Turn Every Inquiry into a Customer
Simple, mobile-friendly CRM for owners and professionals. Capture leads, manage appointments, automate follow-ups, and track conversions — integrated with Accounting, Billing & Business Network.
Introduction
Your customers are the heart of your business — and managing them shouldn’t feel complicated. Saving Mantra CRM helps you track leads, appointments, and client interactions from the first inquiry to final conversion. Organize contacts, follow-ups, meetings, payments, and tasks — all in one easy app.
⚙️ How It Works
Add or Capture Leads
Import from contacts, website, WhatsApp, social — or auto-capture from campaigns & Business Network.
Track Opportunities
Stages: New → Contacted → Proposal → Won/Lost. Reminders, notes, files, quotes on every lead.
Appointments & Calendar
Sync Google Calendar; let clients book via your link. View by date, client, or team.
Nurture & Automate
Send WhatsApp/email follow-ups. Use templates for offers, thank-yous, and renewals.
Track Performance
Funnel analytics, lead sources, conversion rates, and revenue reports.
Close & Grow
Convert to client, generate invoices via Accounting, and keep full interaction history.
🌟 Key Benefits
Manage Leads on the Go — Add/update leads from your phone during visits, events, or travel.
Never Miss an Opportunity — Automated reminders for calls, meetings, and follow-ups.
360° Client View — Contacts, history, billing, and tasks in one place.
Boost Productivity — Replace scattered sheets with a single source of truth.
Integrated Apps — Works with Accounting, Billing & Business Network.
Built for Every Professional — Owners, consultants, doctors, lawyers, CAs, agents, and more.
💡 Use Cases
| Role | Example | CRM Use |
|---|---|---|
| Retailer | Home décor store | Track walk-in customers and send offers |
| Service Provider | Digital marketing agency | Manage proposals and campaign renewals |
| Professional | Chartered Accountant | Schedule GST filing meetings & follow-ups |
| Real Estate Agent | Property dealer | Capture inquiries and automate call reminders |
| Freelancer | Designer | Maintain project timelines and client feedback |
🔗 Additional Features
🎥 YouTube Video Suggestion
Title: “Turn Every Inquiry into a Client — with Saving Mantra CRM”
- Owner juggling calls and missing follow-ups.
- CRM dashboard tracks leads & appointments.
- Auto-reminder pops up before meeting.
- Deal closed → invoice generated via Accounting.
- End: “Manage Leads • Build Relations • Grow Business — Saving Mantra CRM.”
Start Your Free CRM Setup
Capture leads, automate follow-ups, and close deals faster.