Leads, Deals & Sales Team Cloud
Kite CRM brings leads from your website, IndiaMART, JustDial and calls into one place, reminds your team to follow up, and shows you exactly where every deal stands.
Sales workspace for your team, manager area for team leads, back office for you.
Website form, IndiaMART, JustDial, Facebook ads, calls and walk-ins land in one list. Duplicate check on phone and email, lead score, auto-assignment round robin.
Drag deals across your own stages. Win chance per stage, weighted forecast, idle-deal alerts, won / lost with reasons. Several pipelines if you need them.
Tasks, calls and meetings with due dates, a daily "My day" list, overdue alerts, week calendar. Log a call in two taps after you hang up.
Templates with the customer's name filled in — first reply, follow-up, quotation, thank-you, birthday wishes. Everything sent is saved on the timeline.
Build quotes from your price list with discount and CGST/SGST or IGST. Big discounts wait for manager approval. Print, PDF or send on WhatsApp.
Owner, managers and reps each sign in with their own email. Reps see only their own leads. Targets, leaderboard, hand-over when someone leaves.
Reps check in at the customer's office with location and record the outcome — managers see every visit on the map.
Customer issues with priority, SLA due time, owner and resolution — linked to the company's history.
Pipeline by stage, forecast, lead sources & conversion, first response time, win rate, lost reasons, activities, targets vs achievement.
Prices exclude GST. 20% off on yearly plans.
Owner-led sales.
Sales teams with a manager.
Multi-branch and field sales.
Set up in 10 minutes. 14 days free. Questions? Write to info@kite.company.