Platform · 03 of 06
A pipeline that looks like how you actually sell.
Every enquiry becomes a lead with its whole history attached, then moves through stages set up for your industry: site visits for builders, trials for gyms, measurements for interiors.
A week at an interior design studio
Twelve enquiries. None of them forgotten.
Nest & Grain Interiors · Indore
- Mon · 9:30 AM
The week, at a glance.
Every open lead sits in the stage it's really in, not in someone's head.
PipelineNew 12 · Measurement 5 · Quote sent 4 · Won 2 - Mon · 11:15 AM
Every lead arrives with its story.
Where they came from, every chat, and the budget they mentioned, on one card.
LeadSource: Instagram · 3 chats · budget ₹6–8 lakh - Wed · 4:00 PM
Stages and fields for your trade.
An interiors pipeline asks for carpet area and style. A clinic's asks for treatment. Yours comes set up.
Moved toSite measurement · 1,450 sq ft · modern - Thu · 10:00 AM
Follow-ups that don't depend on memory.
Tasks and meetings with owners and due times, and reminders when they're due.
Task · due 5 PMSend revised quote to the Kapoors - Sat · 12:20 PM
Won, and the whole team sees it.
The dashboard shows what's in the pipeline, what closed and what slipped.
Won · Kapoor residence · ₹7.2 lakh
An illustration of how the product works. Names and figures are examples.
What it does
CRM & Pipeline, in six parts.
Leads from every chat
New conversations become leads automatically, with the source and full message history attached.
Set up for your industry
Stages, fields and templates arrive ready for your trade, from real estate to clinics to distributors.
Your own stages
Rename, add or reorder stages any time. The pipeline follows how your team really works.
Tasks and meetings
Assign follow-ups with due times, book meetings, and see today's work in one place.
Tags and segments
Group customers by interest, location or anything else, and reach exactly that group later.
A dashboard that tells the truth
Open, won and lost, by stage and by person, so you know where the week really went.
Where it fits
One step of the journey. Connected to every other.
The customer who messaged your inbox is the same record your pipeline moves, your automations follow up and your invoices bill. Nothing is copied between apps.
- 01
Enquiry comes in
On WhatsApp, Instagram, Facebook or your website, at any hour.
- 02
Gets qualified
Answered in seconds, in their language, and sorted by how serious they are.
- 03
Gets followed up
Reminders, broadcasts and next steps that go out without anyone remembering.
- 04
Deal closed
Moved through stages built for your trade until it's won.
- 05
Payment collected
A GST invoice, every payment recorded, nothing left in a notebook.
In each plan
Available from Sutra.
| Feature | SutraMicro | SamarthSmall | SamriddhiGrowing | SiddhantEnterprise |
|---|---|---|---|---|
| Every customer saved automatically | Included | Included | Included | Included |
| Sales pipeline set up for your industry | Not included | Included | Included | Included |
| Tasks, meetings and reminders | Not included | Included | Included | Included |
| Dashboard of what's open, won and lost | Not included | Included | Included | Included |
See what CRM & Pipeline would fix for you.
The free audit shows where your business leaks today, and what to fix first.