Sleet
REVENUE & SALES VELOCITY

CRM Customer Relationship Management

Track leads, deals, and customers without the busywork.

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app.airwix.in/accounting/reportsNK
Profit & loss · October 2026
3 branches consolidated · payroll included
GSTR-1 ready
Vatva₹6.2L
Sanand₹4.8L
Head office₹1.4L
Revenue Cost incl. salaries
Salary journal · auto-posted from Sleet HRDr ₹Cr ₹
Salaries & Wages A/c38,42,600
To PF Payable2,71,440
To Salaries Payable32,94,340
CRM Suite

Everything included in CRM

Eliminate manual lead copy-pasting and forgotten follow-ups. Capture inquiries from IndiaMART, WhatsApp, Meta Ads, and web forms into visual deal pipelines with automated rep assignment and predictive win rates.

360° Customer TimelineLead & Pipeline TrackingSee every lead move through your pipeline in one visual board.
  • Drag-and-drop deal stages
  • Omnichannel contact timeline
  • Deal aging alerts
Explore module Auto Follow-Up RemindersDeal AutomationAuto-assign follow-ups and reminders so no deal goes cold.
  • WhatsApp & email drip sequences
  • Automated task creation
  • Lead scoring engine
Explore module Weighted Pipeline ForecastSales ReportsForecast revenue and track team performance in real time.
  • Weighted revenue forecasting
  • Rep activity scorecards
  • Lost deal root-cause analysis
Explore module
See it in the product

One screen for your whole business.

  • Lead & Pipeline TrackingSee every lead move through your pipeline in one visual board.
  • Deal AutomationAuto-assign follow-ups and reminders so no deal goes cold.
  • Sales ReportsForecast revenue and track team performance in real time.
Book a demo
app.airwix.in/accounting/invoicesNK
Tax invoice INV/26-27/0418
Shree Ganesh Traders · Ahmedabad · GSTIN 24ABCDE1234F1Z5
E-way bill ready
ItemHSNQtyRate ₹Amount ₹
Corrugated box 5-ply (18×12×12)48191,20038.5046,200
Printed carton · 3-colour481980052.0041,600
BOPP tape 48mm × 65m391924046.0011,040
Taxable value₹98,840CGST 9%₹8,896SGST 9%₹8,896Invoice total₹1,16,631
How it works

How CRM works, end to end

01
Lead IngestionOmnichannel Lead CaptureInstant lead ingestion from website forms, WhatsApp Business, Google/Meta Ads, and IndiaMART.
02
Lead RoutingIntelligent Round-Robin AssignmentDistribute inquiries instantly based on rep availability, territory, deal value, or round-robin rules.
03
Cadence EngineAutomated Follow-Up CadenceTrigger scheduled WhatsApp templates, email reminders, and call reminders before leads turn cold.
04
Revenue SyncDeal Won & 1-Click Billing SyncConvert closed deals into customer accounts and generate GST invoices directly in the Billing Suite.
Questions

CRM: frequently asked questions

Yes! Send automated template notifications, chat live with leads inside CRM, and maintain full communication histories.

See CRM with your own data.

A 20-minute walkthrough built around your team size, branches and current software.

Book a demo Talk to sales