sT salesTantra

Product · Sales CRM

Sales CRM that captures every lead and closes more deals

One platform for digital, call center and field teams — manage enquiries, pipeline, follow-ups and performance without switching tools.

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Lead capture Smart distribution Pipeline tracking Automation Reports

The challenge

Leads slip when tools don’t talk to each other

Most sales teams lose deals to slow follow-up, unclear ownership and scattered data — not to a weak product.

Leads land everywhere

Website forms, Facebook ads, MagicBricks, 99acres, walk-ins and missed calls sit in different inboxes.

Ownership is unclear

Round-robin on a whiteboard. Sticky owners forgotten. Hot leads wait while the wrong rep gets called.

Pipeline is a guess

Managers chase status in meetings. Reports live in spreadsheets that are outdated by Friday.

Data flow

How a lead moves through salesTantra

One continuous record — from portal or form capture to assignment, follow-up, deal and reporting.

End-to-end lead lifecycle

1

Capture

Forms, portals, ads, walk-ins

2

Enrich

Source, campaign, project, UTM

3

Assign

Sticky → team → rules

4

Engage

Call, WhatsApp, email, task

5

Advance

Pipeline stages & notes

6

Close

Deal · Won / Lost

7

Report

Funnel, ROI, scorecards

What enters

Name, phone, email, source, campaign, project, budget, intent, UTM and form fields.

What travels

Owner, status, sub-status, follow-ups, call notes, WhatsApp and activity timeline.

What comes out

Funnel conversion, ageing, win rates, source ROI and rep scorecards.

Capabilities

Everything your sales team needs in one place

Modules that map to how salesTantra actually runs — leads, assignment, pipeline, tasks, deals and reports.

Lead management

Capture, qualify and nurture leads from every channel in one inbox — with source, campaign, owner and full activity history.

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Lead distribution

Auto-route leads by sticky owner, project sales team, round-robin or rule priority so the right person responds first.

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Sales management

One pipeline view across teams — stages, sub-statuses, owners, follow-ups and deal progress in real time.

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Sales automation

Automate assignment, tasks, reminders and stage-driven workflows so reps sell more, type less.

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Sales tracking

Track conversions, ageing, win rates and rep performance with dashboards and actionable reports.

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Call center CRM

High-volume inbound/outbound queues with fast follow-up, outcome logging and agent visibility.

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Smart distribution

Every lead finds the right owner in seconds

salesTantra assigns in a clear order — sticky owner first, then project team, then workflow rules.

Assignment decision flow

New lead arrives
1

Sticky owner?

Same project + email/phone within sticky window → reuse prior owner.

Yes → assign prior owner
No ↓
2

Project sales team?

Project has handlers → rotate among that team first.

Yes → round-robin on project team
No ↓
3

Workflow rules?

Match project, pipeline and priority rules (e.g. round-robin pool).

Yes → assign by rule
No ↓
4

Fallback

No match → leave unassigned and notify project team if configured.

Unassigned + alert

Sticky owner

Reuse the rep who already spoke to this buyer.

Round-robin

Balance new leads fairly across a sales pool.

Rule priority

Higher-priority workflow rules win first.

Absence aware

Skip agents on leave when routing.

Explore lead distribution

Lead capture

Every channel feeds one inbox

Portals, digital ads, referrals and walk-ins land as structured leads — tagged for routing and reporting.

Source → CRM data flow

Sources

Portal Digital Social Referral Offline Broker Direct Forms

MagicBricks, 99acres, Housing, Google Ads, Facebook, walk-ins and more.

↓

salesTantra CRM

  • • Lead record created
  • • Source & campaign tagged
  • • Project / intent attached
  • • Owner auto-assigned
  • • First follow-up task ready
↓

Outcomes

Rep notified
Pipeline stage: New
Activity timeline starts
Source attribution locked

Pipeline

From lead to closed deal

Configurable stages your whole team follows — with sub-statuses for real sales conversations.

1

Capture

Enquiry lands in CRM

2

Qualify

Budget & intent clear

3

Assign

Right owner responds

4

Follow up

Tasks & reminders

5

Negotiate

Offers & objections

6

Close

Won / Lost recorded

Example · Real estate sales pipeline

Stages teams actually use in salesTantra

Configurable · sub-statuses under each stage

New

Just received · Unassigned

Contacted

Attempted · Connected · Callback

Qualified

Budget confirmed · Requirement clear

Site visit scheduled

Visit booked · Rescheduled

Site visit done

Interested · Needs follow-up

Negotiation

Price discussion · Offer shared

Token / Booking

Starts deal · Agreement · Payment

Won / Lost / Hold

Outcome + reason codes

Education, travel and general sales teams use the same engine with stages that match their process.

One CRM, three motions

Digital, call center and field on the same pipeline

Handoffs keep full context — the next owner picks up with source, notes and stage history.

Digital / inside sales

Qualify web and campaign leads, log first contact, and push sales-ready opportunities forward.

