Powerful tools for serious teams
Every feature designed to give you complete control over your sales operations. No compromises. No shortcuts.
Lead Management
Capture, track, and reallocate with precision
The ultimate engine for high-velocity teams. Capture leads from ads, CSV, or IndiaMART and ensure they are assigned to the right counselor instantly.
- Capture/import from CSV, API, and publisher feeds
- Advanced lead scoring and attribution tracking
- Smart reallocator and role-based routing logic
- Complete timeline with notes and call history
Marketing Communication
Dialer, WhatsApp, SMS, and Email
Launch omnichannel campaigns or 1:1 chats. Every interaction—from a click-to-call to a WhatsApp template—is recorded against the lead.
- Integrated Dialer & IVR with inbound/outbound logging
- WhatsApp chat UI with pre-approved templates
- OBD (Voice) campaigns with automatic calling
- SMS & Email campaigns with audience management
Automation & Workflows
Eliminate manual work with event-based triggers
Build workflows that qualify, notify, and route leads in real-time. Use our rule engine to automate complex counselor allocation and follow-up sequences.
- Rule engine for dynamic lead-to-counselor assignment
- Event-based triggers for instant lead updates
- Automated multi-touch nurturing sequences
- Scheduled tasks and time-based automation
Reporting & Analytics
Comprehensive insights at every level
See agent productivity, UTM performance, and call outcomes at-a-glance. Gati CRM provides real-time dashboards for counselors and administrators.
- Counselor productivity and activity dashboards
- Hourly activity tracking and caller dashboards
- UTM and Source-wise traffic anayltics
- Integrated Google Analytics and custom reports
Ads Management
Bridge the gap between ads and leads
Publish and optimize Google & Facebook campaigns right from your CRM. Align your ad spend with actual conversions using our ROI engine.
- Centralized Google & Facebook campaign management
- ROI model for accurate lead-to-revenue tracking
- Custom audience building and sync
- Creative performance and spending recommendations
Users, Roles & Tenancy
Scale securely with confidence
Enterprise-grade architecture for large organizations. Segregate tenant data, control access with granular ACLs, and monitor every activity.
- Multi-tenant aware APIs and data isolation
- Granular roles & permissions (ACL, Route Guards)
- JWT authentication and session logs
- Sentry, Prometheus, and real-time monitoring
See these features in action
Schedule a personalized demo and discover how Gati CRM can transform your operations.