Every lead in one CRM, and every team's work assigned automatically.

Leads from social media, WhatsApp, your website, calls, the open market and walk-ins land in one CRM and go to the right person automatically, and every department gets its tasks. Customised to how you sell, on your own database.

Your problem“Leads come from everywhere, and nobody knows who should follow up.”

Our strategy

Bring every lead into one CRM, share them out automatically, and give every department its tasks.

The complete solution

We build

Customised CRMEvery lead in one CRMYour own database, secure accessDashboards made by AIBrand templatesForms and applications

Win customers

Automatic lead distributionMulti-department task automationDaily tasks for sales executivesPerformance improvementWhatsApp and email campaignsAI customer segmentationAutomatic reports to MD and GM

Keep them

Customer 360 viewLoyalty pointsVouchers and gift cardsChurn analysis

Every lead, every team

Every lead in one CRM, shared out to your team automatically

Wherever a lead comes from, it lands in one place and goes to the right person straight away. Then every department gets its own tasks, without anyone forwarding a thing.

  • Social mediaInstagram and Facebook
  • WhatsAppChats and replies
  • WebsiteEach visitor's actions recorded
  • Tele-callingEvery call logged
  • Open marketFairs, events and field visits
  • Walk-in and walk-outStore visitors, bought or not
Sales Stratix CRM128New leads today
  • AnuTeam member 114+1 new lead
  • RahulTeam member 212+1 new lead
  • MeeraTeam member 313+1 new lead

Shared out automatically: by turn, by area or by product, each with a follow-up time.

Then every department gets its tasks automatically

When this happens
New order from Anjali Menon
  • SalesConfirm the order with Anjali
  • AccountsRaise the invoice
  • OperationsPack and dispatch today
  • SupportSend delivery updates on WhatsApp
  • MarketingAdd 120 loyalty points

1Your idea or problem

What's holding your sales team back?

Tap the problems you recognise. They travel with you through the journey, and the solutions are marked at every stop.

Your problems, solved one by one

“Leads come from many places and some get lost”

How Sales Stratix solves itEvery source flows into one CRM, and each new lead goes to a team member automatically, with a follow-up time.

1 problem picked. 2 solutions are marked on your journey.

Continue the journey

2Strategy, together

The strategy for your sales team

We sit with you, understand how your business works, and agree the plan before anything is built.

Our strategy for your problemBring every lead into one CRM, share them out automatically, and give every department its tasks.

We listen, in confidence

Your idea and your numbers stay between us.

We find where you lose time and customers

Every business leaks somewhere. We find where.

We agree the plan together

What to build first, the timeline and the price, before any work starts.

Strategy call

YouLeads come from everywhere, and nobody knows who should follow up.

Sales StratixBring every lead into one CRM, share them out automatically, and give every department its tasks.

YouWhat would you build for it?

Sales StratixWe would start with these: One CRM for every lead, Automatic lead distribution, Department task automation. We agree the plan and the price before any work starts.

3We build the technology

What we build for your sales team

Your business problem, turned into technology. Solutions for the problems you picked are marked.

  • Every lead in one CRM

    Social media, WhatsApp, your website (with each visitor's actions recorded), tele-calling, the open market and walk-in customers, all in one place.

    solves your problem!
  • Customised CRM

    Built around your business, your sales stages and your team.

    solves your problem!
  • Your own database, secure access

    We build the infrastructure and database for your business, with access control by role.

    solves your problem!
  • Dashboards made by AI

    Describe the dashboard you want, and AI builds it from your data.

    solves your problem!
  • Brand templates

    Emails and vouchers in your own brand, with your logo and colours.

    solves your problem!
  • Forms and applications

    Enquiry, referral and application forms whose answers land in the CRM as leads.

    solves your problem!

4Win customers

Win more customers

The CRM and marketing that bring new customers in, and make sure no one slips through.

