#1 Rated Sales CRM & Lead Management Platform

Stop Losing Deals to Slow Follow-Ups

Auto-fetch leads from IndiaMART, Justdial, Facebook & Google Ads instantly. Trigger WhatsApp introductions in 5 seconds, track telecaller calls, manage deal stages, and generate GST quotations with 1 click.

Book Live Product Demo WhatsApp Instant Demo +91 88608 00507

Why Traditional Excel Sheets Fail

Built for Indian Businesses Who Want Real Revenue Growth

When leads are stuck in Excel sheets or telecallers' personal phones, 60% of inquiries go cold within 4 hours. SREV CRM centralizes everything into an automated sales machine.

Without SREV CRM (Manual Process)

Leads from IndiaMART & Facebook sit unattended for hours or days.
Telecallers forget follow-up dates and lost opportunities are never reviewed.
Sales reps download customer contacts and take client data when they leave.
Business owner has zero live visibility on total pipeline revenue.

With SREV Sales CRM (Automated Growth)

Zero-Second Sync: Instant webhook routing assigns leads to active staff automatically.
WhatsApp Drip Automation: Auto-send catalog, pricing PDF & appointment links instantly.
Data Vault Security: Mask phone numbers so agents cannot steal customer databases.
Owner Live Mobile Dashboard: Track calls made, proposals sent, and revenue collected in real-time.

Enterprise Modules

Core Features Inside SREV CRM

Everything your sales, telecalling, and field teams need to close deals faster.

Omni-Channel Lead Capture

Direct API integration with IndiaMART, Justdial, TradeIndia, Meta Lead Ads, Google Ads, and website forms. No manual copy-pasting ever.

Official WhatsApp API Automation

Send verified WhatsApp catalog messages, automated follow-up reminders, payment links, and festival greetings directly from the CRM.

Telecaller Mobile App & Dialer

1-click calling directly from Android app. Track talk duration, audio recordings, call disposition (Interested, Callback, Not Interested), and daily targets.

Visual Kanban Deal Pipeline

Drag-and-drop deals across customized stages (New Lead, Demo Scheduled, Quotation Sent, Payment Pending, Deal Won). Filter by team member or deal value.

1-Click Quotation & Invoice Maker

Generate branded PDF estimates and GST invoices in seconds with custom logo, terms, and payment QR code. Auto-dispatch directly to customer's WhatsApp.

Field Staff GPS Meeting Check-In

Verify client meetings with geo-tagged selfies and live GPS location check-in. Auto-calculate traveling distance and daily conveyance claims.

Tailored Workflows

Industries Powering Growth With SREV CRM

Real Estate & Builders

Site visit scheduling, floor plan WhatsApp dispatch, broker commissions.

Education & EdTech

Student inquiry counseling, demo class booking, fee follow-ups.

B2B Manufacturing & Wholesale

Bulk quotation generator, IndiaMART lead capture, dealer network tracking.

Automobile & Services

Test drive bookings, service reminder WhatsApp campaigns, insurance renewals.

Live 20-Min Guided Walkthrough

Schedule a Free Live Demo Tailored to Your Business

See how our CRM can automate your leads, manage your sales team, and scale revenue. Our product specialists in Patna will configure a custom demo with your actual lead sources.

Free setup assistance & past contact migration

Complete training for your telecallers & sales staff

WhatsApp API integration guidance

Book Your Free Live Demo

Common Questions

Frequently Asked Questions

Within 2 to 5 seconds! We use direct real-time webhooks. As soon as a prospect fills your Facebook ad or clicks "Contact Supplier" on IndiaMART, the lead is created in SREV CRM, your telecaller receives an instant push notification, and an introductory WhatsApp is dispatched automatically.

Yes! Our Android CRM companion app tracks outgoing/incoming call logs, duration, and connects with supported call recording apps so managers can review audio conversations for quality and training.

No. SREV CRM includes strict role-based access control. You can disable the Excel export option for agents and enable phone number masking (e.g. +91 98765 XXXXX) so agents can only dial through the app without copying contact books.

Yes, our technical team provides in-person on-site implementation and staff training across Patna, Muzaffarpur, Gaya, Bhagalpur, Begusarai, and all districts across Bihar and Jharkhand.