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Craftonix CRM

Close More Deals with a Focused Sales Pipeline

Track leads, manage follow-up tasks, collaborate on key client accounts, and gain full visibility into your sales funnel without spreadsheet confusion.

Visual Kanban Pipeline
Automated Follow-Up Alerts
CSV Contact Import
Craftonix CRM — Sales Pipeline & Deals
Pipeline Value: ₹48.5 Lakhs
B2B Software Deals Q318 Active
Qualified Leads
₹8.2L
Nova FinTech Solutions
₹3,50,000
Rahul Mehra • CTO
Demo BookedToday, 4:30 PM
BlueWave Retail Chains
₹4,70,000
Priya Sharma • Ops Head
Intro Call DoneYesterday
Proposal & Pricing
₹24.0L
Aura Healthcare Systems
₹12,00,000
Dr. Amit Sen • Managing Dir.
Quotation sent • Reviewing SLA terms
Follow-up due: Tomorrow80% Win Prob
Kite Express Logistics
₹12,00,000
Ananya Nair • VP Sales
Contract Draft Shared75% Win Prob
Closed Won (This Month)
₹16.3L
Orbit Media Group
₹9,50,000
Annual Enterprise License
Signed 2 days agoPaid
Zenith Manufacturing
₹6,80,000
CRM + Accounting integration
Onboarding startedPaid
CRM Features

Everything Your Sales Team Needs to Convert

Streamlined contact records, deal stages, and interaction logs designed for fast-paced sales execution.

Visual Sales Pipeline

Drag-and-drop deals across customized stages from initial contact to negotiation and closed-won.

Lead & Contact Management

Store rich profiles with contact details, company information, custom tags, and lead source attribution.

Activity Timeline & Notes

Log calls, meetings, email exchanges, and internal notes on customer records for seamless team collaboration.

Task & Follow-up Reminders

Schedule follow-up alerts and task assignments so no prospect or high-value conversation is forgotten.

Deal Value & Revenue Forecasting

Monitor total pipeline value, stage probabilities, and projected monthly sales conversions.

Performance Dashboards

Visual analytics on team lead response times, conversion ratios, and top revenue drivers.

Sales Velocity

Accelerate Deal Closures with Craftonix CRM

01

Never Miss a Sales Follow-Up

Automated task reminders notify team members when prospects need a call, quote, or demo check-in.

02

Unified Customer History

Every interaction, quotation, and note is preserved in one centralized timeline for quick team handoffs.

03

Faster Sales Cycles

Identify bottlenecks in your pipeline early and focus sales rep effort on high-probability opportunities.

04

Eliminate Spreadsheet Chaos

Consolidate multiple lead sheets into a secure, searchable, multi-user CRM workspace.

Industry Workflows

Empowering High-Performing Sales Operations

B2B Sales Teams

Track complex multi-stakeholder deals, schedule product demonstrations, and forecast quarterly revenue.

Deal stage tracking
Shared contact history
Activity logging

Consultants & Agencies

Manage client discovery calls, proposal submissions, and ongoing client account relationships.

Client profile dossiers
Proposal tracking
Follow-up scheduling

Real Estate & High-Ticket Services

Capture inbound inquiries, qualify prospective buyers, and assign leads directly to sales representatives.

Lead source attribution
Automated reminders
Quick notes
Help & Clarity

CRM Frequently Asked Questions

Everything you need to know about our products, billing, security, and setup.

Yes. Craftonix CRM provides a seamless CSV/Excel import tool with column mapping for contacts, companies, and leads.
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Equip your sales representatives with modern, intuitive lead tracking and deal analytics.

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