Contacts
Unified people records tied to accounts, activities, and communication history.
CRM Overview
Search…Live
Leads
142
+12.4%
Qualified
38
+8.1%
Win rate
32%
+1.2%
Follow-ups
16
+4.6%
Lead Inflow
Sources
- Web38%
- Referral27%
- Events20%
- Partners15%
Hot Accounts
- SummitToday
- GreenFieldThu
- Orbit LtdFri
- HelixNext
Activities
POSLive
Search products
Soft DrinksBeveragesSnacks
×2
Cola 500ml
₹40
/pcs
Stock 48 · ₹80
2
×1
Chips 50g
₹20
/pcs
Stock 32 · ₹20
1
×1
Milk 1L
₹56
/pcs
Stock 18 · ₹56
1
×1
Bread loaf
₹34
/pcs
Stock 12 · ₹34
1
4 items · Qty 5Tax incl.
Total
₹190
Product screens
CRM — laptop & POS checkout
Desktop shows a live crm ERP workspace; the phone shows a live POS checkout.
Laptop · crmPhone · POS
CRM Overview
Search…Live
Leads
142
+12.4%
Qualified
38
+8.1%
Win rate
32%
+1.2%
Follow-ups
16
+4.6%
Lead Inflow
Sources
- Web38%
- Referral27%
- Events20%
- Partners15%
Hot Accounts
- SummitToday
- GreenFieldThu
- Orbit LtdFri
- HelixNext
Activities
crm
Sales Overview
Search…Live
Pipeline
₹18.6L
+12.4%
Won MTD
₹6.2L
+8.1%
Open quotes
24
+1.2%
Conversion
28%
+4.6%
Bookings Trend
Pipeline by Stage
- Qualify34%
- Proposal28%
- Negotiation22%
- Closed16%
Top Deals
- Acme Corp₹2.1L
- Nova Retail₹1.4L
- BlueLine₹96K
- Orbit Ltd₹84K
Monthly Wins
sales
Analytics Overview
Search…Live
Revenue MTD
↑ 18%
+12.4%
Churn risk
Low
+8.1%
Reports
42
+1.2%
Exports
6
+4.6%
KPI Trend
Segments
- Finance30%
- Sales28%
- Ops24%
- HR18%
Board Pack
- Finance+12%
- Sales+8%
- Ops+5%
- Support+3%
Scheduled Jobs
analytics
- 1
Configure workspace
- 2
Enable CRM
- 3
Import master data
- 4
Go live with team
Capabilities
Core workflows included with this product — ready for multi-tenant configuration.
Accounts
Company hierarchies, billing profiles, and relationship owners in one place.
Activities
Calls, meetings, and tasks logged against the customer timeline automatically.
Email sync hooks
Connect mailbox events so customer conversations stay with the record.
Key benefits
- 360° customer view
- Team collaboration
- Pipeline forecasting
FAQs
How quickly can we deploy CRM?
Most teams start with a guided trial workspace. Module rollout depends on data migration scope and user training.
Is this included in all plans?
Core capabilities are available on Growth and Enterprise. Contact sales for module bundles and industry packs.
Start your 15-day free trial
Bring your business operations together with Safeltra ERP. Full access for 15 days — no payment method required to start. When the trial ends, choose a plan or stop using the workspace.
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