The revenue OS built to
crmtick unifies pipeline, inbox, AI intelligence, and Relay automations — so your team spends less time in tools and more time closing.
14-day trial · No credit card · SSO on Enterprise
Pipeline · Q2 FY26
₹2,84,500 projected
New leads today
128
+24%
Win probability
78%
Live
Avg. response
4m
-62%
Qualified2
Agappe Systems
HOT₹4.2L
92%Nova Labs
₹1.8L
71%Proposal1
Zenith Retail
HOT₹9.6L
88%Negotiation1
CloudBase IN
₹3.1L
65%AI insight
Zenith Retail opened your proposal 3× today. High-intent signal — draft follow-up?
Everything included in one platform
Your entire revenue motion — updating in real time
Every lead capture, score change, automation, and win flows through one auditable stream your whole team can trust.
Webhook captured lead — CloudBase IN
Just nowAI scored Agappe Systems: 92/100
12s agoDeal moved to Negotiation — Zenith Retail
28s agoFollow-up sent via Relay — Nova Labs
45s agoDeal won — ₹9.6L — Minor Hotels
2m ago1,240
Events / hour
₹18.2L
Pipeline today
24
Active reps
386
Automations run
crmtick's native intelligence layer — built exclusively for revenue teams. Not a generic chatbot. A sales brain that understands your pipeline, your data, and your playbook.
Intent scoring
94% accuracyRanks every lead 0–100 using firmographics, email opens, page visits, and reply velocity.
Outreach drafting
< 2s draftGenerates personalized emails and WhatsApp templates matched to your brand voice.
Deal forecasting
Live forecastsProjects close dates and revenue based on stage velocity and historical win patterns.
Smart routing
Auto-assignAssigns hot leads to the right rep by territory, capacity, and past conversion rates.
Product
One workspace for your entire revenue motion
Pipeline, inbox, AI assistant, and Relay — deeply connected, not bolted together.
Pipeline that mirrors how you actually sell
Custom stages, drag-and-drop boards, deal health indicators, and projected revenue that updates the moment a card moves.
- Unlimited pipelines per team or product line
- Stage rules & required fields before advance
- Win/loss reasons with conversion analytics
- Manager view: quotas, velocity, and rep load
Integrations
Connects to your entire stack
Ingest leads from email, payments, chat, and custom webhooks — then route them through AI scoring and your pipeline automatically.
crmtick
Central hub
IMAP sync
Real-time inbox
REST API
Full CRUD access
Relay webhooks
Event triggers
Razorpay
Payment → CRM
Features
Everything your revenue team needs
Visual pipeline
Drag-and-drop boards with stage rules, deal health indicators, and live revenue forecasts.
- Custom stages & required fields
- Deal health & HOT badges
- Manager quota dashboards
AI lead scoring
Built-in intelligence ranks every lead 0–100 using firmographics, email engagement, and reply velocity.
- Explainable 0–100 scores
- Auto-draft outreach
Relay automations
Visual node editor for email, webhooks, Slack alerts, delays, and conditional branches.
- No-code flow builder
- Full execution logs
Unified inbox
Two-way IMAP sync with threads linked to deals, contacts, and SLA timers.
- Gmail & Outlook
- SLA escalation
Revenue analytics
Funnel conversion, win rates, rep leaderboards, and AI-projected close dates.
- Live forecasts
- Export to PDF
- Custom report builder
Full revenue stack
Eight modules. One login. Zero duct tape.
crmtick isn't just a CRM — it's pipeline, billing, support, telecalling, and automation built to work together from day one.
Pipeline & deals
Kanban boards, custom stages, deal health scores, and revenue forecasts that update as cards move.
Invoices & GST
Create GST-ready invoices, link line items to deals, and reconcile Razorpay payments automatically.
Telecalling
Click-to-call from any contact record, auto-log duration, and attach call notes to deal timelines.
Client portal
Branded portal where customers view invoices, raise tickets, and track project milestones.
Support desk
Tickets tied to contacts and deals — never lose context when a customer escalates.
Relay & webhooks
Visual node editor for triggers, delays, conditions, and AI decision branches.
Team & roles
RBAC, territory rules, round-robin assignment, and manager dashboards per rep.
Meetings & tasks
Schedule follow-ups, sync calendars, and get reminders when deals go stale.
Why crmtick
Built different from spreadsheets & legacy CRMs
| Capability | crmtick | Spreadsheets |
|---|---|---|
| Visual pipeline boards | ||
| Native AI lead scoring | ||
| IMAP + webhook ingestion | ||
| Node automation builder | ||
| Razorpay payment sync | ||
| SSO / SAML enterprise auth | ||
| India-first pricing (₹) |
How it works
From lead to closed-won in three steps
Connect your stack
Link Gmail, Razorpay, Slack, and webhooks. Leads flow in automatically.
AI scores intent
Every inbound lead is ranked in under 2 seconds with explainable signals.
Automate & close
Relay routes hot leads, drafts outreach, and keeps your pipeline moving.
Revenue journey
Watch a lead become revenue — automatically
Every step is logged, scored, and actionable. No manual copy-paste between tools.
Testimonials
Loved by revenue leaders
“The AI scoring flagged a ₹9.6L deal we would have missed. Our win rate jumped 34% in one quarter.”
Priya Sharma
Head of Sales · Zenith Retail
Pricing
Simple plans, India-first pricing
Billed in ₹ · Switch plans anytime · Enterprise includes SSO
Starter
For small teams getting off spreadsheets.
- Up to 5 users
- Pipeline & contacts
- AI lead scoring
- Email sync
Professional
For growing revenue teams that need automation.
- Unlimited users
- Relay automations
- Advanced AI assistant
- Reports & API access
Enterprise
For orgs with SSO, compliance, and custom SLAs.
- SAML / SSO
- Dedicated onboarding
- Custom integrations
- Priority support
FAQ
Common questions
Security & compliance
Enterprise-grade from the ground up
256-bit encryption
Data encrypted in transit and at rest across all modules.
SAML / SSO
Enterprise single sign-on with role-based access controls.
Audit trails
Every deal move, email, and setting change is logged with timestamp.
Data retention
Configurable policies for exports, deletion, and compliance holds.
India-ready hosting
Built for Indian billing, GST fields, and ₹ pricing out of the box.
RBAC permissions
Granular roles for reps, managers, finance, and read-only stakeholders.
Ready to run revenue on crmtick?
Join teams using AI scoring, Relay automations, and live pipeline analytics to close more deals with less manual work.