Close more deals
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Ontoor CRM gives your sales team a single workspace to capture leads, manage a visual pipeline, send invoices, and report on revenue - with zero spreadsheets.
Features
Everything your sales team needs
One platform from first touch to closed deal - and the invoice that follows.
Never lose a lead again
Capture leads from your website, email, WhatsApp, and social media into a single inbox. Auto-assign to reps, score leads, and focus on the ones most likely to close.
- Web-to-lead forms with instant notifications
- Duplicate detection & smart merging
- Lead scoring based on source and engagement
- Auto-assign rules & round-robin distribution
Your deals, at a glance
A drag-and-drop Kanban board gives you a real-time view of every deal - total pipeline value, weighted value, and deal count in one screen.
- Unlimited custom pipeline stages
- Drag-and-drop deal cards
- Expected close date & win probability
- Deal health alerts for stale deals
- Weighted pipeline value forecasting
Know every customer, deeply
A unified customer record with contact details, all open opportunities, paid and outstanding invoices, and full communication history.
- Full contact & account profiles
- Linked opportunities and revenue history
- Tags, segments, and custom fields
- Import from CSV or Google Contacts
From deal won to invoice sent - in seconds
Create GST-ready invoices directly from a closed deal. Track paid, outstanding, and overdue invoices in a single dashboard.
- GST-compliant invoice templates
- Auto-populate from CRM deal data
- Overdue alerts & follow-up reminders
- Revenue analytics by customer & period
- Multi-currency support
More Capabilities
Every tool your team needs
Built-in activities, documents, catalog management, and reporting - no integrations required.
Contact Management
360Β° view of every contact β emails, calls, meetings, and deal history in one timeline.
Activity Tracking
Log calls, meetings, and notes. Sync your Google or Outlook calendar automatically.
Email Integration
Send and receive emails from within CRM. Track opens, clicks, and replies.
Smart Notifications
Get alerted for stale deals, missed follow-ups, and hot leads ready to close.
Integrations
Connect with WhatsApp, Razorpay, Tally, Mailchimp, Zapier, and 50+ more tools.
Mobile App
Full-featured iOS and Android apps. Update deals on the go, even offline.
Custom Fields
Tailor every object β leads, deals, contacts β to match your exact sales process.
Role-Based Access
Field-level security so reps see only what they need. Full audit trail for admins.
FAQ
Common questions
One lead. Every step. One platform.
Watch how Ontoor CRM takes a lead from first enquiry to paid invoice β automatically, without any manual juggling.
Lead captured from your website
A visitor fills your demo form. Ontoor captures it instantly and creates a lead record with name, company, email, phone and source β all in under a second. No manual entry, no missed enquiries.
- Auto-scored on capture
- Source tracked (Website, WhatsApp, Referralβ¦)
- Instant duplicate check
Assigned to the right rep in seconds
Round-robin or territory rules automatically assign the lead. The rep gets notified by email and in-app. Your team knows instantly β not after hours of checking a spreadsheet.
- Conversion probability shown upfront
- Lead score calculated from behaviour
- Full contact + company detail in one view
Moved into the sales pipeline
The rep qualifies the lead and creates a deal. Your Kanban pipeline shows every opportunity by stage β with total pipeline value, weighted value, and win probability visible at a glance.
- Drag-and-drop Kanban board
- βΉ7.7 L pipeline tracked live
- Stage-by-stage conversion visibility
Every follow-up, logged automatically
Calls, emails, WhatsApp messages and demos are logged with one click. Ontoor keeps a full activity timeline so nothing falls through the cracks β even when reps change.
- Activity timeline per lead
- Tasks with due dates and reminders
- Demo scheduling in-app
Deal won. Revenue updated instantly.
The prospect says yes. One click marks the deal Won. Revenue reports refresh automatically, the team gets notified, and the deal moves out of the pipeline into revenue.
- βΉ79.6K paid revenue tracked
- Pipeline by stage always current
- Team notification on every win
GST invoice sent in 30 seconds
Ontoor pulls the deal data β contact, amount, line items β and generates a GST-ready invoice. Send it from the same screen. βΉ2.07L invoiced, tracked, and followed up on automatically.
- GST-compliant invoice PDF
- Outstanding & overdue tracking
- No separate accounting software needed
From first hello to paid invoice β without switching tools.
See it live in a free demoBook a Demo
See Ontoor live in 30 minutes.
Our team will walk you through the product with your own data β so you can see exactly how it works for your business before you commit.
- Personalised walk-through of CRM, HRMS, and any product you need
- Questions answered live β no sales scripts
- Free trial activated on the same call
- No pressure, no commitment
Request a demo
We'll reach out within 4 business hours to schedule.