From the first lead click to the final deal closure — KwikestCRM Sales CRM automates your entire sales process. AI lead scoring, pipeline visibility, meeting management, and real-time performance tracking in one platform.
See everything that's happening across your sales team in real time. Graphs, KPIs, activity feeds, and pipeline health — all in one command center.
Track leads, revenue, conversion rates, and team activity — all updating live without page refresh.
Line charts, donut charts, bar charts, and funnel visuals make complex data instantly understandable.
Filter dashboard by day, week, month, quarter, or any custom date range. Export to PDF or Excel.
Switch between overall team view and individual executive view. Each exec sees their own data too.
No more manual data entry. Every lead from every digital channel lands directly in your CRM — scored, assigned, and ready to convert.
Lead forms from Facebook and Instagram ad campaigns auto-sync to CRM within seconds. Every enquiry captured with full ad campaign attribution.
Google Ads lead form extensions and website contact forms directly push leads into CRM with source, keyword, and campaign data.
Your website AI chatbot qualifies visitors, collects contact details, and logs them directly as leads in CRM — 24/7 without human intervention.
WhatsApp Business API enquiries, web contact forms, landing page submissions — all auto-logged with full source tracking and deduplication.
Inbound email enquiries parsed and logged as leads. Call integration captures phone inquiries with recording and contact auto-creation.
Every auto-logged lead gets an AI score (Hot / Warm / Cold) based on behaviour, source quality, engagement, and business profile.
"Our Facebook leads used to sit in an inbox for 2-3 hours before anyone called. Now they're in the CRM and assigned in under 60 seconds. Our response rate went from 40% to 92%."
A structured, documented sales workflow ensures every executive follows the same proven process — from first contact to deal closure. Consistent. Trackable. Scalable.
Lead enters CRM from any source. AI scores and tags it. Contact details, source, and timestamp recorded automatically.
AI AutomatedAuto or manual assignment based on territory, product expertise, or workload. Executive notified instantly via app and WhatsApp.
Auto or ManualExecutive calls / messages the lead. Qualification notes, budget, requirement, and timeline documented in the CRM immediately.
DocumentedProduct demo or site visit scheduled. Reminder sent to customer and executive. Meeting agenda documented before the visit.
Calendar SyncQuotation generated from CRM and sent directly to customer. Open tracking alerts exec when customer views the proposal.
View TrackingEvery follow-up, counter-offer, and objection documented. AI suggests optimal follow-up timing based on lead behaviour.
AI SuggestedFinal outcome recorded with reason. Won deals trigger onboarding workflow. Lost leads added to nurture sequence automatically.
Outcome TrackedEvery interaction, note, objection, and outcome is documented inside the lead record. Your sales history is a complete, searchable audit trail.
Set follow-up tasks manually or let AI suggest the perfect follow-up time based on lead score and engagement patterns.
Auto-assign by territory, product, or round-robin — or let managers manually assign for high-value leads. Full flexibility. Zero delay.
Rules-based engine assigns every lead instantly without any manager intervention.
Managers retain full control to manually assign or reassign any lead at any time.
Sales exec is notified the moment a lead is assigned — via app, WhatsApp, and email.
Complete audit trail of every assignment and reassignment. No lead goes unattended.
Complete meeting lifecycle management — scheduling, reminders, outcome documentation, and follow-up triggers. Every customer interaction captured and tracked.
Schedule meetings directly from the lead record. Calendar sync, reminders, and customer notifications all handled automatically.
After every meeting, exec documents the outcome. What was discussed, what was agreed, and what is the next action — all captured.
For on-site meetings, GPS check-in & check-out verifies exec was at the customer location. No ghost visits.
Understand what meeting types convert best, which execs have the highest meeting-to-close ratio, and where deals stall.
Know exactly how many leads are Won, Lost, or On Hold — and use your pipeline data to forecast revenue and improve your conversion strategy.
Kanban-style drag & drop pipeline. Move leads between stages with one click.
AI predicts month-end revenue based on current pipeline health and historical conversion.
Complete sales executive performance scorecards with activity metrics, conversion rates, revenue contribution, and real-time leaderboards to drive a winning sales culture.
Auto-calculated scorecards per executive with activity, conversion, and revenue metrics.
Real-time team leaderboard motivates healthy competition and celebrates top performers.
Visual target tracking per executive. Monthly, quarterly, and annual targets with progress bars.
Identify where each exec struggles — too few meetings? Poor follow-up? Low proposal acceptance? Coach with data.
Beyond CRM — KwikestCRM handles attendance, leave, payroll, and claims so your entire sales operation runs on one platform.
GPS-based attendance for field sales teams. Selfie punch-in with location verification. Live dashboard of who's in, out, or on leave.
Complete leave lifecycle — apply, approve, track, and report. Multiple leave types with configurable approval workflows and balance tracking.
Sales staff submit travel, client entertainment, and other expense claims with photo receipts. Managers approve in one tap. Auto-reconcile.
Configurable multi-level approval for leaves, claims, and expenses. Every request tracked to completion.
Auto-calculate salaries for every sales executive including attendance-based deductions, incentives, and claim reimbursements — all in one system.
B2B or B2C. 2 reps or 200. KwikestCRM Sales CRM adapts to your industry — ready out of the box.
Everything you need to know about KwikestCRM Sales Management.
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