  • 1. First response & qualification
  • 2. Source & campaign tagging
  • 3. Site visit / demo booking

Call center

Work high-volume queues with outcomes, callbacks and overdue follow-up visibility.

  • 1. Inbound & outbound queues
  • 2. Call / WhatsApp outcomes
  • 3. SLA & overdue tasks

Remote & field

Log site visits and stage updates on the move. HQ sees pipeline movement instantly.

  • 1. Visit notes & outcomes
  • 2. Stage updates from field
  • 3. Manager oversight live

Typical handoff path

Step 1

Digital qualifies

Hot lead + interest logged

Step 2

Call center confirms

Callback & slot booked

Step 3

Field closes

Visit done · deal won

Step 4

Reports update

Source & rep credited

Automation

When something happens, the next step starts itself

Workflows and assignment rules keep speed-to-lead and follow-up discipline without manual chasing.

When New lead arrives

Run assignment order → notify owner → create first follow-up task.

When No activity / overdue follow-up

Surface on dashboard; escalate or reassign based on your rules.

When Stage moves to site visit

Create visit task and keep timeline updated for field and HQ.

When Callback requested

Schedule reminder and keep the lead in the active queue.

When Token / Booking reached

Start a deal linked to the lead and property.

When Deal Won or Lost

Lock outcome, capture reasons and refresh conversion reports.

What managers see

Open leads, overdue follow-ups, funnel health

The sales workspace surfaces what needs attention today — not just how many leads arrived this month.

Open leads

Active pipeline

Overdue

Needs attention

Won (30d)

Closed won

Inquiries

Waiting to convert

Explore sales automation

Sales tracking

See what’s working — and what’s stuck

Dashboards and reports turn pipeline activity into decisions for reps, managers and leadership.

Every stage change, follow-up and win/loss reason feeds the same analytics layer — sales and marketing on shared data.

  • Lead pipeline funnel by stage
  • Traffic and conversion by source
  • Avg days to win
  • Overdue follow-ups and high-priority opens
  • Deals by stage, status and booking trend

Pipeline funnel · snapshot

Illustrative view inspired by the live sales workspace

Live
New 88%
Contacted 72%
Qualified 58%
Site visit 44%
Negotiation 30%
Won 18%

Report builder

Generate any report

Filter → group → measure → chart. Duplicate starters or build from Leads, Deals, Tasks or Datasets. Sales, Marketing or Shared libraries.

Dashboards

Customise your board

New dashboard → pin saved reports as widgets → drag and resize. Alerts when a Number KPI crosses your threshold.

Pipelines

Create your own

Add Sales, Rental or other motions. Edit statuses and sub-statuses; mark which stages start a deal.

Solutions

Explore every sales module

Start with leads and distribution, then add call center, automation and tracking as you scale.

Lead Management Capture, qualify and route every lead Lead Distribution Sticky owner, teams and rules Sales Management Pipeline dashboards for all teams Sales Automation Tasks, triggers and workflows Sales Tracking Conversions, ageing and performance Call Center CRM Built for calling teams B2C Opportunities High-volume consumer sales Remote Sales Field reps on the move

Why salesTantra

Sales software that fits how you actually sell

Not a generic CRM you have to bend around. Built for lead-heavy, follow-up-driven teams.

Pipeline visibility

See every deal, stage and rep in real time — including overdue follow-ups.

Less manual work

Sticky owner, round-robin and workflow rules assign leads without a manager in the middle.

Call + field ready

Log calls, WhatsApp and site visits on the same lead record as digital activity.

Dedicated support

Setup and onboarding from a hands-on team that knows the product.

Built for

Teams that live and die by the pipeline

Whether you run a call center, a field sales force or a digital-first funnel — salesTantra adapts to your motion.

Call center teams

High-volume inbound and outbound with fast follow-up, outcome logging and agent visibility.

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Real estate sales

Site visits, projects, properties and booking pipelines — pairs with the Real Estate portal.

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Education admissions

Enquiry-to-enrolment funnels for schools and colleges — pairs with the School portal.

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Tours & travel sales

Itinerary enquiries, quotes and booking follow-ups — pairs with the Travel portal.

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Remote & field sales

Mobile-friendly workflows for reps on the road with visit tracking and real-time pipeline sync.

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Basic / general sales teams

Lead capture, pipeline tracking and follow-ups for any sales team that needs a clear process.

How it works

Go live in four steps

Straightforward setup — map your sources, stages and assignment rules, then start selling.

01

Map your funnel

We walk through lead sources, sales stages, teams and routing rules.

02

Configure CRM

Pipelines, workflows, sources, campaigns and user roles set up for your process.

03

Train your team

Hands-on onboarding for reps, managers and admins so everyone knows the workflow.

04

Start selling

Go live with support. Iterate on pipelines and reports as you grow.

FAQ

Common questions

Get started

See how your leads would flow

Book a personalized demo. We’ll map your sources, assignment rules and pipeline stages into salesTantra with your process in mind.

Marketing Automation