Pre-Built Template

IT Sales & Support CRM

The all-in-one operating platform for software agencies and IT support vendors. Walk through it below, step by step.

Step 01

Create Your Workspace

Start in sixty seconds; initialize your operational database with zero server setup and layouts pre-tuned for agency models.

Zero Server Setup: Instant cloud database initialization.

Pre-Configured Layouts: Tuned specifically for agency models.

Step 02

Assign roles and permission levels; control who sees what, instantly.

Unified Team Invites: Add members with role allocations.

Role-Based Access: Control permissions matching company hierarchies.

Step 03

Drag deal cards across pipeline stages; SLA warning indicators surface at-risk requests automatically.

Visual Board Controls: Drag and drop cards across pipeline stages.

SLA Tracking: Warning indicators surface at-risk requests automatically.

Step 04

Official WhatsApp Business templates for billing updates and license renewals — a client can literally reply "YES" to renew.

Official Sender Profiles: Direct system templates for billing updates.

Interactive Message Replies: Clients can reply "YES" to renew licenses.

Step 05

Every outgoing call, its duration, and the client identity, logged automatically to the CRM record.

Integrated Call Logs: Outgoing calls and duration logged automatically.

Cloud Sync: Client identity synced directly with the CRM database.

Flexible Pricing

Sartthi Cloud Host

₹1,999 / Month

Start Cloud Trial

Enterprise Self-Host

₹5,499 / Month

Deploy Enterprise

FAQ

Does the SLA tracker send alerts automatically?

Yes — SLA Alert Alarms trigger automatically once a support request exceeds its baseline response window.

Can I use my own WhatsApp Business number?

Yes on the Enterprise Self-Host plan, which includes custom SMTP & WhatsApp sender configuration.