The CRM built for how Indian B2B teams actually sell.
WhatsApp-first inbox, IndiaMART & JustDial leads, GST-correct quotations, collections with ageing and Tally export, field visits and FY April–March reports — in one workspace.
- 13
- modules
- 90+
- API endpoints
- 7
- FY reports
- 3
- demo roles
Pipeline value
₹4.82 Cr
62 open deals
Untouched leads
7
3 SLA breached
Won this quarter
₹1.15 Cr
FY26 · Q2
Receivables
₹68.4 L
DSO 41 d
Won revenue · last 6 months
My day
How it flows
From portal lead to money in the bank
Every module hands off to the next. This is the 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
Not a US CRM with a ₹ symbol pasted on
The parts most CRMs make you bolt on are in the box.
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.
Speed-to-lead SLA
15-minute timer on every new lead, auto-assignment by territory / round-robin, breaches escalate.
GST quotations
GSTIN checksum, HSN/SAC lines, CGST+SGST vs IGST decided by place of supply, versions, PDF.
Collections & Tally
Ageing buckets, DSO, promise-to-pay, D-3/D+1/D+7/D+15 cadence, Tally XML export.
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.
Every screen
Thirteen modules, one sidebar
Click any card for the what-is-here + how-to-use notes in the guide.
Dashboard
Your day in one screen — pipeline, untouched leads, receivables, tasks.
How to useLeads
IndiaMART, JustDial, TradeIndia, Meta and Excel leads in one queue with a speed-to-lead SLA.
How to useDeals
Drag-and-drop Kanban with weighted pipeline in lakhs and crores.
How to useAccounts
Customers, dealers and distributors with GSTIN validation and KYC docs.
How to useContacts
People at each account with WhatsApp opt-in and DND flags.
How to useQuotations
GST-correct quotes in minutes — HSN/SAC, CGST+SGST vs IGST, versions, branded PDF.
How to useCollections
Invoices, payments, promise-to-pay and ageing buckets — with Tally export.
How to useActivities
Tasks, calls, meetings, GPS field visits and weekly beat plans on a holiday-aware calendar.
How to useInbox
WhatsApp-first conversations, approved templates and festival campaigns.
How to useReports
Seven reports on an Indian financial year (Apr–Mar) with one-click MIS Excel.
How to useApprovals
Manager+Manager inbox for discount requests above the threshold.
How to useTeam
Manager+Members, territories, assignment rules and a rep-handover wizard.
How to useSettings
Company GSTIN, pipeline stages, message templates, holidays, preferences, audit log.
How to useTry it now
Three roles, one password
Pick a role on the login page — the one-click chips sign you in. Everything is seeded with Indian companies, GSTINs and ₹ amounts; external sends are simulated, so click freely.
admin@toshicrm.demoEverything — team, settings, approvalsmanager@toshicrm.demoAll records, approvals, reports, reassignrep@toshicrm.demoOwn leads, deals, visits and inboxDemo@1234