The sales CRM built for how India sells
Indian sales runs on WhatsApp, phone calls and portal inquiries — not on email threads. Sales Daddy captures every lead automatically, puts calling and WhatsApp on the same screen, and tracks each deal from first inquiry to GST invoice and payment.
Why teams switch
IndiaMART email digests, Facebook notifications, website form mails, walk-ins in a notebook. Nobody sees the full list, so nobody works the full list.
The lead sheet is updated at night, if at all. Duplicate rows, no owner column, and no way to know which lead was actually called today.
A rep promises to call back Tuesday, gets busy, and the lead buys from whoever called first. There is no reminder, so there is no second call.
How many leads came from Meta ads this month? What did each source cost per sale? Without source-wise reports, ad budgets are set on gut feel.
The deal closes, then the invoice is made in another tool and the payment link is pasted from a third. Half the follow-up effort goes into collection.
From first inquiry to done
- 1Capture from every sourceMeta and Google lead forms, IndiaMART, Justdial, TradeIndia, website forms and the AI website chatbot land in one lead list within minutes.
- 2Assign automaticallyAssignment rules route each lead by source, city or product to the right rep the moment it arrives — no morning distribution meeting.
- 3Call and WhatsApp from one screenClick-to-call from the rep’s own SIM, WhatsApp from the team inbox. Every call and chat logs itself against the lead.
- 4Follow up on scheduleTasks and reminders queue the next touch. A lead without a next step shows up in the manager’s view before it goes cold.
- 5Quote and invoice with GSTBuild a quotation from the lead, convert it to a GST invoice, and send a Razorpay payment link — all inside the same record.
- 6See what workedTargets, conversion reports and source ROI show which channel, campaign and rep actually produced revenue.
What your team actually sees
The pipeline board — every deal, its value and its owner, at a glance.
AI keeps the CRM filled in
The part of CRM that fails is data entry. Sales Daddy’s AI does it for your team.
- Call recordings become transcripts and short summaries automatically
- AI drafts WhatsApp replies in English, Hindi or Tamil for the rep to send
- The website chatbot qualifies visitors and creates leads with details filled in
- Every conversation is summarized on the lead, so handovers need no briefing
Everything this runs on
Lead capture and routing
IndiaMART, Justdial and TradeIndia inquiries arrive within minutes, not in email digests.
Facebook, Instagram and Google Ads lead forms flow straight into the lead list.
Route by source, city, product or round-robin so every lead has an owner instantly.
Repeat inquiries attach to the existing lead instead of creating a second row.
Working the deal
Calls go from the rep’s SIM, and the companion recorder app logs and records them.
One business number, every rep’s chats visible, AI replies and chat flows on tap.
Every lead carries a next step with a due time — overdue ones surface to managers.
Quote, invoice and Razorpay payment link from inside the lead record.
Management view
Monthly targets per rep with live progress against calls, meetings and revenue.
Cost and conversion by source, so the next ad rupee goes where sales came from.
The full CRM in the rep’s pocket, including calling, WhatsApp and visit logging.
Related solutions
Questions teams ask us
What makes this different from a generic CRM?
It is built around how Indian teams actually sell: portal inquiries, WhatsApp conversations, phone calls from the rep’s own number, GST quotations and Razorpay payment links. You do not have to bend an email-first CRM into that shape.
Which lead sources can it capture automatically?
Facebook and Instagram lead forms, Google Ads lead forms, IndiaMART, Justdial and TradeIndia inquiries, website forms and the AI website chatbot. Manual entry and bulk import are there for everything else.
How does calling work?
Reps tap to call and the call goes from their own SIM, so customers see a real number and pickup rates stay high. The companion recorder app logs the call, records it, and AI produces a transcript and summary on the lead.
Can I send quotations and collect payments?
Yes. Build a quotation with line items and GST, convert it to an invoice, and send a Razorpay payment link over WhatsApp. Payment status updates on the lead when the customer pays.
Does my team need training?
Most teams are working leads on day one. The Android app mirrors the flow reps already know — see the lead, call, WhatsApp, set the next follow-up — and managers get reports without any setup.
Is my data separated from other companies?
Yes. Every account is isolated per company and workspace, access is role-based, and your team members only see the leads and workspaces you give them.
See it working with your own leads
Free trial, no card. Connect a lead source, make a call, send a payment link — then decide.