Explore the powerful sales, automation, analytics,
communication and CRM capabilities built into
AssignSales to help your business manage customers,
streamline sales and grow with confidence.
Manage your sales
Automate your workflow
Grow your business
Sales Overview
•••
Total Leads 1,284
Revenue ₹8.42L
New Leads +24%
Open Deals ₹4.82L
01
SALES MANAGEMENT
Powerful Sales Management
CRM Software for Growing Businesses
Streamline your entire sales management with
AssignSales CRM that helps your team to assign
responsibilities, coordinate sales activities,
and improve team productivity.
CORE CAPABILITIES
Sales Management
Sales CRM Software
Lead Management Software
Sales Forecasting
Centralised Sales Pipeline
Sales Tracking
Sales Performance
LEADS 248
→
QUALIFIED 164
→
DEALS 82
→
WON ₹8.42L
02
SALES PROCESS
Streamline Your Sales Process
With Powerful CRM Software
Build a smarter, more structured sales process
with AssignSales CRM. Capture leads, qualify
prospects, manage opportunities, automate
follow-ups, and move every deal efficiently
from pipeline to closure—all from one
centralized CRM.
SALES PROCESS
From Lead to Closure
Accounts / Contact / Organisation
Lead Management (Omni-channel)
Opportunity Management
Deal Management
Manage Deals
Activities (Task, Event, Meetings)
01Capture
02Qualify
03Manage
04Close
03
LEAD MANAGEMENT
Capture, Manage & Convert
Every Lead
Powerful lead management software that helps
your sales team capture, qualify, assign,
track and nurture leads throughout the sales
journey—so no opportunity gets overlooked.
LEAD JOURNEY
From Capture to Conversion
Lead Capture
Lead Qualification
Lead Assignment
Lead Nurturing
Lead Tracking
Lead Conversion
Lead Scoring
Lead Management
1Capture
2Qualify
3Nurture
4Convert
04
DEAL MANAGEMENT
Smarter Deal Management.
Faster Sales Growth.
Manage your entire sales pipeline with
AssignSales CRM, a powerful deal management
software that helps your team track
opportunities, monitor deal stages, manage
activities, and move prospects efficiently
from negotiation to closure.
DEAL MANAGEMENT
Move Every Opportunity Forward
Opportunity Management
Deal Assignment
Deal Stages
Deal Activities & Follow-Ups
Deal Management
Faster Deal Closure
Discovery
Proposal
Negotiation
Closed Won
05
ACTIVITY MANAGEMENT
Manage Every Sales Activity.
Never Miss a Follow-Up.
Powerful CRM activity management software that
helps sales teams plan, track, assign, and
monitor calls, meetings, tasks, follow-ups,
and customer interactions from one centralized
platform.
SALES ACTIVITIES
Keep Every Follow-Up on Track
Task, Event, Meetings
Follow-Up
Reminders & Notifications
Activity Scheduling
Team Activity
Customer Activity
Sales Activity Tracking
Activity Management
Follow-up Call Completed
Client Meeting Today · 03:00 PM
Send Proposal Tomorrow
06
TEAMS
Empower Your Sales Team
to Sell Smarter & Close More Deals
Equip your sales team with powerful sales CRM
and sales team management software to manage
leads, track sales activities, automate
follow-ups, monitor performance, and move
opportunities through the pipeline—all from
one centralised platform.
SALES TEAM
Everything Your Team Needs
Lead Management
Opportunity Management
Sales Activity & Follow-Up
Sales Automation
Sales Pipeline
Team Performance
RKSales 12 Deals
ASSales 18 Deals
PSManager 32 Deals
07
PRODUCTS & QUOTES
Manage Products, Create Quotes
& Close Deals Faster
Manage products, pricing, discounts and sales
quotations with AssignSales CRM. Create
professional quotes, track revisions and
connect quotes with your sales pipeline.
