CRM for IT services & SaaS

A tele-CRM that respects the demo cycle.

Inbound demo requests routed by tier and use case. Multi-touchpoint nurture for the leads that need warming. Recorded discovery calls, AI summaries for the proposal.

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5 users
Trial trigger for sales handoff
7 days
AI flag: decision-maker silence
₹999
Flat per month — full GTM team
2.3×
Connect rate vs cloud telephony
Built for the motion

Six capabilities, tuned for this sector.

Inbound demo routing

Demo requests routed by company size, geography, and use case. Round-robin within the matching pod. Calendly integration built-in.

Multi-touch attribution

Lead from a webinar, sale through a demo, won via the renewal call — every touch tagged, full path visible in a single timeline.

Long-cycle nurture

Marketing-qualified, sales-qualified, demo-completed, evaluating, decision-pending — every stage has its own drip cadence.

Multi-stakeholder visibility

Champion, decision-maker, technical buyer, blocker — each tagged, each visible. AI flags "decision-maker has not engaged in 7 days."

Recorded discovery calls

Discovery calls recorded with consent. AI generates the proposal-ready summary: pain points, stack, budget, timeline, next step.

PLG + sales-led handoff

Free-trial users in the same CRM as outbound prospects. When a trial team crosses 5 users, a rep gets the alert and a context-loaded call sheet.

Discovery → proposal

The AI summary is the proposal first draft.

A 45-minute discovery call becomes a structured summary — pain points, stack, budget, timeline, next step — that drops straight into your proposal template. The AE stops typing notes; the proposal goes out same day.

  • Recorded with consent; transcript searchable
  • Structured AI summary in proposal-ready format
  • Pain points & stack auto-tagged on the deal
PLG, then sales

Trials and pipeline in the same CRM. Handoff fires on the right signal.

Free-trial users live alongside outbound prospects. When a trial team crosses 5 active users (or any threshold you set), the right rep gets an alert with a context-loaded call sheet — usage, account size, feature engagement.

  • Configurable trial-to-sales triggers
  • Context-loaded call sheet on alert
  • CSM handoff after won deal
“

The AI discovery summary cut our proposal turnaround from 5 days to 1. AEs are calling, not typing.

KI
Karthik Iyer
VP Sales · vertical SaaS, Bengaluru
SaaS-ready features

Everything a GTM team needs to run pipeline.

  • Marketo / HubSpot / Calendly / LinkedIn Lead Gen — auto-capture
  • Demo routed by company size, geography, use case
  • Round-robin within matching pod, fallback rules built-in
  • MQL / SQL / Demo / Eval stages with per-stage drip cadence
  • Multi-stakeholder tagging (champion, DM, blocker)
  • AI alert on decision-maker silence (configurable window)
  • Recorded discovery + proposal-ready AI summary
  • PLG → SLG handoff trigger on trial-team threshold
IT / SaaS FAQ

Common questions from GTM leaders.

Does it integrate with Calendly and our marketing stack?
Yes. Calendly is native. Marketo, HubSpot, LinkedIn Lead Gen and G2 leads land directly. We also push enriched events back to your warehouse for attribution modelling.
How does the PLG → sales-led handoff work?
Define a trigger (e.g. trial team crosses 5 active users, or specific feature is used). At trigger, the right rep gets the alert with a context-loaded call sheet — usage, account size, in-trial behaviour.
Can I see the full multi-touch journey?
Yes — every touch (webinar, ebook, demo, follow-up call, renewal conversation) is tagged on a single timeline. First-touch, last-touch, and weighted attribution models are all available.
What if the decision-maker goes silent mid-deal?
The AI watchdog flags it. Default: if the tagged decision-maker has not engaged in 7 days, the deal surfaces in the rep's "needs intervention" view. The threshold is configurable per pipeline.
What does it cost across a 30-person GTM team?
A flat ₹999/month on the Growth tier — same as a 10-person team. SDRs, AEs, CSMs and managers all included. No per-seat math.

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Unlimited capacity at every tier — pay for your business, not your headcount. No card required, no annual lock-in.

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