CRM software
Every lead followed up. Every sale tracked.
A CRM that collects enquiries from your website, ads and WhatsApp, sends your team follow-up reminders on WhatsApp, and shows you where every deal stands. Start with our ready CRM, or have one built around your process.
Trusted with their sales by growing businesses
Logistics & customs clearance
HVAC consultancy & projects
Premium saffron brand- + many moreacross manufacturing, education, retail and services
Ready or custom
Two ways to get your CRM. We’ll tell you which one fits.
The right choice depends on how standard your sales process is and what the CRM needs to connect to.
Before and after
From spreadsheets and missed calls to one clear pipeline.
Most sales teams we meet run on Excel, WhatsApp chats and memory. This is what changes once they move to a CRM.
- Leads scattered everywhereEnquiries sit in WhatsApp chats, call logs, email and three different Excel sheets.
- Follow-ups depend on memoryIf a salesperson forgets to call back, the lead goes cold and no one notices.
- No one knows where a deal standsThe owner has to call around to find out what was quoted and what happens next.
- Quotations made by handEach quote is retyped in Word or Excel, and old versions get lost in email.
- Customers leave with the salespersonWhen someone resigns, their contacts and history leave on their phone.
- Reports take daysMonth-end numbers are stitched together by hand and are out of date when they arrive.
- Every enquiry in one listLeads from the website, ads, WhatsApp and calls arrive on their own, tagged with their source.
- Reminders for every follow-upEach lead has a next step and a date. Overdue follow-ups are flagged to the manager.
- Every deal at a clear stageThe pipeline shows each deal, its value, its owner and what’s due next.
- Quotations in a few clicksQuotes are generated in your format from the CRM and sent on WhatsApp or email.
- History stays with the companyCalls, messages, quotes and notes are saved to the customer record, not someone’s phone.
- Live dashboardsLeads, conversions and revenue by source, product and salesperson, updated as work happens.
Built around WhatsApp
Reminders your team actually sees. On WhatsApp.
Your team already lives on WhatsApp, so the CRM sends follow-up reminders, new lead alerts and customer updates there. Every message is saved to the customer record.
- Morning follow-up listEach salesperson gets the day’s follow-ups on WhatsApp at 9 AM, with one tap to open the lead.
- New lead alertsWhen a lead is assigned, the salesperson is told on WhatsApp within seconds, with a tap-to-call link.
- Overdue alerts to managersMissed follow-ups are flagged to the team lead, so no lead goes quiet.
- Reminders to your customersInstant replies to enquiries, quotations, site visit and payment reminders, sent from approved templates.
Today’s follow-ups · 6
10:30Mehta Traders · call back on quote
12:00Anita Rao · send brochure
4:00Patel Exports · product demo
+ 3 more
9:00 AM
New lead assigned
Sunrise Foods, Pune
Source: Meta Ads
Please call within 15 minutes.
11:12 AM
Overdue follow-ups
2 follow-ups from yesterday are still pending. Neha has been notified.
2:05 PM
What’s inside
Everything your sales team needs, in one place.
From the first enquiry to the final invoice. Pick a module to see how it works.
Lead capture
Enquiries from your website, Google and Meta ads, WhatsApp and phone calls arrive in the CRM automatically, tagged with where they came from.
- Website & landing page forms
- Google & Meta lead ads
- WhatsApp and call leads
- Duplicate checks
Set up for your industry
Your stages, your fields, your industry’s language.
We set the CRM up around how a deal moves in your business. Here’s how the pipeline looks in a few of the industries we work with.
Logistics & freight
Track every enquiry from rate request to delivery. Quotes carry the route, container type and validity, and the team sees which shipments are ready to book.
Fields we add
- Port of loading
- Destination
- Container type
- Incoterm
- HS code
- Shipping line
How a deal moves
- 01Enquiry42
- 02Rate quoted28
- 03Booked16
- 04In transit11
- 05Delivered9
- Open enquiries
- 86
- Quotes this week
- 41
- Booking rate
- 34%
| Client | Route | Load | Stage |
|---|---|---|---|
| Sunrise Foods | Nhava Sheva → Jebel Ali | FCL 40′ | Booked |
| Global Agro | Mundra → Rotterdam | FCL 20′ × 3 | Rate quoted |
| Nova Retail | Chennai → Singapore | LCL 6 CBM | In transit |
| Patel Exports | Nhava Sheva → Hamburg | FCL 40′ HC | Enquiry |
Sample data
Included with every CRM we deliver
Ready or custom, these come as standard.
Mobile
Works on the phone
Your team updates leads and logs calls from the field.
Import
Your data moved in
We clean and import your existing leads and customers from Excel or your old CRM.
Training
Your team trained
Hands-on sessions for salespeople and managers until the CRM is part of the routine.
100% yours
Your data, always
Export everything at any time. Your customer data stays yours.
Common questions
Before you choose a CRM.
Should we use your ready CRM or get a custom one?
Most businesses start with Faxtor CRM, set up with their own stages, fields and templates. If your process has approvals, data or integrations a standard CRM can’t handle, we build a custom one. We recommend one after the first call.
How long does it take to get started?
Faxtor CRM is usually live in one to three weeks, including data import and training. A custom CRM takes six to twelve weeks depending on the modules and integrations. You get a clear plan before we start.
Can you move our data from Excel or another CRM?
Yes. We clean up your existing leads, customers and deal history and import them, so your team starts with everything in one place.
Does it work with WhatsApp?
Yes. Through the WhatsApp Business API, your team can send templates, quotes and reminders from the CRM, and new enquiries can get an instant reply. Every message is saved to the customer record.
Can our sales team use it on their phones?
Yes. The CRM works on phones and tablets, so field staff can update leads, log calls and check follow-ups on the move.
Can it connect to our website, ads and ERP?
Yes. Website forms, Google and Meta lead ads and WhatsApp feed leads in automatically. We also connect the CRM to your ERP or accounting software, including the ERP we build for you.
Who owns the data?
You do. You can export your customer data at any time, and on a custom CRM we can host it on your own server.
Do you provide training and support?
Yes. We train your team when you go live and stay on for support, changes and new features as your sales process grows.
Explore our other solutions
A CRM works best when it’s connected. Here’s what else we build.
- ERP SoftwareOperations, inventory, purchases and reporting in one system.
- Website DevelopmentStatic and dynamic websites that bring in enquiries.
- Mobile App DevelopmentAndroid and iOS apps from one codebase.
- Custom Web ApplicationsSoftware built around your exact workflow.
- Business AutomationTake repetitive manual work off your team.
- WhatsApp AutomationUpdates, reminders and alerts on WhatsApp.
- SaaS DevelopmentTurn your idea into a subscription product.
- Licensing & White-LabelFaxtor platforms under your own brand.
Let’s get started
Have a business challenge in mind?
Tell us what you want to improve, simplify or build. Let’s explore the right solution for your business.
- Book free 30 minconsultation call
- Understandyour business
- Explorethe right solution