Enterprise sales CRM software on the web and mobile

Accounts (companies you are selling to) and Contacts- the employees- are the heart of Saleswah CRM. Easy upload, de-duplication, merge duplicates and tracking and grouping activity history against both.

Saleswah allows for both “Line functions” as well as “Staff functions”. You can have salespeople (organized in a linear hierarchy).  Then you can have commercial people, marketing people as well as call centre people- who are not carrying sales targets.

The line functions (sales) are organized in hierarchies. Hierarchies serve two functions. One, to organize customer data and territories. And, two, to establish reporting relationships and approval rules.

Sales territories can be geographically assigned as well as assigned on the basis of “named accounts”- specific companies that are assigned to individual sales people for generating business.
Sales targets are assigned to managers and then they “trickle-down” to the lower levels.

Easily add or upload leads. Assign to agents to qualify. Reject or re-assign. Convert to deals for funnel management.

Track the progress of individual deals with the help of visual cues from our deal scoring algorithm. Forecast based on aggregate values of deals and track your funnel.

Create professional quotes- with or without taxes and discounts. Sign them and email them. Link quotes to Deals.

Create templated proposals for all occasions and product types. Send to Contacts.

Create Tasks types. Assign Tasks to yourself or others in your team. Track closure.

Create appointments with Contacts and fellow users of the CRM. Get reminders.

Attend meetings and take notes on your phone and have the CRM log the time and place.

Calendar is one place to see all your scheduled activities. Like forecast deals, expiring quotes and leads scheduled follow up. And of courseTasks due closure or appointments.

Create, schedule and send email campaigns to your database contacts.

Create email templates using our simple WYSIWYG editor and embed personalization tags for mail-merge.

Create carefully curated target lists

Get daily sales reports on email.

Never miss being in office with the Saleswah mobile app. Visit clients, update deal status, update leads, tasks status and more.

Our caller ID feature lets you quickly add new contact record in the database.

You will never miss being in office.

Smart calendaring helps you get a holistic picture of all your sales activities- not just meetings and pending tasks.

Get reminder about sales targets, deals forecast, quotes expiry in addition to tasks and events.

Each sales deal is automatically vetted by our algorithm to guage progress towards a successful closure.

We use the time-tested B.A.N.T framework and update the deal status as the information updated in the deal record changes.

From the overall business level to the account level, we have a dahsboard fror all needs. And our ever-growing list of reports provides insights into your business.

You can even write your own reports.

Send (and receive) email using your favourite email service provider- Google Workspace (G-Suite mail), Office 365, or any of the other email services that you want.

For sending high-volume campaign emails, use AWS.

Get notified on email or on your browser or thru the mobile app- upcoming meetings and pending tasks, yes. But, Saleswah does even more. You can configure other conditions- like reminder for a quote validity expiry and Saleswah will prompt you on email.

Download the Saleswah CRM Office 365 Addin.

This helps you create appointments, Tasks, sales leads, and new Contacts from incoming email and save them in your Saleswah CRM account.

We integrate with Google Maps to help our sales people. And our integration with G-Suite helps you send email, insert events and tasks in the calendar.