Visual pipeline
Drag deals across stages and always know what will close this month.
Customer Relationship Management
The CRM your sales team will actually use
Capture every lead, move deals through a pipeline you can see, and give every rep a 360° view of the customer — from first touch to renewal.
CRMCustomer Relationship Management
Pipeline₹42L across 6 stages+18%
LeadsCaptured & scored318
ConversationsEmail, WhatsApp, callsUnified
ForecastThis quarter₹58L
Capabilities
Everything CRM gives you
Built to cover the whole workflow — not just the easy 80%.
Lead capture & scoring
Web forms, WhatsApp and ad leads flow in and get scored automatically.
Omnichannel inbox
Email, WhatsApp and calls against every contact in one timeline.
Sales automation
Follow-ups, reminders and handoffs trigger themselves.
Forecasts & analytics
Win-rates, rep leaderboards and revenue forecasts updated live.
Quote to cash
Turn a won deal into a quote and an invoice without re-typing a thing.
Why it works
Never let a lead go cold
Leads arrive from a dozen places — your site, WhatsApp, ads, referrals. Vyapar Mitra CRM captures them all, scores them, and makes sure someone follows up before the moment passes.
Auto-capture from web, WhatsApp & ads
Round-robin assignment to reps
Automated follow-up sequences
Alerts when a deal goes quiet
+21%more leads converted
Under the hood
Feature-complete from day one
The details that separate software you tolerate from software you rely on.
360° customer timelineEvery email, call & deal in one view
Lead scoring & routingSend hot leads to the right rep
WhatsApp & email syncTwo-way, logged automatically
Custom pipelinesA stage flow per product or team
Task & activity remindersNothing slips through the cracks
Quotation builderBranded quotes in a click
Territory & team targetsTrack quota vs actual
Web-to-lead formsCapture from any landing page
Who it’s for
Trusted across industries
CRM is pre-configured for the sectors that need it most — and adapts to the rest.
FAQ
Questions, answered
Does it connect to WhatsApp?
Yes — two-way WhatsApp is built in, so conversations are logged against the contact and reps can reply from the CRM.
Can we customise the pipeline?
Completely. Build a different stage flow for each product line or team, with your own fields and automations.
Will it work with the ERP?
A won deal becomes a quote and an invoice in the ERP automatically — one platform, no double entry.
Get started
See CRM on your data
Book a free, tailored walkthrough — we’ll set it up for your workflow and show you exactly how it fits.