
Dashboards
Basic and advanced dashboards, by plan.
The real thing
This is the pipeline your team will use.
See it with your own sales process.
Start on the Free plan, or we will set up a walkthrough with your stages and quotation rules.