Lost Leads
Important enquiries can disappear among emails, calls and spreadsheets.
Infotattva CRM
Turn Every Customer Interaction Into an Opportunity
Capture leads, manage customer relationships, track sales and empower your team with one intelligent CRM platform.
Smart lead management
Sales visibility
Customer relationships
New lead captured
Follow-up due
CRM Dashboard
Sales overview
AM
Sample dashboard data
Total Leads1,248+12% this month
Open Deals?8.32L24 opportunities
Won Deals?4.86L+8% this month
Conversion38%Sample rate
Lead overviewThis year
Lead sources1,248 leads
42%Website
WebsiteReferralOther
Quick actions
The Challenge
Your Customers Are Everywhere. Your CRM Should Bring Everything Together.
Growing businesses often manage customer information through spreadsheets, emails, phone calls and disconnected applications. This makes it easy to lose leads, miss follow-ups and overlook valuable opportunities.
Missed Follow-Ups
Sales opportunities can be lost when follow-ups aren't organized.
Scattered Customer Data
Customer information can be spread across multiple places.
Limited Sales Visibility
Managers may struggle to understand what is happening across the pipeline.
Stop Managing Customer Data. Start Managing Customer Relationships.
About Infotattva CRM
Meet Infotattva CRM
Everything Your Sales Team Needs. Connected.
Infotattva CRM brings leads, customers, sales activities, conversations and follow-ups together in one centralized platform.
From the first enquiry to a completed sale and beyond, your team can manage the complete customer journey from one connected system.
Request a DemoCRMConnected core
Leads
Contacts
Deals
Follow-Ups
Reports
Sales Team
Activities
Customers
CRM Core Modules
One Platform. Every Customer Interaction.
Give your sales team connected tools for every stage of the customer journey.
Lead Management
Capture, organize and track potential customers.
Contact Management
Keep customer and company information organized.
Sales Pipeline
Visualize opportunities and track every stage of the sales process.
Follow-Up Management
Schedule calls, meetings, tasks and reminders.
Deal Management
Track opportunities from initial contact to successful conversion.
Communication History
Keep customer interactions organized in one timeline.
Task & Activity Management
Manage calls, meetings, tasks and follow-ups.
Reports & Analytics
Turn sales data into meaningful insights.
Mobile Access
Access important customer and sales information wherever you work.
Customization
Configure the CRM around your business process.
CRM Dashboard
Your Sales Team. At a Glance.
Make informed decisions with real-time visibility into leads, opportunities, customer activity and sales performance.
- Track leads, deals and revenue
- Interactive charts and reports
- Monitor team performance
- Access information across devices
- Customizable dashboards
Demo interface · Sample data
i
CRM DashboardSample data
New Leads1,248Open Deals?8.32LWon Deals?4.86LConversion38%
Sales pipeline
New leads 320Contacted 262Qualified 204Proposal 150Won 96
Lead sources
Website42%
Referral28%
Today's prioritiesSales activities
Follow-up call10:30 AMClient meeting12:00 PMSend proposal3:15 PMEmail prospect4:30 PM
Customer 360
One Customer. One Complete View.
Give your team a complete picture of every customer and their relationship with your business.
AS
Customer profile · Sample data
Aarav Sharma
Operations Director · Acme Solutions
Emailaarav@example.comPhone+91 98XX XXX 210Active Deals2 opportunitiesRelationship18 months
Follow-up call completed
Discussed the revised implementation timeline and next steps.
Today · 10:30 AMProposal shared
Updated commercial proposal sent to the customer.
Yesterday · 4:15 PMEmail conversation
Customer requested additional details about reporting.
08 Sep · 11:20 AMSales Pipeline
Know Where Every Deal Stands.
Move opportunities through a clear, organized process and keep the next action visible.
Sample pipeline data
Brightwave Labs?1.20L
Northstar Retail?2.40L
Vertex Systems?3.10L
Greenleaf Foods?1.85L
Altura Projects?4.50L
Cloudline Tech?2.75L
Metro Works?90K
New Lead 12
Neha
Discovery callContacted 9
Arjun
Follow-up callQualified 7
Priya
Product demoProposal 5
Karan
Review proposalNegotiation 3
Neha
Pricing callWon 6
Arjun
OnboardingLost 2
Priya
Record feedbackCRM Workflow
From First Enquiry to Long-Term Customer
A simple and connected process helps you capture, nurture and convert leads.
