Chetaa CRM
Free trial
Features

Everything your sales team needs, in one app

Every plan has every feature. You pay per user per month.

Lead capture

Leads from everywhere, in seconds

  • IndiaMART: pushed to the CRM the moment they arrive, and pulled every 10 minutes as a backup
  • Justdial push, TradeIndia enquiries every 10 minutes
  • Facebook & Instagram lead ads, with the ad and campaign name on the lead
  • Your website: a ready enquiry form to embed, or post to the lead API
  • Google Sheets & Forms: every new row becomes a lead
  • WhatsApp: anyone who writes to your number, and QR posters that tag where they came from
  • Excel / CSV import with column mapping, number cleaning and DND marking
Lead sources page
Calling

A dialer that never lets a lead wait

  • Cloud calling (Exotel): the agent's phone rings, then the customer; every call recorded
  • Agents' own phones: tap to call from the Android app; the phone's call recordings upload by themselves
  • Campaigns from any lead filter, progressive or preview dialing, calling hours and retries
  • Best-scored leads and due follow-ups are called first
  • Call form after each call: outcome, notes, call-back time
  • DND respected for promotional calls
A call with its AI report, transcript and processing steps
WhatsApp

Your business WhatsApp, shared by the team

  • Official WhatsApp Business API: one number, many agents, delivery and read ticks
  • AI assistant for new enquiries, day and night, from what you tell it about your business
  • ✨ AI draft of the next message from the last call and chat
  • Quick replies, keyword auto-replies, closed-hours message
  • Approved templates after 24 hours, and broadcasts to groups (STOP respected)
  • Send Chetaa ERP invoices as PDF documents
Shared WhatsApp inbox
Pipeline & rules

Your process, not ours

  • Your own stages (open, won, lost) on a drag-and-drop board with deal values
  • Your own lead fields: text, number, date or a list to choose from
  • Rules: new lead → assign in turn, alert, WhatsApp welcome; won → tag and thank; not called in time → alert
  • Owner, manager and agent logins; agents see only their own leads
Rules page with round robin, alerts and what the rules did
Reports

See the whole team at a glance

  • Calls, connect rate, talk time and AI interest for any period
  • Lead funnel: called, reached, interested, converted
  • Each agent with their AI score and red flags
  • Daily team report and a morning briefing on WhatsApp
  • CSV downloads of calls and leads
Call reports with funnel and agents
Chetaa ERP

From deal to invoice to payment

  • Connect your Chetaa ERP books once
  • Make the GST invoice from the lead's page: Chetaa's AI Accountant prepares it, you save it
  • A new customer's ledger is made for you
  • Paid or due shows on the lead, checked every half hour
  • Send the tax invoice PDF on WhatsApp

About Chetaa ERP →

A lead's page with score, deal and invoices

And all the basics, done right

🏢

Your data stays yours

Each company has its own separate database. Nightly encrypted backups.

🔐

Keys kept safe

WhatsApp, calling and portal keys are stored encrypted. Every change is in the audit log.

📱

Works on any phone

The whole CRM in the phone's browser, plus an Android app for calling.

🇮🇳

Made for India

+91 numbers, Hinglish transcripts, IST everywhere, GST invoices, DND.

🧪

Test mode

Try replies, the AI and campaigns before anything reaches a customer.

🛟

Help that answers

Setup with you on a call, and support on WhatsApp in Hindi or English.

See it with your own leads

Start the 15-day free trial. We help you connect WhatsApp and your portals on day one.

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