Grow Cx Relationships Without IT Support

Spreadsheets don’t scale

While its easy to get started with spreadsheets - business owners frequently run into issues like data duplication, lack of history and manual data entry

No IT / Developer Support needed

It is intuitive to setup and use Chakra CRM. We actively help you to customise your instance if documentation does not suffice

All features in starter plan

Other CRMs offer a lower initial price and then force you to upgrade to expensive plans after onboarding. Chakra’s starter plan has access to all features including enterprise grade features.

History

Track changes to leads/deals, calls, emails and automations in a single timeline view

Notes

Capture notes for leads, deals and contacts to keep track of important information

Email Campaigns

Nurture leads with sequence based email campaigns

Email Sync

Sync your email to keep track of emails and leads from a single place

Sales Reports

Apart from standard sales reports - you can create your won custom reports & dashboards

Automated Assignment

Assign leads and deals automatically on a round-robin or load-balanced basis

Notifications & Reminders

Get notified of important events like when leads are assigned to you or when a deal is won/lost

Custom Layouts

Modify the layout details screens to show information that is important to your business

Web Forms

Create embeddable lead collection forms using our no-code builder

Auto Lead Capture

Automatically capture leads from your website and social media platforms

User Access Control

Have granular control over who can access what data

Mobile App

Access all features on the go from your mobile devices

Leads

• Bulk import / export
• Customizable Fields
• Detailed History

Deals

• Pipeline views
• Deal Forecasting
• Deduplication

Accounts

• Model companies/accounts
• Business specific fields
• Multiple phone numbers/email addresses

Contacts

• Auto sync to/from phone
• Deduplication
• Create Contact groups

Tasks + Reminders

• State specific tasks
• Reminders and notifications
• Calendar view for tasks

Campaigns

• Sequence builder
• Click + Open tracking
• Re-usable email templates