A full-funnel sales CRM that captures leads from every source, visualises your pipeline like a Kanban, converts quotes to GST invoices in one click, tracks every interaction, and forecasts revenue with weighted probability.
Ketpy Sales CRM is a full-funnel sales operating system built for high-velocity B2B and B2C sales teams that need visibility, discipline, and speed. It captures leads from every source that matters today — website forms, WhatsApp Business, IVR miss-calls, IndiaMart, JustDial, TradeIndia, Facebook Lead Ads, Google Lead Extensions, CSV bulk imports, and manual entry — with automatic source attribution, duplicate detection, and lead-score-based auto-routing to the right rep. Move leads through a visual, drag-and-drop Kanban pipeline with stage-based automations that fire the right action at the right moment: send a WhatsApp template when a lead reaches "Contacted", trigger a follow-up task 24 hours after "Demo Done", auto-generate a proforma invoice when the stage hits "Verbal Yes". Convert quotations into GST-compliant tax invoices in a single click while preserving version history. Track every interaction — calls with recording, emails with open/click tracking, meetings with agenda + notes, WhatsApp with delivery receipts, in-person visits with GPS check-in — on a unified activity timeline so nothing falls through the cracks and every rep can be reviewed with facts, not memory.
Sales managers get the tools they actually need: pipeline hygiene reports that surface stale deals, missing next-actions, and no-contact-in-7-days leads; live leaderboards with weekly / monthly / quarterly rankings; one-click deal reviews that show the full activity history in a single scrollable timeline; and forecast dashboards with weighted-probability revenue by stage, rep, product, and territory. Reps get a mobile-first app with click-to-call over Exotel/Knowlarity, WhatsApp message templates with variable substitution, appointment reminders that beep 30 minutes before, route-optimized daily visit planning that saves 45 minutes of drive time, and voice-note capture for post-visit summaries. Every dashboard is filterable by product, territory, source, rep, and time window — pull the exact story you need in seconds. Deep integrations include GST invoicing with e-invoice IRN, Razorpay payment collection, Tally and Zoho Books two-way sync, WhatsApp Business API for templates and automation, Exotel/Knowlarity for calling, Google/Outlook calendar for meetings, and open REST API + webhooks for anything else.
Concrete capabilities you get when you engage Ketpy for Sales CRM.
The kinds of businesses and use-cases Sales CRM is engineered to serve.
Long-cycle deals with multi-stakeholder decisions, quote versions, and technical spec attachments.
High-volume enquiries with counsellor allocation, demo scheduling, and fee-collection workflows.
Regulatory-compliant lead handling, KYC workflows, and policy renewal reminders.
Multi-property site-visit scheduling, agent-matching, and commission-split closures.
RFQ management, price-negotiation tracking, and contract-renewal pipelines.
Showroom walk-ins, home-demo scheduling, EMI approvals, and delivery coordination.
Measurable business benefits our customers report after adopting Sales CRM.
What you get when you partner with us on Sales CRM.
Certified senior engineers with 10+ years building Product systems for regulated and high-growth businesses.
From discovery and design through implementation, deployment, and steady-state operations — one accountable team.
Two-week sprints with working demos, transparent burn-downs, and outcomes you can measure each fortnight.
Distributed senior teams in India, UK, US, and UAE — your delivery window matches your business hours.
ISO 27001 certified processes, SOC 2 ready, GDPR and HIPAA-aware controls baked in from day one.
Fixed-bid, time-and-material, dedicated squad, or staff augmentation — we match the model to your reality.
A guided live walkthrough of the product tailored to your team — every module you care about, mapped to your actual use-cases, with unlimited Q&A. You see exactly what you're getting before any commitment. Discovery meets demonstration in a single session.
Your logo, your colours, your domain, your terminology. We configure client-specific workflows, custom fields, integrations with the tools you already use, and any scope-included tweaks to match how your team actually works. Every product is white-labelable end-to-end.
Your team runs UAT (User Acceptance Testing) on a fully-configured staging environment with real test-data. We triage every observation by priority, fix, retest, and demo the resolution — nothing goes live until you sign off in writing.
Go-live on your chosen infrastructure — Ketpy-managed cloud (AWS Mumbai default), your own cloud, or on-premise. Data migration cutover on a low-traffic window, DNS + SSL setup, user training sessions, and launch communications ready. Rollback plan documented for the worst case.
Twelve months of continuous updates included — feature additions, security patches, WordPress / OS / dependency compatibility, quarterly product upgrades, and an annual roadmap review. Email + WhatsApp support with SLA response times so you're never left waiting.
Tools and platforms we use day-to-day for Sales CRM. We are tool-agnostic — we pick what fits your stack.
Ketpy Sales CRM is India-first: WhatsApp Business is native (not a paid add-on), Exotel/Knowlarity calling is built-in, GST e-invoicing works out of the box, Tally sync is bidirectional, and IndiaMart/JustDial/TradeIndia lead capture is deep. Pricing is per-user with unlimited contacts (competitors start charging above 100K contacts). Migration takes 3-5 days including custom fields.
Fully official — we integrate with the Meta WhatsApp Business API (via 360Dialog, Gupshup, or your existing BSP). Send template messages, receive replies in the same activity timeline, use quick-replies, automate follow-ups on stage change, and see delivery/read receipts. Compliant with the 24-hour session rules and template-approval flow.
Yes. Create separate pipelines with custom stages for New Business, Renewals, Upsell, Cross-sell, Enterprise, SMB — whatever you need. Reps can be assigned to one or many pipelines, and forecasts roll up across all pipelines by product.
Yes. The mobile app has an offline queue — reps can update lead status, log call notes, upload photos, capture GPS check-ins, even convert quotes to invoices while offline. Everything syncs the moment connectivity returns. Battery-friendly for full-day field use.
Every user action is role-based (rep sees only their assigned leads by default), IP-restricted (login only from your office network if you configure), and audit-logged. When an employee leaves, one-click revocation kills all access and re-assigns their pipeline to a manager. Data is encrypted at rest (AES-256) and in transit (TLS 1.3).
Tell us what you are building and we will get back inside one business day with a written brief and a recommended next step.
Trusted By Industry Leaders & Rated 5-Star
