eCRM features and progress
A CRM for Indian businesses that live on enquiries: mail, WhatsApp, IndiaMART and web-form leads become contacts, deals and follow-ups on their own, so you approve instead of typing. Everything works without AI too; AI only takes the typing away.
- 25 Ready
- 9 In testing
- 6 Planned
Ready: built and passing its tests on our development system. In testing: built and in testing; anything that does not pass testing will be removed. Planned: not built yet; no date promised.
Getting started
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One sign-in with your IT-Labs account
ReadyYour team uses the same login for every IT-Labs product, with passkey or authenticator codes.
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Set up in one question
ReadyPick your kind of business and your pipeline, fields and stages are ready.
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Ready-made templates for four industries
ReadyTraders, manufacturers, agencies and service firms start with stages that fit them.
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Import from Excel or CSV
ReadyBring your old contact list in; columns are matched for you.
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Help on every screen
ReadyEach screen says what it is for and what to do next, with short how-to guides.
Enquiries and channels
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Mail inbox capture
ReadyEnquiries to your business mailbox become contacts and deals; repeats and spoofed mail are kept out.
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Web form enquiries
ReadyLeads from your website form land in the CRM straight away.
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WhatsApp Business inbox and replies
In testingWhatsApp enquiries are captured and you can reply from the deal.
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IndiaMART leads
In testingIndiaMART buy leads arrive without copy and paste.
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New enquiries list to approve or set aside
ReadyOne tap to approve a lead, park it, or undo.
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Add an enquiry from anywhere
ReadyNote a phone call or walk-in from any screen in seconds.
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Allowed and blocked senders
ReadyBlock a sender or whole domain, or always trust a customer; each sender has a page with their full history.
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Notices lane for banks, GST and payment mails
PlannedImportant no-reply mails are kept apart, with amount, date and reference pulled out.
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Mailbox handlers and signatures
PlannedChoose who handles each mailbox and reply with the right name and signature.
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Reply from your own mail app
PlannedAnswer a customer from your phone's mail app and it still lands on the deal.
Sales and follow-up
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Contacts, companies and deals with a kanban pipeline
ReadySee every deal by stage and drag it forward.
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One timeline per deal
ReadyMails, WhatsApp messages, calls and stage changes in one place.
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Tasks and follow-up reminders
ReadyNothing is forgotten after the first reply.
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Custom fields
ReadyTrack what matters to your business, like product, quantity or city.
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GST quotes as PDF with UPI QR code
ReadySend a proper GST quote the customer can pay by scanning.
Automation
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Simple if-then rules
ReadyAssign owners, move stages, add tasks or prepare drafts; nothing is sent without your click.
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Ready-made rule presets
ReadySwitch on common rules in one click instead of building them.
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Locked rules the AI cannot change
PlannedWhat your rule decides stays decided.
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Suggested rules from your team's corrections
PlannedWhen your team fixes the same thing three times, add a rule for it in one click.
AI helpers (optional)
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AI fills in the lead for you
In testingName, phone, company, city, product, quantity and budget are read from the message.
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Category, priority and summary for each enquiry
In testingSee at a glance what a lead is about and how urgent it is.
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Suggested owner and stage, applied only when the AI is sure
In testingYou set how sure the AI must be; below that it only suggests.
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Supplier pitches and spam set aside
In testingYour sales list shows buyers, not sellers.
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Reply drafts and deal summaries
In testingA ready reply waits for your click, and a daily brief shows which deals need you.
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Ask the CRM in plain words
In testingAsk questions like 'open deals over 1 lakh in Pune' and get the list.
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AI can be switched off per feature
ReadyUse only what you trust; everything works by hand too.
Reports
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Pipeline, lead sources and won or lost
ReadyKnow where your business comes from and what closes; export to CSV for Excel.
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Response time report
ReadySee how fast your team answers, counting only your business hours and holidays.
Team, phone and language
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Teams and who sees what
ReadyStaff see their own deals; managers see their team's.
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Works on your phone
ReadyInstall it like an app and use it in the field.
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English and Hindi
In testingEvery screen in Hindi too; the wording is being reviewed.
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API keys for AI apps
ReadyConnect your AI assistants with a key you can revoke any time.
Your data
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Each business's data kept apart
ReadyNo other business on the system can ever see your records.
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Export, erasure and consent (DPDP)
ReadyHand a customer their data, erase it on request, and honour STOP.
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Full decision trail and retention settings
PlannedSee why each enquiry was filed the way it was, and choose how long mail is kept.
Suggest a feature
Something eCRM should do for your business? Tell us; the founder reads every suggestion.