CRM
Turn More Opportunities Into Clients
Capture leads, manage deals and build stronger client relationships from one workspace — without switching between spreadsheets and emails.
DEXTRIFY
Dashboard
CRM
Projects
Sales
Expenses
Finance
Documents
Leads Pipeline
New Leads
Peak Advisory
Consulting
₹85,000
Vertex Studio
Design
₹42,000
Qualified
Nimbus Labs
IT
₹1,20,000
Proposal
Aarav Digital
Agency
₹68,000
TechCore
Software
₹2,50,000
Won
Kala Agency
Agency
₹95,000
Features
What's included
Leads & Pipeline
Capture and qualify incoming leads. Track each opportunity through your sales pipeline from first contact to won deal.
Deals Management
Manage deal stages, expected values and close dates. Get a clear view of your pipeline health and forecasted revenue.
Clients & Contacts
Maintain a complete client directory with contact details, communication history and linked projects and invoices.
Activities
Schedule calls, meetings and follow-ups. Log every interaction so your team always has context before engaging a client.
Follow-up Reminders
Never miss a follow-up. Set reminders for deals, tasks and client communications that are due or overdue.
Pipeline Analytics
Track conversion rates, deal velocity and win rates. Understand where deals get stuck and improve your sales process.
Workflow
How it connects
1
Lead
2
Deal
3
Proposal
4
Client
5
Project
1
Lead
2
Deal
3
Proposal
4
Client
5
Project
Key Capabilities
Lead capture and qualification pipeline
Deal stages with probability tracking
Contact and client profiles with history
Activity logging — calls, emails, meetings
Follow-up reminders and task management
Pipeline conversion and win-rate reporting
Linked proposals, projects and invoices per client
Business Benefits
Never lose track of an opportunity
Every lead is captured, qualified and tracked through your pipeline so opportunities don't slip through the cracks.
Build stronger client relationships
Complete interaction history means your team always has the context they need before speaking with a client.
Connected to your whole business
When a deal is won, create a client, project and proposal instantly — without re-entering data across tools.
Explore Related Modules
Ready to see it in action?
Get started free or book a demo to see how Dextrify works for your business.