Deal Pipeline (Kanban)
Interactive drag-and-drop stage management (Prospecting to Won).
Prospect
Proposal
Won
Meesho
Daikin
SpiceJet
Zomato
The Complete Sales Suite for Enterprises
All woven into every layer of your sales stack.
Leads & Inquiries Wizard
Manage incoming inquiries and instantly convert them to prospects.
1
New Inquiry
2
Qualify
3
Converted!
Multi-Branch Operations
Split databases by physical or geographical branch structures effortlessly.
SaaS Super Admin Platform
Manage multi-tenant billing, quotas, subscriptions, and API keys.
Tenants Active
1,248
Acme Corp
Enterprise
TechFlow
Starter
Calls, Meetings & Tasks
Log interactions, schedule appointments, and track weekly checklists.
Today
Upcoming
09:00 AM
Stale Lead Alert
Call Sarah Connor
11:30 AM
Discovery Demo
Zoom Meeting
Analytics & Goals
Real-time dashboards, team leaderboards, and revenue evolution.
WHY CRM ENTERPRISES?
Single source of truth for all your
sales & tenant data
Unified Sales Hub
Multi-Tenant Architecture
Automation & Triggers
Mobile Connectivity
Your Master Data Core
Natively unified cataloging of Products, Services, Accounts, and Users.
Track Contacts securely mapped to Leads, Inquiries, and Deal Pipelines in real-time.
Synchronized Data
Master Data
Core
Core
Accounts
Contacts
Users
Leads & Inquiries
Closed Won Revenue
₹12,000
Calculates dynamically on drop
Deal Pipeline
Interactive drag-and-drop management
Take total control of your sales funnels. Record closing probabilities, estimate closing dates, and visually drag deals across customizable stages from Prospecting to Won.
- Drag & drop kanban
- Closing probabilities
- Revenue tracking
- Custom stages
Quick Actions
?? Contact Now
Business CRM
Planner, Inquiries & Targets
Equip your agents with a dynamic Planner. Filter incoming inquiries, act on stale lead alerts, track dynamic task checklists, and set branch-wide revenue targets effortlessly.
- Sales planner
- Inquiry conversion
- Stale leads alerts
- Contact Now actions
Closing Ratio
42.8%
Top quartile performance
Analytics & Goals
Real-time intelligence
Visualize dynamic performance metrics, track conversion success rates, and foster competition with closing agent leaderboards and premium reporting.
- Revenue evolution
- Forecasting
- Agent leaderboards
- Closing ratios
Super Admin Platform
SaaS Management & Billing
Reserved for platform operators. Manage multi-tenant billing, quotas, licensing, and track usage analytics with powerful super admin controls and system logs.
- Subscription tiers
- Platform billing
- Usage analytics
- API key issuance
Secure software ecosystem
Trust and customer security is the foundation of everything we do. Built on our own battle-tested cloud infrastructure, we deploy industry-leading safety measures to keep your data safe and protected 24/7.
Data security and privacy →We're stronger together
Smoothly integrate Gitakshmi CRM with other apps and third-party applications to streamline routine tasks and save time.
Explore all integrations →Microsoft 365
Google Workspace
Zapier
Slack
Revenue Forecasting Systems
Biometric Devices
CRM in your pocket
The future of work is flexible work. Stay connected and get work done from anywhere with the mobile app available for Android and iOS.
