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Initial Release
Transform Your Sales with TheSalesCRM
The Sales CRM is an intelligent, mobile-first CRM designed for sales teams, businesses, and growing organizations. Manage leads, track business calls, automate follow-ups, communicate with customers, manage deals, collect payments, and monitor team performance from one powerful platform. Whether your leads come from phone calls, WhatsApp, social media, advertising platforms, IndiaMART, Justdial, websites, or other sources, TheSalesCRM helps you organize your sales process and manage customer relationships more efficiently. KEY FEATURES Lead and Call Management Real-Time Caller Identification Identify incoming calls by matching phone numbers with your CRM contacts and leads. Get relevant customer and lead information before answering a business call. Automatic Call Tracking Track incoming and outgoing business calls and maintain a communication history for your leads and customers. Call Disposition and Notes Record call outcomes, add notes, update lead status, and schedule follow-ups after every conversation. Call Analytics Analyze call activity, call frequency, duration, and other sales metrics to understand your team's performance. Lead Preview View important lead information before or during a business call so your sales team can have better and more informed conversations. Lead Management Automatic Lead Capture Capture new leads and assign them to the appropriate team members for faster response and follow-up. Multi-Source Lead Integration Manage leads from multiple sources in one centralized CRM, including Facebook, Instagram, Google Ads, IndiaMART, Justdial, website forms, and other lead sources. Lead Pipeline Management Organize leads based on stages, status, priority, and assigned team members. Track every lead from initial contact through conversion. Follow-Up Management Schedule follow-ups, set reminders, and manage sales activities to ensure your team does not miss important opportunities. WhatsApp Business Integration Connect your sales communication with WhatsApp Cloud API and manage customer conversations directly through TheSalesCRM. Features include shared inboxes, broadcasts, auto-replies, drip campaigns, chatbots, and customer conversation history. Team Collaboration Team Chat Communicate with your sales team, share updates, files, notes, and feedback directly within the CRM. Team Activity Management Monitor sales activities and follow-ups across your team. Assign leads and tasks to team members and maintain accountability throughout the sales process. Payment Management Connect payment collection with your sales workflow using Razorpay and Cashfree. Create and send payment links, track payment status, and maintain payment records directly from the CRM. AI-Powered Automation Automated Deal Management Automatically create, update, and move deals through different pipeline stages based on completed activities and tasks. AI Automations Use AI and modern language models to automate repetitive sales workflows, assist with customer communication, summarize information, and improve sales productivity. Sales Insights Use AI-powered insights and sales data to better understand leads, customer interactions, sales activities, and team performance. Reports and Analytics Get a real-time overview of your sales operations and monitor: Lead performance Call activity Follow-ups Deal pipeline Sales activities Team performance Payment status Conversion activity Use reports and analytics to understand your sales process and make data-driven business decisions. PERMISSIONS AND WHY WE NEED THEM Call Log Access TheSalesCRM may request access to call-related information to provide core call-management and CRM functionality. Caller Identification