Capture Leads
Manage Contacts
Track Activities
Qualify Leads
Move Through Pipeline
Close Deals
Build Relationships
Grow Your Business
Sales Automation
Let Your CRM Handle the Routine.
Reduce repetitive sales administration and help your team focus more on customers.
New leadAssignedFollow-up
Automatic Lead Assignment
Route new leads to the right salesperson or team.
Follow-Up Reminders
Keep upcoming customer actions visible and organized.
Task Creation
Create routine tasks when important events occur.
Lead Status Updates
Update lead progress as activities are completed.
Notifications
Alert users about important changes and deadlines.
Deal Stage Automation
Trigger actions as opportunities move through stages.
Reports & Analytics
Turn Sales Data Into Sales Intelligence
Use organized CRM information to understand performance, activity and opportunity.
Sales analytics
Demo interface · Sample dataPerformance overview
Lead Conversion38%Sample ratePipeline Value?18.4LAcross open dealsRevenue Forecast?9.6LThis quarterFollow-Up Activity184This month
Revenue forecastQuarterly
Lead sourcesThis month
1,248Total leads
- Website 42%
- Referral 28%
- Campaigns 18%
- Other 12%
Won vs Lost Deals72% won · 28% lost
Salesperson Performance
Follow-Up Completion86%Sample completion rate
CRM + ERP Integration
CRM Meets ERP
Sales and Operations. Connected.
From the first customer conversation to the final transaction, connect your customer journey with your business operations.
Infotattva CRMCustomer journey
Lead?Opportunity?Customer?Sales Order
Connected data
Infotattva ERPBusiness operations
Inventory?Invoice?Payment?Reports
Designed for Different Businesses
Built for Businesses That Build Relationships.
A flexible CRM foundation for customer-focused teams across industries.
IT & Software
Clients, projects and sales.
Real Estate
Property enquiries and deals.
Education
Student enquiries and admissions.
Healthcare
Patient enquiries and communication.
Hospitality & Hotels
Reservations and guest relationships.
Retail & Distribution
Customers and order management.
Manufacturing
Dealers, distributors and enquiries.
Financial Services
Leads and customer relationships.
E-commerce
Online sales and customer support.
Professional Services
Clients, projects and billing.
Why Infotattva CRM
More Than a CRM. A Better Way to Build Relationships.
Business-Focused
Designed around real customer and sales workflows.
Easy to Use
Powerful functionality presented through a simple interface.
Customizable
Adapt fields, pipelines, workflows and dashboards.
Scalable
Grow your CRM as your sales organization grows.
Modern Technology
Built using modern development practices.
Ongoing Support
Continue improving your CRM as business changes.
Made for Your Sales Process
Your Sales Process Is Unique.
Don't change your sales process to fit your CRM. Configure your CRM around your business.
CRM configuration
Customization area
Define how new leads progress
Create clear stages that reflect how your team qualifies and nurtures potential customers.
Security & Control
Keep Your Customer Data Under Control.
Manage access to customer information with practical controls designed for responsible CRM use.
Role-Based PermissionsSecure AuthenticationUser Access ControlActivity LogsControlled Customer InformationData ProtectionBackup Support
CRM Benefits
What Your Business Gains
Capture More Leads
Organize enquiries before valuable opportunities are lost.
Follow Up Consistently
Keep calls, meetings and next actions clearly visible.
Shorten Sales Cycles
Move opportunities forward with connected information.
Improve Customer Relationships
Give teams a more complete view of every customer.
Increase Sales Visibility
Understand activity and opportunity across the pipeline.
Make Better Decisions
Use organized sales data to guide next steps.
Ready to Grow Your Customer Relationships?
Let's Turn Your Leads Into Lasting Relationships.
See how Infotattva CRM can help your sales team capture, connect and grow.
Capture Connect Convert Grow
