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One CRM.Your entire business.

Srishta CRM brings your sales, customers, communication, automation and business insights together in one simple workspace.

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Explore the platform

Everything connected.Nothing complicated.

Explore the core capabilities that help your team manage the entire customer journey.

01
Customer relationship management

Everything your team needs to manage customers.

Bring leads, contacts, accounts, deals, activities, and customer conversations into one connected workspace.

Centralized customer records
Lead and contact management
Deal and pipeline tracking
Tasks, calls, meetings and activities

Customer 360

Customer Overview

128

Contacts

42

Deals

18

Tasks

Active Pipeline

₹24.8L

02
Powerful automation

Let your CRM handle the repetitive work.

Automate routine processes so your team can spend less time updating records and more time building relationships.

Workflow automation
Automated follow-ups
Task assignment
Smart business processes

Automation Builder

Lead Follow-up Workflow

Trigger

New lead created

Action

Assign lead to sales team

Follow-up

Create task after 24 hours

03
Unified communication

Keep every customer conversation connected.

Give your team the context they need by bringing conversations and customer interactions closer to the CRM.

WhatsApp conversations
Customer communication history
Activity timeline
Centralized interaction records
RK

Rahul Kumar

Online

Hi, I wanted to know more about your CRM.

Absolutely. I'd be happy to help.

Can we schedule a demo tomorrow?

Reply to customer...
04
Analytics & insights

Turn CRM data into better decisions.

Understand your sales pipeline, team performance and business activity with meaningful reports and dashboards.

Sales dashboards
Pipeline insights
Performance tracking
Business reports

Sales Analytics

Performance Overview

REVENUE

₹18.4L

+24.8%

CONVERSION

32.6%

+8.4%

05
Connected ecosystem

Connect the tools your business already uses.

Bring your marketing, communication and productivity workflows together with powerful integrations.

Google Ads integration
Facebook lead integration
LinkedIn lead integration
Google Calendar integration

Google Ads

Connected

Facebook

Connected

LinkedIn

Connected

Google Calendar

Connected

Your tools, connected

Keep your business workflows synchronized.

More built-in capabilities

Everything your team needs.

Powerful everyday tools are already built into Srishta CRM, so your team can work without constantly switching between systems.

Lead Management

Capture, qualify and organize leads from one place.

Contacts & Accounts

Keep complete customer information accessible to your team.

Deal Pipeline

Track opportunities from first interaction to closing.

Activities

Manage calls, meetings, tasks and follow-ups.

Reminders

Never lose track of important customer activities.

Global Search

Find customers, leads and records instantly.

Permissions

Control access with roles and granular permissions.

Centralized Data

Keep your customer information structured and connected.

Everything your business needs.One connected CRM.

Bring your customer data, sales process, communication and automation together with Srishta CRM.