Close more deals.
Lose fewer leads.
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 based on territory, source, or round-robin rules. Score leads automatically and focus energy 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 in your funnel — total pipeline value, weighted value, and deal count in one screen. Spot bottlenecks before they cost you revenue.
- 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 — everything your team needs before every call or meeting.
- 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. No separate accounting software needed for basic revenue tracking.
- 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
360° view of every contact — 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 — leads, deals, contacts — 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
Book a Demo
See Ontoor live in 30 minutes.
Our team will walk you through the product with your own data — so you can see exactly how it works for your business before you commit.
- Live walk-through of leads, pipeline, and invoicing
- Questions answered live — no sales scripts
- Free trial activated on the same call
- 30 minutes. No pressure. No commitment.
Request a demo
We'll reach out within 4 business hours to schedule.