Lead CRM + Call Recording + WhatsApp Automation + AI
From lead capture to invoice — bring lead sources, call activity, WhatsApp workflows, team operations and sales reporting into one mobile and web workspace.
Hi Rohit 👋 1, 5 or 10-user plan?
5-user plan
Demo today 3–6 PM?
Today 4 PM
Booked ✅
Every lead, from every channel, in one inbox
Capture enquiries from advertising platforms, business directories, property portals and your website in one centralized CRM workspace.
Lead sources
Multiple channels, one destination
Meta Ads
Facebook & Instagram
24
Connected
Google Ads
Search & lead forms
18
Connected
IndiaMART
B2B enquiries
32
Connected
Justdial
Local business leads
12
Connected
Website Forms
Direct enquiries
9
Connected
Smart CRM
Incoming leads · All channels
Recent enquiries
Incoming lead activity
Anjali Kumar
Meta Ads · Just now
Rohit Sharma
Google Ads · 12 sec ago
Pranav Mehta
IndiaMART · 28 sec ago
Sneha Verma
Justdial · 45 sec ago
15+ Lead Source Integrations
Meta Ads
FB & IG
Google Ads
Lead Form
IndiaMART
JustDial
TradeIndia
ExportersIndia
Sulekha
99acres
MagicBricks
Housing.com
NoBroker
WordPress
Google Forms
Google Sheets
Gmail
Pabbly
Website API
Smart Routing
Auto-assign by source, geography or round-robin
♟ Source
Meta Ads
32 today
Google Ads
18 today
IndiaMART
11 today
JustDial
7 today
◉ Routing rule
if source = Meta → Priya
if source = Google Ads → Rohan
if source = IndiaMART → Amit
if source = JustDial → Neha
♟ Caller
Priya Sharma
32 · On Call
Rohan Mehta
18 · Idle
Amit Kumar
11 · On Call
Neha Verma
7 · Idle
WhatsApp AI Bot
An AI Bot that qualifies leads while you sleep
Smart CRM AI Bot
online · typing...
Qualifies. Books. Hands off.
- ✓Auto-qualifies budget, requirement, user count
- ✓Books appointment on calendar
- ✓English + Hindi + Hinglish
- ✓Pings human caller when intent is high
Cold Calling Engine
Auto-dial. Track. Audit every call.
Auto-Dial 60 sec
Tap-to-call push the moment lead lands.
Smart Caller-ID
Old client name, stage, last remark on lock-screen.
Fresh Caller Auto-add
Unknown number → auto-create NEW lead on ring.
Full Phone Log
Incoming · Outgoing · Missed in CRM.
TAT Violation Alerts
No call in 10 min? Rep pinged. Admin escalation.
Missed Call Insight
Auto-add lead + auto-WA callback + smart retry.
Auto-Dial Engine
Auto-dial every new lead — in 60 seconds
Auto-dial · 2 queued
Tap to call · Anjali
Meta · 9s ago
Tap to call · Sandeep
Google Ad · 12s
Welcome WA + Email sent
Auto · 7s ago
One tap. Lead context loaded.
- ✓"Tap to call" Android push for every queued lead
- ✓Caller-ID overlay shows source & notes
- ✓Auto-skip if no answer · auto-retry
- ✓Round-robin distribution
SLA & Compliance
TAT Violation Alerts at 10 minutes
Rule violations & admin escalation
- ✓"No call in 10 min" alert to rep
- ✓TAT escalation to admin
- ✓Stage-stuck alerts (Negotiation 3+ days)
- ✓Daily violation digest emailed to leadership
⚠️ Lead CRM Violations
TAT VIOLATION (admin)
Negotiation 3d 4h
Missed follow-up
Anjali overdue 18 min
No call in 10 min
Harsh · 0 dials
Real-Time Visibility
Live Caller Tracking & Team Monitoring
Live Team Status
Gopal (admin)
On Call · 25m
Harsh (sales)
Idle · 9h 13m
Neetu (sales)
Offline · 15h
test (sales)
Offline · 107h
Call Recording
Every call recorded & audited by AI — with rating & transcription
Devendra Pandey · Negotiation · 5m 34s
AI Quality Control
AI listens, rates & suggests next-best-action
🎧 AI listening · 02:14 / 05:34
ANALYSING
Detected: Negotiation · price comparison
23
ANALYSED
9 (39%)
POSITIVE
3 (13%)
NEGATIVE
~95%
ACCURACY
Devendra Pandey
😟 2/5 ★Brush-off · no real interest.
Vikram Joshi
😃 4/5 ★Strong intent · requested team demo.
Caller Dashboard
Every call. Counted. Categorised. Compared.
📞TOTAL
397
208 unique
📥INCOMING
6
5 unique
📤OUTGOING
360
206 unique
❌MISSED
31
18 unique
🎧TALK
6h 21m
recorded
⏱AVG
1m 19s
non-zero
👥ACTIVE
3
callers
💤IDLE
17h 38m
work − talk
HR & Team
Attendance, leaves, tasks, salary — all in one place
7
PRESENT
6.6h
AVG HOURS
24
ABSENT
2
LEAVE BAL
| DATE | IN | OUT | LOCATION |
|---|---|---|---|
| 2026-05-29 | 06:16 PM | — | 📍 Vivek Vihar |
| 2026-05-18 | 12:30 PM | — | 📍 Vivek Vihar |
| 2026-05-14 | 04:04 PM | 06:01 PM | 📍 Vivek Vihar |
GPS Attendance + Team Matrix
- ✓Mobile GPS check-in + device fingerprint
- ✓Team matrix: days present, hours, absent
- ✓Detailed log + location trail
- ✓Auto-link → salary calculation
Leave Management
Apply, approve, balance-track. Auto-deduct.
