sT salesTantra
CRM Sales CRM + marketing on shared lead data

The CRM that captures, assigns & closes every lead.

salesTantra is a sales CRM for lead-heavy teams — portal and form capture, sticky owner routing, custom pipelines, follow-ups, deals, and reports you build yourself. Marketing sources and campaigns stay on the same record through to Won.

Explore Sales CRM
Sticky owner & rule-based assignment
Custom pipelines & sub-statuses
Report builder & dashboards
Lead pipeline

Sales overview

Live CRM data

Open leads

Active

Overdue FUs

Today

Won (30d)

Closed

Inquiries

Pending

Pipeline funnel

By stage

New
88%
Contacted
72%
Qualified
55%
Site visit
38%
Negotiation
24%
Won
14%

Core CRM platform

Sales CRM Marketing Automation Customer Portal

How the CRM works

One lead record. End to end.

From capture to assignment, pipeline, deal and reporting — the same record sales and marketing share.

1

Capture

Forms, portals, ads, walk-ins

2

Enrich

Source, campaign, project

3

Assign

Sticky → team → rules

4

Engage

Call, task, follow-up

5

Advance

Pipeline & sub-status

6

Close

Deal · Won / Lost

7

Report

Funnel, ROI, scorecards

Why salesTantra CRM

Built for how sales teams actually work.

Not a generic contact database. Configure assignment, pipelines, reports and dashboards to match your process — then run digital, call center and field on one system.

Distribution

Smart lead assignment

Sticky owner first, then project sales team rotation, then workflow rules — so the right rep owns the lead before it goes cold.

Owner

Sticky

Rotate

Team

Match

Rules

Learn more

Pipeline

Create your own pipelines

Add Sales, Rental or more. Edit statuses and sub-statuses. Mark which stages start a deal.

Learn more

Call center

Call Center CRM

High-volume queues with fast follow-up, outcome logging and agent visibility on the same pipeline.

Learn more

Analytics

Reports, dashboards & alerts

Filter → group → measure → chart. Pin widgets to a custom board. Alert when a KPI crosses your threshold.

Report builder Custom dashboards Datasets KPI alerts Source ROI
Learn more

CRM flexibility

Configure the CRM for your company

Pipelines, analytics and boards are not fixed templates — each team shapes them to how they sell.

Lead capture & ownership

Forms, webhooks, portals and ads land as structured leads with source and campaign. Sticky owner, project teams and rules decide who follows up.

  • → Source, campaign, project tags
  • → Sticky → team → workflow rules
  • → Follow-ups, notes, activity timeline

Pipelines & deals

Create the stages your motion needs. Sub-statuses for nuance. Start a deal when Token / Booking begins — lead stays linked through handover.

  • → Create Sales, Rental or more
  • → Statuses & sub-statuses
  • → Deals linked to inventory when needed

Reports & dashboards

Ask any question with the report builder. Duplicate starters or create from scratch. Pin live widgets and set KPI alerts.

  • → Filter → group → measure → chart
  • → Custom boards per role
  • → Alerts on Number KPIs

Everything your revenue team needs in the CRM — with industry portals when operations go deeper.

0 Sales CRM modules Leads to remote sales
0 Marketing modules Capture through reports
0 Shared lead record Sales + marketing data
0 Industry portals When CRM alone isn’t enough

CRM solutions

Sales & marketing modules inside the CRM.

Lead capture and distribution, pipeline management, automation, tracking, call center and marketing reports — all on shared CRM data.

Lead Management Lead Distribution Sales Management Sales Automation Sales Tracking Call Center CRM Lead Capture Marketing Reports Workflow Automation Lead Nurturing B2C Opportunities Remote Sales

How it works

From demo to a live CRM.

We map your sources, assignment rules and pipelines — then configure the CRM to match how your team sells.

01

Map your sales process

Lead sources, sticky vs team assignment, pipeline stages, deals and which reports managers need day one.

02

Configure the CRM

Pipelines, sub-statuses, workflow rules, sources, campaigns, users and dashboards — set up for your process.

03

Go live & iterate

Train the team, turn on capture, then refine stages, reports and alerts as volume grows.

Industry portals

Vertical apps when CRM isn’t enough.

Real Estate Management, Society Management (Urbanest), School Management (Edutantra) and Stay Tantra hospitality are available today.

Available

Portal

Real Estate Management

Projects, inventory, bookings and channel partners — pairs with Sales CRM for enquiry-to-handover. Available now.

Projects Inventory Bookings Partners
Explore portal
Available

Portal

Society Management

Urbanest

Urbanest — maintenance billing, visitors, complaints, notices and facility booking for housing societies. Live at urbanest.salestantra.com.

Billing Visitors Complaints Facilities
Explore portal
Available

Portal

School Management

Edutantra

Edutantra — Admin, Teacher, Student and Parent portals for academics, fees and communication. Available for schools.

Admissions CRM option Academics Fees Parent portal
Explore portal

Early access

Why start with this CRM?

Partner early and help shape what we build next.

Real assignment logic

Sticky owner, project teams and workflow rules — not a simple round-robin list.

Reports you invent

Report builder, datasets, custom dashboards and KPI alerts on live CRM data.

Dedicated support

Setup, training and fixes from a real team who know your pipelines and sources.

Industry depth optional

Run CRM alone, or add school, real estate, society or hospitality portals when ops need more.

Customer stories will live here as the platform grows. Learn about us — no made-up quotes.

FAQ

CRM questions, answered.

Can’t find what you’re looking for? Reach out — our team typically responds within one business day.

Ready when you are

See your leads, pipeline and reports in one CRM.

Book a demo. We’ll map your sources, assignment rules and pipeline stages into salesTantra — with industry portals only if you need them.

Send a message
Dedicated support from our team
No sales pitch — honest fit check
Early adopter benefits available