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Enterprise add-on

A sales CRM that captures every enquiry and gets it answered

The Sales CRM brings leads from web forms, e-mail, WhatsApp, IndiaMART and other portals onto a pipeline board. Assignment rules, follow-ups, first-response targets and playbooks help your team answer each one.

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The Service Desk comes free with it. No card needed for the trial.

Key features

What you get with Sales CRM.

Lead capture from every channel

Web forms, IndiaMART push and pull, JustDial, Facebook and Google lead ads, e-mail, WhatsApp, spreadsheet import and an API. Each lead gets a duplicate check by phone and e-mail.

Assignment rules

Give new leads to a person, in turn, or to whoever has the fewest open leads. Rules can use source, city, state, enquiry type, product category and the time the lead comes in.

Follow-ups and first-response targets

Set a first-response target for the company or per source, counted in working hours if you want. Missed targets remind the owner and escalate to the manager.

Pipelines and board

Several pipelines with Open, Won, Lost and Invalid stages. The board shows lead count, total value and weighted value per stage.

Playbooks (SOPs)

Step-by-step "What to do now" on each lead, with time limits, call scripts, WhatsApp and e-mail templates. Steps can be required before a stage move.

Stage questions

Ask a few questions when a lead moves, such as why it is invalid or lost. The answers feed the lead quality and answers reports.

Hand-offs and transfers

Hand a lead to the next person when it reaches a stage, transfer it with a reason, and require approval for chosen stages.

Sales reports

Funnel, conversion by source and owner, first response time, source performance including IndiaMART enquiry types, lost reasons and follow-up hygiene.

Won leads to customers and projects

Mark the company as a customer, start a project from a template, and with the E-commerce hub create a store customer.

How it works

Up and running in 4 steps.

  1. 1

    Connect your lead sources

    Add web forms, IndiaMART, JustDial and other webhooks, a lead e-mail address or WhatsApp under Lead capture.

  2. 2

    Set who gets each lead

    Create assignment rules and a fallback owner, and set a first-response target and escalation.

  3. 3

    Guide the team

    Install a starter pack or write your own playbooks and stage questions for each kind of lead.

  4. 4

    Track and improve

    Work My follow-ups each day and use Sales reports to see response times, conversion and lead quality.

Integrations

Works with

  • IndiaMARTPush API webhook, or Pull API key fetched every 10 minutes
  • JustDialLead push webhook
  • Facebook lead adsVia Zapier or Make
  • Google Ads lead formWebhook
  • Web formsHosted page or embedded on your website
  • E-mailEnquiries sent or forwarded to a lead address
  • WhatsAppA message from a new number becomes a lead
  • CSV, Excel and APISpreadsheet import and POST /api/v1/leads
Questions

Sales CRM: common questions.

What is the TaskSync Sales CRM?+
It is an add-on that keeps each enquiry as a lead on a pipeline, with lead capture, assignment rules, follow-ups, playbooks and sales reports. It runs in the same workspace as your projects, tasks and service desk.
Can I try it for free?+
Yes. Tick Sales CRM at sign-up and it is part of your 30-day free trial. The Service Desk is included free with it.
What happens when the trial ends?+
The add-on becomes read-only until it is activated with an Enterprise agreement. Your leads stay visible, and lead forms, webhooks and IndiaMART leads keep being stored, so nothing is lost.
How much does it cost?+
It is an Enterprise add-on, priced by quote together with your plan. See the Pricing page or talk to sales.
Will the same IndiaMART enquiry become two leads?+
No. The IndiaMART, JustDial, Facebook and Google Ads presets read the lead id and ignore repeats. Even if you use both IndiaMART Push and Pull, an enquiry becomes only one lead.
Does a note count as a first response?+
Yes, if the lead's owner writes it. A stage move and a logged activity by the owner also count. Planning an activity alone does not.

Try Sales CRM free for 30 days.

Set it up with your own data. If it fits, we agree the Enterprise terms with you.

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Other add-ons: Service Desk · E-commerce operations hub · Accounting hub · System Integrator

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