top of page

All in One CRM
The Ultimate All-in-One CRM Solution for Business Growth

Automate All Your Manual Tasks
Instantly capture, sort, and distribute leads to the right sales reps with powerful lead management automation. Slash your response time and never lose a lead.
Design Foolproof Sales Workflows
Sketch end-to-end sales journeys on a simple visual builder. Guide your teams on the next best action and ensure that your reps follow a consistent process.


Maximize Sales Teams' Productivity
Create custom dashboards where reps can view all their pending activities & tasks. Automated reminders help ensure reps never miss follow-ups, ever.

Custom Sales Process Designer
Use our drag-n-drop builder to create advanced automation according to your business needs. No code or IT support required.
Visual Sales Pipeline
Define lead stages and view your entire sales pipeline at a glance. Automatically push leads to the next stage based on activities.
Sales Alerts & Reminders
Notify your sales reps as soon as their lead takes important action. Schedule tasks & reminders to ensure zero missed follow-ups.

Identify Ready-to-Buy Leads
Rank leads based on aspects like stage, quality, and engagement. Help your reps identify and prioritize the best leads.
Role & Territory Management
Use Permission Templates & Smartviews to show reps only what they need to see. Eliminate distractions from your rep’s workday.

Custom Reports & Dashboards
Use 100+ reports and custom dashboards to measure everything important to you – from campaign performance to sales closure rates.
For Live Demo

Sales Team
Contact for Digital Marketing Requirement
Contact - +919461001408
Email : sales@idealsoft.in
bottom of page