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

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.

  • Faxtor CRM

    Ready to use, set up for your business
    • Live in days, not months
    • Your stages, fields and templates
    • WhatsApp, calling and lead capture built in
    • Web and mobile access for your team

    Best for

    • Sales teams of 3–50
    • Service businesses
    • Distributors & dealers
    • D2C brands

    Typical time to go live1–3 weeks

  • Custom CRM

    Designed and built around your process
    • Screens and workflows designed for your team
    • Multi-level approvals and custom rules
    • Connects to your ERP, accounting and website
    • Industry-specific fields and reports

    Best for

    • Multi-branch operations
    • Complex approvals
    • Project-based sales
    • Industry workflows

    Typical time to go live6–12 weeks

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.

BeforeExcel, WhatsApp and memory
  • Leads scattered everywhere
  • Follow-ups depend on memory
  • No one knows where a deal stands
  • Quotations made by hand
  • Customers leave with the salesperson
  • Reports take days
AfterOne CRM the whole team uses
  • Every enquiry in one list
  • Reminders for every follow-up
  • Every deal at a clear stage
  • Quotations in a few clicks
  • History stays with the company
  • Live dashboards

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.
Faxtor CRMBusiness account
Today

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

Open my listSnooze 1 hour

New lead assigned

Sunrise Foods, Pune

Source: Meta Ads

Please call within 15 minutes.

11:12 AM

Call now

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.

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.

crm.yourcompany.com / pipeline

How a deal moves

  1. 01Enquiry42
  2. 02Rate quoted28
  3. 03Booked16
  4. 04In transit11
  5. 05Delivered9
Open enquiries
86
Quotes this week
41
Booking rate
34%
ClientRouteLoadStage
Sunrise FoodsNhava Sheva → Jebel AliFCL 40′Booked
Global AgroMundra → RotterdamFCL 20′ × 3Rate quoted
Nova RetailChennai → SingaporeLCL 6 CBMIn transit
Patel ExportsNhava Sheva → HamburgFCL 40′ HCEnquiry

Sample data

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.

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.

  • Talk to usdiscovery call
  • Understandyour business
  • Explorethe right solution
  • Telecom & Field Services dashboard

    Telecom & Field Services

    Service Management · Work Assignments · Field Staff Tracking · Complaints

  • Garment Manufacturing dashboard

    Garment Manufacturing

    Production Planning · Inventory · Procurement · Work Orders

  • Rental Studios dashboard

    Rental Studios

    Item Calendars · Deposits · Dry Cleaning · Vendor Payouts

  • Jewellery Manufacturing dashboard

    Jewellery Manufacturing

    Gold Rate Quotes · Job Cards · Metal Accounting · HUID Invoices

  • Construction & Project Management dashboard

    Construction & Project Management

    BOQ & Estimation · Vendor Management · Project Tracking · Cost Control

  • Real Estate & Property dashboard

    Real Estate & Property

    Project Management · Unit/Plot Sales · Customer Tracking · Property Listings

  • Financial Services & Lending dashboard

    Financial Services & Lending

    Lead Management · Application Tracking · Disbursements · Repayment Tracking

  • Education & Training dashboard

    Education & Training

    Admissions · Attendance · Fees & Invoicing · Student Records

  • Social Media dashboard

    Social Media

    Content Calendar · Scheduling · Approvals · Reporting

  • Manufacturing dashboard

    Manufacturing

    BOM Costing · Production · Job Work · Dispatch

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