CRM & Leads
Every enquiry from Facebook, Instagram, WhatsApp, IndiaMART, JustDial and your website in one list, with an owner, a follow-up date and replies from one shared Inbox, until it becomes a paid bill.
Stop losing enquiries in chats and notebooks
Enquiries arrive everywhere: a comment on your post, an Instagram or Messenger chat, a Facebook lead form, a WhatsApp message, an IndiaMART or JustDial enquiry, the form on your website. Saathi360 turns each one into a lead in one list, with where it came from and what they asked.
Every lead gets an owner and a next follow-up date. The Today page shows who to call now, and a lead nobody has touched is flagged before it goes cold.
Sound familiar?
The everyday headaches CRM & Leads makes disappear.
Enquiries everywhere
Comments, chats and forms in five places.
Forgotten call-backs
Nobody calls back on the right day.
No owner
Nobody knows who is handling which enquiry.
Everything in CRM & Leads
Leads from every channel
Facebook and Instagram comments, Instagram and Messenger chats, Facebook lead forms, WhatsApp messages, IndiaMART, JustDial and Google Ads lead forms, your website form and sign-up pages all land in one list.
- Source on every lead
- IndiaMART & JustDial
- Sign-up page per campaign
One inbox, reply on every channel
WhatsApp, Instagram, Messenger and comment conversations in one shared Inbox, newest first, showing who is still waiting. Reply on the channel the customer used, or hand the chat to a teammate.
- Instagram & Messenger replies
- Who is waiting
- Hand over a chat
Follow-ups that happen
Every lead has a next follow-up date. The Today page lists who to call now, reminders reach the owner, and untouched leads are flagged.
- Today's call list
- Follow-up reminders
- Untouched-lead alerts
Your own pipeline
Move leads across your own stages on a board, keep a board per campaign or product line, and share new leads among staff in turn.
- Custom stages
- Round-robin assignment
- Win chance per stage
From lead to paid bill
Send a UPI payment link, confirm the payment and convert the lead into a customer in one click.
- UPI payment links
- Payment confirmation
- One-click convert
From enquiry to paid bill in the same app
When a lead says yes, send a UPI payment link, confirm the payment, convert the lead into a customer in one click and bill them in the app that already runs your stock and accounts.
The AI helper marks each new lead hot, warm or cold, suggests the next step and drafts a reply you can edit.
One module, every option you need
Everything between the first message and the paid bill.
Up and running in 4 steps
Enquiry arrives
From any channel.
Instant reply
On WhatsApp or email.
Follow up
Right day, right person.
Paid bill
Convert and bill.
How Indian businesses use it
Animal feed shop
Comments on the shop's Facebook posts become leads, and the owner sends a UPI link to confirm the order.
Insurance adviser
Leads from a Facebook lead form are shared among three advisers in turn, each with a follow-up date.
Coaching centre
Batch sign-ups come in through one sign-up page, and every student gets a WhatsApp reply.
Included in these plans
Not sure which plan? Help me choose →
Common questions
Which plans include CRM?+
Does it work with my WhatsApp?+
Can IndiaMART and JustDial enquiries come in by themselves?+
Can staff see all leads?+
Works great with
IndiaMART & JustDial Leads
Every IndiaMART, JustDial and Google Ads enquiry in one lead list by itself, a WhatsApp reply in seconds, and…
Explore →Follow-up Automations
Reply to every new enquiry at once and follow up on the right days, on WhatsApp and email, without anyone…
Explore →WhatsApp Business Suite
Send bills from your books, remind everyone who owes in one go, turn every new chat into a lead and send…
Explore →Start your 30-day free trial
Every feature free for 30 days. No card, no setup fee. We help you set up on a video call.
Not sure which plan? Help me choose →