Getting Started
Get your CRM ready in a few simple steps
Whether you're setting up Srishta CRM for the first time or bringing your team on board, these steps will help you get started quickly.
Open your CRMSet up your workspace
Add your business information and configure your CRM workspace.
Add your team
Invite team members and give them the permissions they need.
Add your customers
Create leads and contacts or import your existing customer data.
Start managing sales
Create deals, manage your pipeline, and track your sales progress.
Find what you needand get started faster
Quickly find guides and resources to help you get the most out of Srishta CRM.
Dashboard
View your CRM overview, sales pipeline, activities, and business performance.
Create a Lead
Add a new potential customer and start tracking their journey through your sales pipeline.
Manage Leads
View, organize, assign, and follow up with your potential customers.
Manage Contacts
View and manage customer contacts, communication history, and important details.
Manage Deals
Track sales opportunities, deal stages, values, and your overall sales pipeline.
Tasks
Create, assign, and manage tasks to keep your team organized and productive.
Calls
Schedule and track customer calls, follow-ups, and sales conversations.
Meetings
Schedule customer meetings and keep track of upcoming and completed meetings.
Automations
Automate lead sync, notifications, reminders, follow-ups, and repetitive CRM tasks.
Integrations
Connect Google, Facebook, LinkedIn, Instagram, WhatsApp, Google Calendar, and other tools.
Reports
Analyze sales performance, leads, deals, team activity, and business growth.
Settings
Configure your workspace, users, permissions, integrations, and CRM preferences.
Everything you needto manage your business
Manage your customers, sales, activities, and communication from one powerful CRM platform.
Leads & Contacts
Capture leads, organize contacts, and keep customer information in one place.
Deals & Sales
Track opportunities through your sales pipeline and manage every deal.
Activities & Tasks
Plan tasks, meetings, calls, and follow-ups so nothing gets missed.
Communication
Keep customer conversations organized across your communication channels.
Reports & Analytics
Monitor your sales performance and understand your business data.
Settings & Permissions
Manage your workspace, team members, roles, and account preferences.
Everything in one place
Srishta CRM helps your team stay organized, follow up with customers, and keep your sales process moving.