Close more deals.
Lose fewer leads.
Ontoor CRM gives your sales team a unified workspace to capture leads, manage pipelines, automate follow-ups, and report on revenue — with zero spreadsheets.
Features
Everything your sales team needs
One platform from first touch to closed deal.
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.
- Web-to-lead forms with instant notifications
- Duplicate detection & smart merging
- Lead scoring based on engagement
- Auto-assign rules & round-robin distribution
Your deals, at a glance
Drag-and-drop Kanban boards give you a real-time view of every deal in your funnel. Spot bottlenecks before they cost you revenue.
- Unlimited custom pipeline stages
- Drag-and-drop deal cards
- Expected close date & probability
- Deal health alerts for stale deals
Put follow-ups on autopilot
Set up workflows that send emails, assign tasks, update fields, and alert reps — triggered by any action in the CRM. No code required.
- Visual workflow builder (if-this-then-that)
- Auto email sequences with personalisation
- WhatsApp & SMS triggers (via integrations)
- Task creation & calendar reminders
Know your numbers, always
Real-time dashboards for revenue forecast, team performance, and deal velocity. Share reports with your leadership in one click.
- Revenue forecasting & quota tracking
- Rep leaderboards & activity reports
- Funnel conversion rates per stage
- Scheduled report emails to leadership
More Capabilities
Every tool your team needs
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.
Customer Stories
Loved by Indian sales teams
"Ontoor CRM replaced three tools we were using. Our team adopted it in a week — the simplicity is unreal for this price point."
"The pipeline view is exactly what we needed. We can see where every deal stands without chasing the team for updates."
"Automated follow-up emails saved us at least 2 hours per rep per day. Our win rate went up 11 points in the first quarter."
Pricing
Ontoor CRM pricing
Start free. Add seats as your team grows.
Free
For solo founders
Up to 3 users · 1,000 contacts
Get started- ✓ 1 pipeline
- ✓ Contact & lead management
- ✓ Basic reports
- ✓ Email support
Sales Pro
For growing sales teams
Billed monthly
Start free trial- ✓ Unlimited pipelines
- ✓ Unlimited contacts & deals
- ✓ Workflow automations
- ✓ Email sequences
- ✓ Advanced reports & forecasting
- ✓ Priority chat support
Enterprise
For large sales orgs
Volume pricing available
Talk to sales- ✓ Everything in Sales Pro
- ✓ Custom roles & permissions
- ✓ Dedicated account manager
- ✓ API access & custom integrations
- ✓ SLA guarantee
FAQ