Chetaa CRMor English
gets a report
Call the right lead, first
The sales CRM with an AI that listens to every call. Leads come in from IndiaMART, Justdial, Facebook and your website. Your team calls and chats on WhatsApp from one screen. The AI writes the call report, coaches each agent and tells you who to call next.
No more copying leads from portals
Connect IndiaMART, Justdial, TradeIndia, Facebook and Instagram lead ads, your website form and Google Sheets once. Every enquiry lands in the CRM within seconds, tagged with where it came from, shared among your agents in turn, and put at the top of the call list.
- The same number is never added twice: a repeat enquiry goes into the lead's history
- An agent gets a WhatsApp alert the moment a lead is theirs
- Not called in 30 minutes? The manager hears about it
Know what happened on every call
Calls through the dialer (Exotel) or the agent's own Android phone are recorded. The AI writes down the conversation in Hinglish and reports: how keen the customer is, what they need, their objections, the next step and the follow-up date. It scores the agent and gives tips.
- The lead's status and follow-up update themselves
- The report reaches the agent and manager on WhatsApp
- Red flags: false promises, rude talk, pushing a customer who said no
One WhatsApp number for the whole team
Every chat on your business number (WhatsApp Business API) in one shared inbox, next to the lead's details. The AI assistant answers new enquiries at any hour from what you tell it about your business, and books a call back when the customer wants to talk.
- ✨ AI draft: one tap writes the follow-up from the last call; you check it and send
- Quick replies, approved templates and broadcasts to groups
- Never invents prices: anything it does not know goes to your team
Every deal, where it stands
Your own stages, from new enquiry to won, as a board you drag cards across. See the value in each stage and add the details your business needs: budget, property type, course, system size.
- Rules: when a deal is won, tag it and send a thank-you; when a lead turns hot, move it
- A score from 0 to 100 on every lead, with the reasons, so agents call the best ones first
"Aaj kitne hot leads aaye?" Just ask.
Ask in Hindi or English: how many leads came today, which ones to call first, who made the most calls this week, what the pipeline is worth. The AI understands the question; the numbers come straight from your CRM, so they are always right.
Won deal to GST invoice in a minute
Connect your Chetaa ERP books. From the lead's page, Chetaa's AI Accountant prepares the tax invoice with your items, GST and numbering, and makes the party's ledger if it is new. You check it and press Save. The CRM then shows when it is paid and sends the PDF on WhatsApp.
Made for teams that sell on the phone
If your leads come from portals and ads and your sales happen on calls and WhatsApp, Chetaa CRM fits.
Solar & home services
Site visits, quotations and subsidy paperwork, tracked from enquiry to installation.
Real estate
Portal leads shared among agents in seconds, site visits as follow-ups, budget and property type on every lead.
Education & coaching
Course enquiries, counselling calls, demo classes and admissions on one board.
Agri inputs & distributors
Dealer enquiries from IndiaMART, order follow-ups on WhatsApp and GST bills in Chetaa ERP.
Vehicles & finance
Test drives, loan files and callbacks, with every call recorded and reported.
B2B and manufacturing
Long deals with quotations and negotiation, values per stage and reminders that never slip.
Give your sales team an AI that listens
15 days free with every feature. We set it up with you: your leads, your WhatsApp number, your team.
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