Capture every lead. Close more deals.
Leads from your website, IndiaMART, JustDial, Facebook and WhatsApp land in one place, get assigned automatically and are followed up on time.
From first enquiry to repeat customer
Give your sales team one place to work and give yourself full visibility of the pipeline.
Lead capture
Leads flow in from your website, IndiaMART, JustDial, TradeIndia, Facebook ads, WhatsApp and missed calls.
Auto assignment
Round-robin or rule-based assignment by city, product or source, with alerts to the salesperson.
Follow-up reminders
Tasks, calls and meetings with reminders, so no lead goes cold.
Pipeline board
Drag deals across stages, see the value in each stage and forecast the month.
Quotations & orders
Professional quotations with GST in one click, converted to sales orders and invoices.
Field sales
Check-in with GPS and photo, beat plans, daily visit reports and travel allowance.
WhatsApp & calling
Message and call leads from the app, with templates and full conversation history.
Call logging
Calls from the salesperson's phone are logged against the lead automatically.
Sales reports
Source-wise conversion, salesperson performance, lost-deal reasons and targets vs achievement.
Customer support
Complaints and service tickets with SLA, assigned to your service team.
Campaigns
Bulk WhatsApp, SMS and email campaigns to customer segments.
Connected to billing
Won deals become customers and invoices in UniManage Accounting and Inventory.
Every enquiry in one place, assigned in seconds
No more leads lost in inboxes and personal phones. Each enquiry is recorded with its source and assigned instantly.
- IndiaMART, JustDial and TradeIndia integration
- Website and Facebook lead forms
- Duplicate detection
- Instant WhatsApp reply to new leads
See every deal and what it's worth
A clear board of every opportunity by stage, with the expected value and close date, so you can forecast the month.
- Custom stages per product line
- Expected value and probability
- Lost reasons for better selling
- Monthly targets for each salesperson
Know where your team is and what they did
Salespeople check in at customer locations with GPS and a photo, log the visit and take orders on the spot.
- Beat plans and route
- GPS + selfie check-in
- Order booking on the visit
- Travel allowance by distance
Teams that sell
Manufacturers & B2B
IndiaMART leads, quotations and dealer networks.
Real estate
Site visits, projects, bookings and channel partners.
Education & coaching
Admission enquiries, counselling and follow-ups.
Distributors & FMCG
Beat plans, retailer visits and order booking.
Healthcare & clinics
Patient enquiries, appointments and follow-ups.
Services & agencies
Proposals, renewals and recurring contracts.
Solar & equipment
Site surveys, quotations and installation tracking.
Insurance & finance
Policy renewals, reminders and commissions.
CRM & Sales questions
Can it pull leads from IndiaMART automatically?
Yes. Connect your IndiaMART, JustDial or TradeIndia account and new enquiries arrive in the CRM within minutes, already assigned.
Does my team need laptops?
No. Salespeople use the Android app for leads, calls, WhatsApp, visits and quotations.
Can I see what each salesperson did today?
Yes. Calls, follow-ups, visits with GPS and deals moved are all on your dashboard.
Does it work with our existing customer list?
Yes. Import customers and open leads from Excel, and we help map your sales stages during setup.
Stop losing leads from today
Free demo on your own data. 90-day free trial, no card needed.