Deal Pipeline (Kanban)
Interactive drag-and-drop stage management (Prospecting to Won).
Prospect
Proposal
Won
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
Trusted by 100,000+ growing sales teams
The intelligent CRM built to scale your revenue – minus the complexity
Close more deals, automate repetitive admin, and unlock actionable insights. Get the power of enterprise software, designed for teams that need to move fast.
86%
more deals in your pipeline within year one
Manage your pipeline your way
Visualize every deal in a customizable dashboard. Know exactly where each opportunity stands–and never miss a follow-up.
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Customize your pipeline stages Drag-and-drop deals through stages that match your sales cycle. Gitakshmi CRM will let you know when to follow up.
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Eliminate data silos Migrate from spreadsheets or legacy CRMs in minutes. Pull every contact, interaction and deal into a single source of truth.
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Act on AI-powered next steps Stop guessing. We automatically surface high-priority deals and suggest exact actions needed before momentum stalls.
47%
faster time-to-win
Never let a hot lead go cold
Track every conversation, call and task automatically. Make sure reps always know what to do next–and when.
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Auto-log data Sync emails, calls, and meetings automatically to a unified inbox so your reps spend time selling, not typing.
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Follow up at the right moment Lean on smart reminders and predictive nudges that alert reps to reach out exactly when buyer intent is highest.
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Schedule actions in one click Book meetings, log outcomes and queue up next-step tasks simultaneously in a single, frictionless action.
30%
quicker deal closures via automation
Put your routine sales tasks on autopilot
Automate follow-ups, lead routing, and tasks–so your team can focus on closing.
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Automate a full sales cycle Trigger instant emails, assign tasks and advance deal stages automatically based on real-time buyer behavior.
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Write high-converting emails 3x faster Deploy AI email generation trained on winning sales patterns to draft personalized, ready-to-send messages in seconds.
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Keep pipeline data accurate Automatically update deals when they change stages to ensure your data stays consistent with your sales process.
4.5x
higher average deal value using Insights
Turn real-time insights into decisive action
Visual dashboards give sales leaders total clarity to coach effectively, forecast accurately and hit targets consistently.
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Live-track team performance Monitor pipeline health, conversion rates and rep activity metrics from one centralized, real-time dashboard.
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Forecast revenue accurately Leverage AI-assisted forecasting to know exactly what’s closing this month–and instantly flag accounts at risk.
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Blueprint your best wins Identify the exact reps, stages and tactics driving your highest-value deals so you can replicate winning plays across the team.
