What is salesTantra CRM?

A sales and marketing CRM for lead-heavy teams: capture from forms, portals and ads; assign with sticky owner, project teams and rules; run custom pipelines; close deals; and build reports and dashboards. Clinic, gym, school admissions and real estate each have their own page.

How does lead assignment work?

New leads follow sticky owner → project sales team rotation → workflow rules → unassigned. Absences can be respected so leads skip agents on leave.

Can we create our own pipelines and reports?

Yes. Create pipelines (e.g. Sales and Rental), add statuses and sub-statuses, and mark which stages start a deal. Analytics includes Reports, Datasets, Dashboards and Alerts — filter → group → measure → chart, then pin widgets to a custom board.

How do industry portals relate to the CRM?

The CRM is your revenue engine — leads, pipeline and campaigns. Portals are separate operational products. Many teams use CRM alone; others add a portal for inventory, school ops or hospitality.

How is pricing handled?

Pricing depends on CRM modules and scale. Industry portals are quoted separately. Book a demo and we’ll walk through options clearly, with no pressure.

CRM Sales CRM + marketing on shared lead data

salesTantra: The Sales CRM for Lead-Heavy Teams

The CRM that captures, assigns & closes every lead.

Lead management for enquiry volume: forms, portals and ads, sticky owner assignment, custom pipelines, follow-ups and deals. 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

app.salestantra.com · Sales CRM

Lead pipeline

Leads

Pipeline

Deals

Campaigns

Analytics

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%

Lead assigned

Sticky owner · project team

Custom report saved

Wins by source · pinned to dashboard

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.

Capture

Forms, portals, ads, walk-ins

Enrich

Source, campaign, project

Assign

Sticky → team → rules

Engage

Call, task, follow-up

Advance

Pipeline & sub-status

Deal · Won / Lost

Report

Funnel, ROI, scorecards

Capture

Forms, portals, ads, walk-ins

Enrich

Source, campaign, project

Assign

Sticky → team → rules

Engage

Call, task, follow-up

Advance

Pipeline & sub-status

Deal · Won / Lost

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.

Map your sales process

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

Configure the CRM

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

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, school admissions, clinic, gym and hospitality each have their own page. Portal apps sit beside the CRM when operations need more.

Available

Portal

Real Estate Management

Real estate CRM with inventory tracking — portal leads, project assignment, and units from booking to handover.

Projects Inventory Bookings Partners

Real estate CRM Inventory portal

Available

Portal

Clinic

Clinic CRM for any clinic — enquiries, staff-booked appointments and medicines in the product catalog.

Appointments Products Follow-ups Any clinic

Clinic CRM

Available

Portal

Gym

Gym CRM for trials, memberships and renewals, with sessions booked in the portal and shop items in the catalog.

Trials Memberships Appointments Products

Gym CRM

Available

Portal

School Management

Edutantra

School admissions CRM for institutions in India. Add Edutantra when you need academics, fees and parent portals.

Admissions CRM Academics Fees Parent portal

School admissions CRM School Management

Available

Portal

Hospitality

Stay Tantra

Hospitality CRM for hotels and restaurants — group bookings on salesTantra, operations on Stay Tantra.

Hotel Management Restaurant Management Guest QR

Hospitality CRM Hotel Management Restaurant Management

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 use the clinic, gym, school admissions or real estate pages when the work is specific.

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