Task Assignment
Deadlines, priorities, reminders.
Daily Submission
EOD report auto-collated to manager.
Salary Generation
Auto-calc + PDF slip in one click.
AI Copilot — Ask CRM
Don't read dashboards. Just ask.
Ask CRM
Powered by Gemini
7 / 50 today
• How many new leads today?
• Top performer?
Plain-English answers, CRM-deep insight
- ✓"How many new leads today?"
- ✓"Which leads are out of TAT?"
- ✓"Employee-wise performance"
- ✓"Top performer this week?"
- ✓50 Q/day · Hindi-English
Pipeline Builder
Smart Pipeline Funnel to Forecast Your Business Growth
A visual funnel that shows where deals leak and helps forecast future revenue.
Pipeline
＋ Newtotal leads
1344
in pipeline
open value
₹1.0L
weighted ₹10.0K
win rate
5%
won vs closed
avg cycle
5d
lead to close
New lead
1074 leads · 100% of total
Contacted
155 leads · 14% of total
Qualified
62 leads · 6% of total
Negotiation
31 leads · 3% of total
Proposal sent
22 leads · 2% of total
1074 leads
₹50.0K · 14% advance
155 leads
₹50.0K · 40% advance
62 leads
₹0 · 50% advance
31 leads
₹0 · 71% advance
22 leads
₹0 · final stage
✓ Won
5% win rate
8
× Lost
95% of closed
167
Phone
☎ Incoming call
×+918285039708
☎ +918285039708
🏷️ NewSmart Caller-ID
NEWInstantly View Customer History During Incoming Calls
The moment your phone rings, Smart CRM shows the caller's full lead history, stage and last remark — no searching needed.
Caller name, stage & last remark visible on ring
Full history — calls, notes, WhatsApp — in one popup
Inbound call auto-creates a new lead if number is unknown
One-tap "Open in CRM" to update stage mid-call
Lead Management
One Smart Lead Page for Complete Lead Management
Manage every lead from a single screen. View customer details, communication history, follow-up status, source information, notes and assigned executive without switching between multiple pages.
Complete lead profile in one place
Call, WhatsApp, Notes & Follow-up actions
Track lead source and ownership
Faster lead response and conversions
Rinkesh kumar
NEW🏷️ Meta · +919589575077
👤 Neetu
Achal Rajput
FOLLOW UP🏷️ WhatsApp · +919990480965
👤 Neetu
+918459145906
NOT INTERESTED🏷️ Inbound Call · +918459145906
👤 Neetu
Shraddha Baphna Zobalia
FOLLOW UP🏷️ Meta · +919370774002
👤 Neetu
Dashboard👥
Leads🔔
Follow-ups☎
Dialer•••
More
Lead CRM
⏰ Follow-up due Sunil Kr Singh · +919336728837
⏰ Follow-up due Jagmohan · +919315305834
gopalservesales@smartcrmsolution.com · 09:07
[CRM Demo Audit] Morning digest — yesterday evening...
SmartCRM
Call tracking is enabled
System configuration update
Tap here to install the latest updates.
Follow-Up Engine
Smart Follow-Up Reminders — Never Miss a Lead
Automatically receive follow-up reminders on mobile and desktop. Stay on top of every customer conversation with timely alerts, overdue reminders, and daily follow-up notifications.
Mobile follow-up notifications
Overdue lead alerts
Daily reminder dashboard
Never miss a sales opportunity
5 · Daily Reports
Smart Daily Calling Reports with Talk Time & Idle Time Tracking
Monitor team productivity with detailed calling reports. Track incoming, outgoing, missed calls, talk time, idle time, active users, and performance trends from one centralized dashboard.
Real-time call activity dashboard
Talk time and idle time tracking
Incoming, outgoing and missed call reports
Measure team productivity instantly
☎ TOTAL CALLS
1011
957 unique numbers
📥 INCOMING
46
27 unique callers
📤 OUTGOING
845
351 unique dialled
✕ MISSED
120
48 unique missed
🎧 TOTAL TALK
12h 23m
recorded duration
◷ AVG CALL
1m 18s
mean non-zero calls
♟ ACTIVE USERS
4
callers
💤 IDLE TIME
21h 36m
work hrs − talk time
Daily call activity
📥 Inbound
355
📤 Outbound
447
✓ Delivered
88
◉ Read
281
⚠ Failed
62
👥 Contacts
189
Delivered %
20%
Read %
63%
Delivery breakdown
WhatsApp Analytics
Smart WhatsApp Analytics to Track What's Working
Measure WhatsApp campaign performance with detailed delivery, read, response and engagement analytics. Understand which messages drive customer actions and optimize campaigns using real-time insights.
Track delivered and read messages
Monitor failed WhatsApp campaigns
Analyze customer engagement rates
Improve campaign performance with insights
Accounts & GST
GST invoicing, GSTR-1 & quotes — inside the CRM
Smart CRM Solution
GSTIN 07AABCS1234C1Z5
TAX INVOICE
INV/2026/0142
HSN 998313 · Filed in GSTR-1
Quotation → Invoice → GSTR-1, in 3 clicks
Quotation with line items & discounts
GST invoice (CGST/SGST/IGST) auto-HSN
GSTR-1 export — JSON for the portal
Payment capture: cash, UPI, bank
Customer ledger & ageing report
Ready to run your whole sales operation on one screen?
Call us at +919820145892