The one system your business needs.
Billing, GST, stock, purchase and sales in one open source system. One price per company, every app included, AI on your own key.
- Every app included, one price per company
- GSTR-1/3B, e-invoicing and e-way bills built in
- AI on your own key, or on your own servers
A person on our team replies. The reply time is on your quote.
CRM
Track leads, run the pipeline and follow up on time, all in one place. The AI assistant scores deals and drafts the next step, so your team closes more of the deals already in the pipeline.
- Included in every OneYukti paid plan.
- Setup is by the hour, fixed once scoped, and counted once for CRM and sales. The finder shows your price.
Real-Time
Pipeline Visibility
AI-Powered
Lead Scoring
Estimate with your own figures
Type what your team handles today. Nothing is estimated until you do; each line item shows the source behind its calculation.
The Complete CRM Solution for Modern Sales Teams
The CRM app is designed to help sales teams of all sizes close more deals faster. With powerful automation, AI-driven insights, and native integrations, you can focus on building relationships while the system handles the rest. Because Yukti is open source, you can inspect exactly how leads are scored and stored, and our security practices keep that customer data protected wherever you deploy. Once a lead is qualified here, it converts directly into a quotation in Sales (see CRM vs Sales for exactly where the handoff happens).
Manage leads, contacts, deals, and activities without switching apps
Get smart recommendations on next actions, deal priorities, and revenue forecasts
Connect with your favorite tools including email, calendar, and communication apps
Key Metrics
Increase in Sales Productivity
Faster Sales Cycle
More Qualified Leads
Data Accuracy
Core Features
Everything you need to manage your sales process from lead to close
Lead Management
Capture leads from multiple channels including website forms, email, social media, and manual entry. Automatically score and qualify leads based on behavior and demographics.
- Multi-channel lead capture (web, email, social, phone)
- Automatic lead scoring with AI
- Lead qualification workflows
- Duplicate detection and merging
- Lead assignment rules
- Lead nurturing campaigns
Pipeline Management
Visualize your entire sales pipeline with customizable stages. Drag-and-drop deals between stages and get real-time insights into pipeline health.
- Customizable pipeline stages
- Drag-and-drop deal management
- Multiple pipelines for different products
- Pipeline analytics and forecasting
- Deal probability tracking
- Win/loss analysis
AI-Powered Insights
Get intelligent recommendations powered by machine learning. Know which deals to prioritize, when to follow up, and what actions will move deals forward.
- Next best action recommendations
- Deal closure probability prediction
- Optimal follow-up timing
- Sentiment analysis from communications
- Churn risk prediction
- Revenue forecasting
Email Integration
Sync emails automatically from Gmail, Outlook, or any IMAP provider. Track opens, clicks, and replies. Send personalized email campaigns at scale.
- Two-way email sync (Gmail, Outlook, IMAP)
- Email tracking (opens, clicks, replies)
- Email templates and snippets
- Bulk email campaigns
- Email scheduling
- Automatic email logging
Call Management
Log calls automatically with VoIP integration. Record calls, take notes, and track all customer interactions in one timeline.
- VoIP integration (Twilio, RingCentral)
- Click-to-call from CRM
- Call recording and transcription
- Call notes and logging
- Call analytics and reporting
- Automatic activity logging
Sales Analytics
Real-time dashboards and reports to track team performance, pipeline metrics, and revenue forecasts. Make data-driven decisions.
- Customizable dashboards
- Sales performance metrics
- Pipeline velocity tracking
- Revenue forecasting
- Team leaderboards
- Custom report builder
Advanced Capabilities
Take your sales process to the next level
Contact & Account Management
Maintain detailed profiles of contacts and accounts with custom fields, tags, and relationship mapping.
Activity Tracking
Automatically log all interactions including emails, calls, meetings, and notes in a unified timeline.
Quote & Proposal Generation
Create professional quotes and proposals with customizable templates and e-signature integration.
Sales Goals & Targets
Set individual and team targets, track progress in real-time, and motivate your team with gamification.
Workflow Automation
Automate repetitive tasks with custom workflows, triggers, and actions to save time and ensure consistency.
Mobile App
Access your CRM on the go with native iOS and Android apps. Update deals, log activities, and stay connected.
AI-Powered Sales Intelligence
Yukti's AI reads your own pipeline history to provide actionable insights that help you close more deals
Smart Lead Scoring
The AI scores leads from demographics, behaviour, engagement and past conversions. Focus your time on leads most likely to convert.
Next Best Action
Never wonder what to do next. Our AI analyzes deal stage, customer behavior, and historical patterns to recommend the most effective next action for each opportunity.
Example Recommendation:
"Send follow-up email with a customer reference. Deals with a similar profile have moved faster after this kind of touchpoint."
Example Recommendation:
"Schedule demo call. This lead has visited pricing page 3 times in the last week."
Example Recommendation:
"Engage decision maker. Deal stalled for 14 days, reaching out to VP level may help."
Revenue Forecasting
Get accurate revenue forecasts based on pipeline health, historical win rates, and deal velocity. Plan with confidence using AI-powered predictions.
- Weighted pipeline forecasting
- Win probability calculation
- Seasonal trend analysis
- Team performance tracking
Deal Risk Detection
Identify at-risk deals before they slip away. Our AI monitors deal activity, engagement patterns, and competitor signals to alert you when intervention is needed.
High Risk
No activity in 21 days, competitor mentioned
Medium Risk
Slow email response, deal stalled
Low Risk
Active engagement, positive signals
Example Scenarios
See how companies like yours are using the CRM app to drive growth. If you're evaluating alternatives, see how the CRM app stacks up against Zoho CRM.
B2B SaaS
Challenge
Managing 500+ leads per month with a small sales team
Solution
Implemented AI lead scoring to prioritize high-value opportunities and automated follow-up sequences
Results
- Reps spend less time triaging leads by hand
- Follow-ups go out on schedule instead of falling through the cracks
- Deal stage moves as soon as an activity happens, not at end-of-week cleanup
Real Estate
Challenge
Tracking multiple properties and buyer preferences across the team
Solution
Used custom fields and tags to match properties with buyer requirements, automated property alerts
Results
- New listings match to interested buyers automatically
- Agents see buyer preferences without digging through notes
- Property alerts go out the moment a match appears
Consulting
Challenge
Long sales cycles with multiple stakeholders and touchpoints
Solution
Implemented account-based selling with relationship mapping and automated nurture campaigns
Results
- Every stakeholder on an account is visible in one view
- Nurture emails continue automatically between live touchpoints
- Forecast reflects actual deal activity, not a rep's gut feel
Native Integrations
Connect the CRM app with your favorite tools and apps
Gmail
Outlook
Calendar
Slack
Zapier
Mailchimp
Plus hundreds more integrations via Zapier, webhooks, and our REST API
Works Best With
Explore related modules that work together
Sales Management
Turn qualified leads into closed deals with quote management, order processing, and revenue tracking.
Learn moreMarketing Automation
Nurture leads at scale with automated email campaigns, landing pages, and conversion tracking.
Learn moreLive Chat
Engage website visitors in real-time and convert conversations into qualified leads.
Learn moreCRM by Industry
Client relationships look different depending on the business. See how the CRM app adapts to these industries.
This app has an AI assistant. It runs on your own key at no extra price. Read about it on /ai.
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A 14-day demo system. It never turns into an invoice.