PRODUCTS & QUOTES
From Product to Proposal
CRM Product Catalog
Product & Pricing Management
Sales Proposal & Quote Generation
Flexible Quote Line Items
Quotation Tracking
Quote-to-Deal Workflow
QUOTE#QT-1048
Product₹45,000
Services₹18,000
Total₹63,000
08
SALES AUTOMATION
Automate Your Sales Process
& Close Deals Faster
Streamline your entire sales process with
powerful sales automation software built into
AssignSales CRM. Automate lead assignment,
follow-ups, tasks, notifications, workflows,
and repetitive sales activities so your team
can spend more time selling and less time
managing manual processes.
AUTOMATION
Reduce Manual Work
Automated Lead Assignment
Sales CRM Process Automation
Automated Task Management
Smart Follow-Up Automation
Lead & Deal Stage Automation
Activity Automation
Sales Alerts & Notifications
Sales Productivity & Performance
Lead Created
Assign Owner
Notify
Follow-Up
09
OMNI-CHANNEL CRM
Unified Customer Communication
with Omni-Channel CRM
Manage customer interactions across WhatsApp,
Email, Social Media, Marketing Platform, and
other communication channels from one powerful
AssignSales CRM platform, helping sales teams
engage faster, follow up consistently, and
convert more leads.
OMNI-CHANNEL
Every Conversation in One Place
Omnichannel CRM
Customer Engagement CRM
WhatsApp CRM
Social Media CRM
Telephony CRM
Chat CRM
Multi-channel Lead Engagement
Omnichannel Sales Automation
CRM
WhatsApp
Email
Social
Telephony
10
CRM INTEGRATIONS
Connect Your Business Tools.
Integrate Your Business.
Powerful CRM integration software that connects
AssignSales with your business applications,
communication channels, marketing platforms,
ERP systems, websites, and third-party tools—
creating one connected ecosystem for your sales
team.
Grow your business with powerful, scalable CRM
software designed for startups, MSMEs, small
businesses, and enterprises. AssignSales helps
you manage leads, customers, sales pipelines,
follow-ups, teams, automation, and business
relationships from one centralized platform—
so your CRM grows as your business grows.
BUSINESS TYPES
Built to Grow With You
Startups Build and scale your sales process.
MSMEs Manage growing customer relationships.
Small Businesses Keep sales organized and productive.
Enterprises Scale CRM across teams and operations.
CRM Software for Startups
CRM Software for MSMEs
CRM Software for Small Businesses
Enterprise CRM Software
Customer 360° View
Scalable CRM & Integrations
12
CRM ANALYTICS
Power Your Sales Strategy
with Real-Time CRM Analytics
Make smarter, data-driven decisions with
powerful CRM analytics and sales reporting
software. AssignSales transforms your sales
data into real-time dashboards, pipeline
reports, performance metrics, and actionable
insights—helping sales teams identify
opportunities, track KPIs, improve forecasting,
and accelerate revenue growth.
ANALYTICS
Turn Data Into Action
Sales Pipeline Analytics
Sales Performance (KPI) Analytics
CRM Reports & KPI Tracking
Lead Conversion Analytics
Custom Reports & Insights
Real-Time Sales Dashboard
Conversion Rate 32.8%+8.4%
Pipeline Value ₹24.8L+14.2%
13
CRM BY INDUSTRY
CRM Software Can Be Customised
for Your Industry & Business Workflow
Every industry has a different way of generating
leads, managing customers, following up, and
closing business. AssignSales CRM provides a
flexible foundation for businesses across
industries, with customizable sales pipelines,
workflows, automation, analytics, integrations,
and customer management tools that can be
adapted to your business process.
INDUSTRIES
Built Around Your Business
Real Estate
Healthcare
Education
FMCG
Banking & NBFC
Insurance
Retail & E-commerce
IT, SaaS & Technology
Specific Industries
Customised CRM for Your Business
Adapt your CRM around the way your business works.
01
13
READY TO GROW?
Build a Better Sales Process
with AssignSales.
Bring your sales, customers, activities and
business workflows together in one platform.
