CRM & Calling Desk

From first call to closed deal, on one screen

Capture leads, dial straight from the browser, send invoices and hand clients a portal of their own — with audit reports that generate themselves.

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0Active leads tracked

0Calls logged / day

0Faster follow-ups

WITH THE CRM PORTAL
FREE FREE FREE

CLIENTHUB, APP FOR YOUR CLIENT

🚀 Turn Every Client Interaction Into a Premium Experience — Present Your Organization as Modern, Professional, Transparent & Technology-Driven.

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Tap the video to pause. Use the speaker button for sound.

Free with CRM

Your brand. Your client app.

DashboardProjects, quotes and invoices in one place.

Project progressMilestones and completion, always up to date.

Quotes & invoicesApproval status and PDF downloads.

RequestsSubmit a request, track it to completion.

*Professional & ModernShow your clients that your organization is professional, well-managed, and uses modern technology.

*Your Own Branded AppGive your clients a simple and easy way to check updates, documents, and project details in your own branded app.

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Tap through the app

Sample data. Tap milestones, switch tabs and submit a request.

Inside the CRM

What your sales floor sees this week

A sample view of the numbers that run through the pipeline. Illustrative data.

Total leads

164

▲ 18 this month

Active pipeline

₹18.4L

Calls today

Every call recorded & rated

Leads by status

Cold · 90Qualified · 69Warm · 12 Converted · 18New · 6Lost · 2

Recent activity

Lead A · call recorded4m ago

Aditi · invoice sent22m ago

New lead · Google Sheet1h ago

Audit report generated3h ago

Invoice accuracy

96%

Audit reports due

Auto-generated on schedule

Referrals this month

▲ 4 converted

Everything sales needs

One dashboard for leads, calls and billing

Replace the spreadsheet-plus-dialer-plus-WhatsApp routine with a single pipeline your whole team trusts.

Lead pipeline

Every enquiry lands in a visual pipeline with automatic stage updates and reminders.

Calling desk

Click-to-call on mobile or desktop, every call recorded and rated 1-5 stars with meeting notes attached.

Quotations & invoicing

Turn a quotation into an invoice in one click, with instalment and payment-plan tracking built in.

Client portal

Clients log in to see quotes, invoices and order status without calling in.

Automated audit reports

Compliance-ready reports generate on a schedule — no manual spreadsheet pulls.

Referral engine

Track referral sources end-to-end and reward the ones that convert.

WhatsApp & email automation

Bulk reminders, follow-ups and approval emails send themselves on the schedule you set.

Google Sheets & Excel sync

Bulk-import leads from a sheet or spreadsheet and keep it synced both ways automatically.

Role & department access

Sales, accounts and support teams each see only what their role needs, nothing more.

Calling desk

Every call dialled, recorded and rated — automatically

Tap a lead and the Calling App opens the dialer on mobile or WhatsApp on desktop. When the call ends, the rep rates it 1–5 stars, adds a point-wise meeting conclusion, and the recording is filed against that lead for good.

51Leads in queue

1–5★Call rating

100%Calls recorded

One-tap dialer with automatic WhatsApp fallback on desktop
Every recording searchable against the lead's full call history
5-star call rating with point-wise meeting notes

See it paired with Karyam

Inbox zero, automatically

Emails file themselves against the right lead

Automated email sync matches every inbound message to its lead or client record, so reps stop hunting through their inbox before a call.

2-wayEmail sync

0Plugins required

4Departments scoped

Two-way email sync, no plugin required
Every call and email on one timeline
Role and department-based access for managers vs. reps

See the architecture

EMAIL SYNCEDRe: Quotation for 20 unitsMatched to Aarav Traders · filed to the lead timeline

128Emails filed today

0.4sAvg. match time

CALL RECORDED04:12 · rated 4 starsRiya S. · follow up on Friday

INVOICE SENTINV-1042 · 3 instalmentsSame timeline as the emails and calls

Everything else it does

A sales & service platform, not just a lead list

Built and hardened inside a real jewellery retail business — every module below is live in production today.

Quotation → invoice workflow

Move a lead to a quotation, then to an invoice, with instalment and payment-plan tracking end to end.

Audit, client & employee reports

Compliance-ready audit reports, per-client reports and employee performance reports on demand.

Role & department access

Sales, accounts and support departments each see only what their role permits.

Referral engine

Track referral sources end-to-end and see exactly which ones convert.

Customer portal & support tickets

Clients log in for quotes, invoices and order status, or raise a support ticket directly.

AI helper

A built-in assistant for quick answers and lead summaries without leaving the dashboard.

From first call to closed deal, on one screen

CLIENTHUB, APP FOR YOUR CLIENT

Your brand. Your client app.

What your sales floor sees this week

One dashboard for leads, calls and billing

Lead pipeline

Calling desk

Quotations & invoicing

Client portal

Automated audit reports

Referral engine

WhatsApp & email automation

Google Sheets & Excel sync

Role & department access

Every call dialled, recorded and rated — automatically

Emails file themselves against the right lead

A sales & service platform, not just a lead list

Quotation → invoice workflow

Audit, client & employee reports

Role & department access

Referral engine

Customer portal & support tickets

AI helper

Let's talk about your team