One platform for sales + support + marketing + telecalling + email campaigns + ticketing + inventory + billing. A true 360° customer view — every team looking at the same activity log, driven by cross-team automations that eliminate silos.
Ketpy All-in-One CRM unifies sales, customer support, marketing automation, telecalling, email / SMS / WhatsApp campaigns, ticketing, inventory, billing, and analytics into a single 360° customer view. Every team — sales, support, marketing, telecalling, ops, finance — sees the same activity log for every customer. No more "you called them last week and did not tell us" between sales and support, no more separate WhatsApp broadcast tools that do not know who already unsubscribed, no more Excel-to-Excel data transfers between marketing and telesales. The unified data model is the single source of truth: one contact record, one company record, one deal record, one ticket record, one campaign membership record — but visible from every team's perspective with team-appropriate defaults, filters, and dashboards. Cross-team automations move data seamlessly and in-context: a low-CSAT support ticket automatically opens a save-the-account task for the account manager; a paid invoice unlocks an upsell email drip; an abandoned e-commerce cart dispatches a telecaller with the pre-populated cart contents; a certain lifetime-value threshold triggers a personal call from the founder.
What makes Ketpy All-in-One CRM extensible beyond most competitors is its no-code customisation depth. Custom modules let you add industry-specific entities without any developer help — properties for real estate, patients for clinics, students for coaching, cases for law firms, projects for consultancies, subscriptions for SaaS. Each custom module gets its own fields, layouts, workflow triggers, dashboards, permissions, and mobile screens. The visual workflow builder lets non-technical admins design multi-step automations with conditional branches, delays, approvals, and cross-module actions — think Zapier + IFTTT + Salesforce Flow rolled into one, but native and free. Open REST API + webhooks integrate with anything else you use — website chat, IVR, payment gateways, accounting, e-commerce, HR, tax filing, government portals. Marketing gets a full toolkit: email campaigns with drag-drop builder, SMS via 300+ Indian operators, WhatsApp Business API for templates and 1:1 messaging, landing-page builder, lead-magnet funnels, and multi-touch attribution. Support gets tiered SLA rules, escalations, CSAT + NPS surveys, knowledge base, and ticket automations. Pricing is per active user with unlimited contacts, storage, API calls, and custom modules — no gotchas.
Concrete capabilities you get when you engage Ketpy for Ketpy All-in-One CRM.
The kinds of businesses and use-cases Ketpy All-in-One CRM is engineered to serve.
Custom Property module + Site-Visit workflow + Commission-Split billing + Sales + Support in one CRM.
Patient custom module + Appointment workflow + Insurance + Prescription + Recall + Billing.
Student custom module + Batch allocation + Fee collection + LMS integration + Parent portal.
Case/project modules + Retainer billing + Time-tracking + Document management + Client portal.
Order + Product + Return modules + Loyalty + Cart-abandonment + Marketing automation.
Long-cycle deals + Dealer network + Price-list per segment + Order + Dispatch + Post-sale support.
Measurable business benefits our customers report after adopting Ketpy All-in-One CRM.
What you get when you partner with us on Ketpy All-in-One 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 Ketpy All-in-One CRM. We are tool-agnostic — we pick what fits your stack.
Fair question. We are deep in sales (equal footing with our standalone Sales CRM product), deep in support (SLA rules, CSAT, escalations — equivalent to Freshdesk mid-tier), deep in email marketing (drag-drop builder, A/B testing, deliverability tuning). We are not the deepest in specialty domains — if you need Marketo-grade lead nurturing or Zendesk-grade omnichannel routing, use the specialist. For 90%+ of Indian SMB/mid-market, our depth is more than enough.
Yes, and this is how most customers roll out. Start with the modules that solve today's biggest pain, add more when you feel the friction. Data model is unified so a support ticket added in month 4 automatically links to the sales history from month 1 — no re-import needed.
Similar concept — trigger → conditions → actions — but native across modules (a workflow can span sales, support, marketing, billing without integrations). It also supports delays ("wait 3 days"), approvals ("wait for manager approval"), and human-in-the-loop steps. For external tools we still integrate with Zapier and Pabbly Connect.
Full data export at any time (JSON + CSV) including all custom modules, files, and audit logs. Free 60-day exit assistance if you leave. No proprietary format traps.
DPDP + GDPR-ready out of the box: consent tracking per contact per purpose, one-click data-subject requests (export, delete, restrict), configurable retention policies, data residency options (Mumbai, Frankfurt, Virginia), and DPA sign-off during onboarding.
Tell us what you are building and we will get back inside one business day with a written brief and a recommended next step.
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