eCRM features and progress
A CRM for Indian businesses that live on enquiries: mail, WhatsApp, IndiaMART and web-form leads become contacts, deals and follow-ups on their own, so you approve instead of typing. Everything works without AI too; AI only takes the typing away.
- 29 Ready
- 11 In testing
- 0 Planned
Ready: built and passing its tests on our development system. In testing: built and in testing; anything that does not pass testing will be removed. Planned: not built yet; no date promised.
Getting started
-
One sign-in with your IT-Labs account
ReadyYour team uses the same login for every IT-Labs product, with passkey or authenticator codes.
-
Set up in one question
ReadyPick your kind of business; ready-made stages, fields and rules for traders, manufacturers, agencies and service firms are set for you.
-
Import from Excel or CSV
ReadyBring your old contact list in; columns are matched for you.
-
Help on every screen
ReadyEach screen says what it is for and what to do next, with short how-to guides.
Enquiries and channels
-
Mail inbox capture
ReadyEnquiries to your business mailbox become contacts and deals; repeats and spoofed mail are kept out.
-
Web form enquiries
ReadyLeads from your website form land in the CRM straight away.
-
WhatsApp Business inbox and replies
In testingWhatsApp enquiries are captured and you can reply from the deal.
-
IndiaMART leads
In testingIndiaMART buy leads arrive without copy and paste.
-
New enquiries list to approve or set aside
ReadyOne tap to approve a lead, park it, or undo.
-
Add an enquiry from anywhere
ReadyNote a phone call or walk-in from any screen in seconds.
-
Allowed and blocked senders
ReadyBlock a sender or whole domain, or always trust a customer; each sender has a page with their full history.
-
Notices lane for banks, GST and payment mails
In testingBank, GST and payment mails are kept apart with amount, date and reference; fakes that cannot prove the sender raise an alert.
-
Mailbox handlers and signatures
ReadyChoose who answers each mailbox, reply as sales@ or support@, with the right name and signature.
-
Reply from your own mail app
In testingAnswer a customer from your phone's mail app and it still lands on the deal.
Sales and follow-up
-
Contacts, companies and deals with a kanban pipeline
ReadySee every deal by stage and drag it forward.
-
One timeline per deal
ReadyMails, WhatsApp messages, calls and stage changes in one place.
-
Tasks and follow-up reminders
ReadyNothing is forgotten after the first reply.
-
Custom fields
ReadyTrack what matters to your business, like product, quantity or city.
-
GST quotes as PDF with UPI QR code
ReadySend a proper GST quote the customer can pay by scanning.
Automation
-
Simple if-then rules
ReadyAssign owners, move stages, add tasks or prepare drafts; nothing is sent without your click.
-
Ready-made rule presets
ReadySwitch on common rules in one click instead of building them.
-
Locked and suggested rules
ReadyWhat your rule decides stays decided, and when your team fixes the same thing three times you can turn it into a rule in one tap.
AI helpers (optional)
-
AI fills in the lead for you
In testingName, phone, company, city, product, quantity and budget are read from the message.
-
Category, priority and summary for each enquiry
In testingSee at a glance what a lead is about and how urgent it is; supplier pitches and spam are set aside.
-
Suggested owner and stage, applied only when the AI is sure
In testingYou set how sure the AI must be; below that it only suggests.
-
Reply drafts and deal summaries
In testingA ready reply waits for your click, and a daily brief shows which deals need you.
-
Ask the CRM in plain words
In testingAsk questions like 'open deals over 1 lakh in Pune' and get the list.
-
AI can be switched off per feature
ReadyUse only what you trust; everything works by hand too.
Reports
-
Pipeline, sources, won or lost and response time
ReadyKnow where your business comes from, what closes and how fast your team answers in business hours; export to CSV.
Telecalling
-
Telecalling for your team
ReadySwitch it on in Settings; upload a call list, share it out fairly, and each caller just taps Next.
-
One-tap call outcomes and call-backs
ReadyCall from the phone, save how it went and the next call-back in one tap; callers never see the full number.
-
Live board and calling reports
ReadySee who is on a call right now, calls and connect rate per person per day, and deals won from calls.
-
Calling rules and cloud calling
In testingDo-not-call lists, calling hours, consent and scrub checks before every call, and calls through your own calling provider.
Team, phone and language
-
Teams and who sees what
ReadyMake teams in Settings; staff see their own deals, managers see their team's.
-
Works on your phone
ReadyInstall it like an app and use it in the field.
-
English and Hindi
In testingEvery screen in Hindi too; the wording is being reviewed.
-
API keys for AI apps
ReadyConnect your AI assistants with a key you can revoke any time.
Your data
-
Each business's data kept apart
ReadyNo other business on the system can ever see your records.
-
Export, erasure and consent (DPDP)
ReadyHand a customer their data, erase it on request, and honour STOP.
-
Full decision trail and retention settings
ReadySee why each enquiry was filed the way it was, and choose how long mail is kept.
Suggest a feature
Something eCRM should do for your business? Tell us; the founder reads every suggestion.