Sell the way Indian B2B teams actually sell.
Priya, your AI sales assistant, sorts every IndiaMART and JustDial lead into hot or cold, tells each rep what to do first every morning, and follows up on payments — inside a simple CRM built for WhatsApp, GST and lakhs & crores.
- 15 min
- every new lead called
- 2 min
- to a GST-correct quote
- हिंदी
- and English, AI included
- ₹0
- to try the live demo
Pipeline value
₹4.82 Cr
62 open deals
Untouched leads
7
3 not called in time
Won this quarter
₹1.15 Cr
FY26 · Q2
Receivables
₹68.4 L
paid in ~41 days
Won revenue · last 6 months
My day
Lead sources & integrations (simulated in the demo)
One queue
Every enquiry, every portal, one place
Portals, ads, WhatsApp and spreadsheets flow into a single queue — handed to the right rep in seconds, duplicates caught by phone number, a 15-minute call timer on each — and out the other side as deals, quotes and cash.
Built in, not bolted on
Everything an Indian sales floor needs, on one screen
Not a US CRM with a ₹ symbol pasted on. These are the parts other CRMs make you buy as add-ons.
AI call agent — answers, transcribes, scores Hot / Warm / Cold
Priya AI picks up phone and WhatsApp calls in Hindi, English or Hinglish, extracts what the buyer needs, and marks the lead Hot, Warm or Cold with a next action — so reps call the right person first.
Live transcript · 00:27
Extracted signals
Verdict
🔥 Hot · 88/100
Decision maker, budget approved, hard deadline. Assigned to Vikram; call-back task due in 15 min.
WhatsApp-first inbox
Every lead, deal and invoice has a thread. Approved templates, quick replies, festival campaigns, delivery ticks — and it all lands on the timeline.
Approved templates
quote_followup, payment_reminder, festival_greeting — variables auto-fill from the record.
Festival campaigns
Diwali, Holi, Eid, Pongal greetings to a filtered segment; DND contacts skipped.
Logged automatically
Every message is stamped on the lead / deal timeline with delivery status.
Ravi · Sharma Auto
online
Every lead called in 15 minutes
A clock starts the second a lead lands. Rules hand it to the right rep; if nobody calls in time, the manager is told.
- IndiaMARTArjun · 4 m
- JustDialNeha · 9 m
- Meta AdsRahul · late
Assignment rules
Not called in time · Rajesh (manager) alerted
Meta Ads lead #L-2291 untouched for 15 m — Rahul notified, manager copied.
First-response report
Median 6 min · 91 % called within 15 min this week · slowest source: JustDial
GST-correct quotations
GSTIN checksum, HSN/SAC lines, place of supply decides CGST+SGST vs IGST. Versions, branded PDF, manager approval above 10 % discount.
| ISI Safety HelmetHSN 6506 | ×200 | ₹1,000 |
| Reflective JacketHSN 6211 | ×100 | ₹250 |
| Place of supply: Maharashtra (27) — intra-state | ||
| CGST 9 % | ₹18,305 | |
| SGST 9 % | ₹18,305 | |
| Total | ₹2,40,000 | |
Get paid on time
Invoices from accepted quotes, part payments, promises to pay, polite reminders 3 days before and 1, 7 and 15 days after the due date — and a Tally export.
Avg time to get paid
41 days
Kanban pipeline
Drag deals between stages; totals and likely value in lakhs and crores update live.
Qualification
Proposal
Negotiation
Field visits & beat plans
GPS check-in from the phone, weekly beat plan per rep, visit-vs-plan adherence.
FY reports & MIS
Seven reports on the April–March year with a quarter picker and a one-click MIS Excel.
Lead → cash
From portal enquiry to money in the bank
Every module hands off to the next. This is the exact path a demo walk-through follows.
- 1
Lead
Arrives from IndiaMART / JustDial / Meta / Excel, auto-assigned, SLA timer starts.
- 2
Contact
Rep calls or WhatsApps within 15 min from the lead page.
- 3
Deal
Convert creates Account + Contact + Deal on the Kanban.
- 4
Quotation
GST-correct quote, PDF, sent on WhatsApp; >10 % discount goes to a manager.
- 5
Invoice
Raised from the accepted quote with Net-30 terms and cadence follow-ups.
- 6
Payment
UPI / NEFT recorded, ageing clears, DSO drops, Tally XML exported.
India pack
Eight things you will never have to explain to a client again
GST, WhatsApp, portals, lakhs & crores, the April–March year — it is all native.
Made for Bharat's B2B
GST · WhatsApp · Portals · Tally · FY Apr–Mar
WhatsApp-first
Threads, approved templates, festival campaigns and delivery ticks — the channel Indian buyers actually answer.
Portal leads
IndiaMART · JustDial · TradeIndia · Meta Lead Ads land in one queue with the source on every row.
Every lead called in 15 min
A timer starts on every new lead, it goes to the right rep automatically, and the manager hears about any that slip.
GST quotations
GSTIN checksum, HSN/SAC lines, CGST+SGST vs IGST decided by place of supply, versions, PDF.
Get paid on time
See who owes what and for how long, record promises to pay, send polite reminders on schedule, export to Tally.
Field sales
GPS check-in visits, weekly beat plans, visit-vs-plan adherence, holiday-aware calendar.
हिंदी + ₹ L/Cr
Hindi toggle, lakhs and crores everywhere, financial year April–March in every report.
Roles & approvals
Admin / Manager / Rep scopes, discount approvals, rep-handover wizard, audit log.
Simple by design
Five places. That's the whole CRM.
No maze of menus. Everything your team does sits under one of five headings — click any to see how it works.
Customers
WhatsApp and email chats, companies, people and your call calendar.
Plus search everything with ⌘K, one-click Hindi, dark mode and an “Add new” button on every screen. Read the guide →
Book a demo
See it with your own leads
A 30-minute call where we load a sample of your leads and products, show your team the daily flow, and answer every question. No charge, no obligation.
- We call you within one working day
- Hindi or English — whichever your team prefers
- Walk away with a setup plan, even if you don't buy
Questions
Things people ask us
Do I need to be good with computers to use it?
No. If your team uses WhatsApp, they can use Toshi CRM. There are five headings, one “Add new” button, and a two-minute tour the first time you log in. The interface also switches to Hindi.
Will it work with IndiaMART, JustDial and our Excel sheets?
Yes. Portal leads arrive in one list automatically, and you can import an existing Excel or CSV file — duplicate phone numbers are caught for you.
What does Priya AI actually do?
She sorts new leads into hot, warm or cold, writes a morning to-do list for each rep, drafts WhatsApp follow-ups and payment reminders, and can answer calls in Hindi or English. You decide what she may do on her own and what needs your OK.
Are quotations GST-correct?
Yes. HSN/SAC codes, CGST + SGST or IGST chosen from the customer's state, discounts above your limit sent to a manager, and a branded PDF you can send on WhatsApp.
Is our data safe?
Your company gets its own private CRM, not a shared one, with role-based access (owner, manager, rep) and a record of who changed what. The public demo uses made-up sample data only.
How long does it take to get started?
Usually about a week: we import your leads and products, set up your sales stages and train the team in one session.
Try it now
Three roles. One password. Click anything.
Seeded with Indian companies, GSTINs and ₹ amounts. External sends are simulated, so nothing you do leaves the demo.
admin@toshicrm.demoEverything — team, settings, approvalsmanager@toshicrm.demoAll records, approvals, reports, reassignrep@toshicrm.demoOwn leads, deals, visits and inboxDemo@1234