Every chat can become a deal you can see.
Install the CRM app for your workspace and your stages turn into a pipeline. Each deal gets its own page with a velocity score, a recommended next step and a timeline of calls, tasks and changes, and the reports show what is closing.
14 days free · no credit card required
1 Pipelines
Your stages, as a board.
The stages you already use on contacts become the columns of a pipeline. Drag a card to move a deal, run as many pipelines as you sell through, and close with Won or Lost — Lost asks for a reason.
- Several pipelines, each stage with its own win probability
- Drag and drop between stages, or Won and Lost with a reason
- Round-robin owners for new deals, and merge duplicate companies
Wedding décor
Neha Sharma
Gym equipment
Fit Hub
Kitchen remodel
Vikram Rao
Office interiors
Kapoor & Co
Festive sofa order
Rohan Mehta
Clinic fit-out
Dr. Iyer
2 The deal page
One page that says what to do next.
Every deal shows how long it has sat in its stage and a 0–100 velocity score worked out from its history, with no AI involved. A recommended next step comes from AI when your workspace has it, and from simple rules when it does not.
- Velocity score from stage progress, freshness, overdue tasks and last message
- Log a task, a call or your own note without leaving the page
- Files and scope: attach the proposal or contract to the deal
They asked for a revised quote on the call. Send the scope with both sofas before the deal cools.
Timeline
-
Call logged by Anita
just nowWants the grey fabric and delivery before Diwali. Asked for a revised quote with two sofas. -
Task · Send revised scope Anita
Due tomorrow 6:00 PM -
Stage transitioned to Proposal by Anita
2 days ago
3 Tasks and reports
Follow-ups that remind you.
A task has an owner, a due date, a priority and an optional reminder, and belongs to a contact, deal or company. The calendar shows tasks next to your Calendly and Google Calendar bookings, and the reports show where deals stall.
- Reminders in the app, by email and as a mobile push
- Funnel, win rate, forecast, time in stage and an owner leaderboard
- Filter by pipeline, dates and owner; export any table as CSV
- Discovery 28 reached
- Proposal 18 reached (64%)
- Negotiation 11 reached (61%)
- Won Won 7 reached (64%)
Average days before moving on
-
Discovery 3.5 d
-
Proposal 6.2 d
-
Negotiation 4.1 d
| Owner | Won | Win rate |
|---|---|---|
| 1Anita K | ₹4,80,000 · 3 | 75% |
| 2Rahul S | ₹3,20,000 · 2 | 67% |
| 3Priya M | ₹1,60,000 · 2 | 50% |
Questions about CRM
Pipelines, a page per deal with a velocity score and next step, tasks with reminders, and sales reports.
It is an app your workspace installs from Settings, then Apps. Only the owner and admins can install it. Until it is installed nobody sees it, and the rest of CustomerPro works the same either way.
No. Uninstalling hides the CRM from everyone but keeps its deals, tasks and notes, and they come back when you install it again.
Without AI, from the deal’s own history: how far along the pipeline it is, how long it has sat in its stage, whether it has overdue tasks and how recently the contact messaged. Won deals score 100 and lost deals 0.
Yes. Every workspace has a pipeline called Sales holding its existing stages, and setting a contact’s stage from Contacts, the inbox or a flow moves that person’s open deal.
Flows can start when a deal reaches a stage and can create tasks. AI agents can look up deals, move a deal and add a task. Webhooks fire when a deal is created, changes stage, is won or lost, and when tasks complete or go overdue.
Still deciding?
Ask us on WhatsApp — you will be talking to the same product this page is selling.
Works with
“Customers message at eleven at night asking whether a model is in stock. The agent answers with the price and the photo, and I close the sale the next morning.”
Shramesh Hegde
Mobile Shopee, J.M. Road, Shivajinagar, Pune
“Every enquiry from my property ads gets a reply within seconds now. I was losing site visits simply because I was out showing a flat and could not pick up the phone.”
Karan Sabale
Real estate agent, Baner, Pune
“I run campaigns for six clients from one place — separate numbers, separate branding, and the delivery reports go straight to the client.”
Prasad Karode
Marketing agency owner, Viman Nagar, Pune
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