SUTRACRM and sales pipeline software
Capture leads, work your pipeline, log calls and meetings, send a GST quotation and turn it into an invoice when the customer says yes.
What you get
Leads
Track where leads come from, qualify them and convert them into opportunities with a customer.
Pipeline board
See every open deal by stage, with each stage's value and its probability-weighted value.
Activities
Calls, meetings, emails and tasks with due dates; assignees are notified.
Quotations
GST-correct quotations as branded PDFs, sent by email; accepting one marks the deal won.
Into invoicing
An accepted quotation becomes a draft invoice, ready for finance to issue.
Their own deals
Sales executives see their own records; managers see everyone's.
Not in SUTRA yet
- Sales targets and commissions
- Web-form lead capture
Frequently asked questions
- Can a salesperson see colleagues' leads?
- Not by default. Sales Executives see their own records; Sales Managers see all of them.
Works together with
See it with your own data
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