  • Automatic lead distribution

    New leads are shared out to your team automatically, by turn, area or product, each with an owner and a follow-up time.

    solves your problem!
  • Multi-department task automation

    Sales, accounts, operations, support and marketing each get their own tasks automatically when something happens.

    solves your problem!
  • Daily tasks for sales executives

    Each executive gets a daily task list, and you track what was done.

    solves your problem!
  • Performance improvement

    See who is converting, who needs help, and where deals stall.

    solves your problem!
  • WhatsApp and email campaigns

    Send each campaign to the segment of customers it is meant for.

    solves your problem!
  • AI customer segmentation

    AI groups customers by behaviour, value and risk, ready for a campaign.

    solves your problem!
  • Automatic reports to MD and GM

    The numbers management needs, delivered on schedule without anyone compiling them.

    solves your problem!

5Keep them coming back

Keep your customers coming back

Winning customers once is the start. These keep them coming back.

  • Customer 360 view

    Every purchase, conversation, visit and voucher for a customer on one screen.

    solves your problem!
  • Loyalty points

    Points customers earn and redeem, tracked automatically.

    solves your problem!
  • Vouchers and gift cards

    Vouchers and tap, scratch or spin gift cards, issued to a customer, a lead or a whole segment.

    solves your problem!
  • Churn analysis

    Spot customers who are drifting away while there is still time to win them back.

    solves your problem!

Customer 360

One customer, one screen

The customer 360 view puts everything about a customer in one place, so whoever picks up the phone knows the whole story.

Our promise

Built 100% for your business. Supported for years.

Every system we build is made for one business only: yours. It runs on your own database and infrastructure, and we stay with you as your technology partner, year after year.

100% customised

Built around your process, your teams and your brand. Nothing off the shelf, nothing you have to bend to fit.

Your workflowYour sales stagesYour reportsYour brand

Your own database and infrastructure

Your data lives on your own database and servers, with access by role. It belongs to you.

Your technology partner for years

We do not build and walk away. We support, improve and scale your technology as your business grows.

  1. Year 1We build itStrategy, software and launch
  2. Year 2We grow itNew features, AI and integrations
  3. Year 3 and onWe scale itMore users, more branches, more data

Sales Stratix Private Limited is a registered private limited company in Kerala, India. CIN U63990KL2026PTC105017.

Finish line

Your CRM journey

Here is what you picked and what we would build. Send it to our team with the form, or chat with us on WhatsApp, and we will take it from there.

  1. Your problems
    • Leads come from many places and some get lost
  2. Our strategy

    Bring every lead into one CRM, share them out automatically, and give every department its tasks.

  3. What we would build
    • Every lead in one CRM
    • Automatic lead distribution
Your message to our team
Hello Sales Stratix. I'm looking for a technology partner for my business.
Chat on WhatsApp instead

Two ways to reach us: send the form, or chat on WhatsApp if you would rather not type.

Your details go straight to our team, by email and into our CRM.

Our work

Products we have built and run

Platforms we designed, built and support as a technology partner: apps, portals, CRM and official WhatsApp messaging.

Built by us

Healthcare platform

Care-Connect

Patients find doctors, nurses, hospitals, labs and pharmacies, book at the place, by video or at home, pay online and get their reports. Partner apps for hospitals, clinics, ambulances, pharmacies and labs.

Patient appPartner appsVideo consultationsOnline payments
See our healthcare solutions
Built by us

College admissions

Dreammitra

Students find colleges and courses, compare fees and seats, and book their seat online. Colleges manage their seats, offers and bookings from their own portal.

Student appCollege portalSeat bookingAdmin portal
See our education solutions
Built by us

Travel startup

Converge9 Journeys

A travel agency startup we back as its technology partner. With our technology behind it, it generated good revenue within its first year.

StartupTravel agencyGood revenue in year one
See how we back startups
Built by us

Customer growth

Customer growth platform

Every lead from every source, daily action plans, quotations, personalised WhatsApp and email campaigns, loyalty, gift cards and AI reports, on Android, iOS and the web.

Android and iOSWebAI reports
See what it does
Built by us

Official WhatsApp

Meta Tech Provider

Sales Stratix is a Meta Tech Provider for WhatsApp. Businesses connect their own WhatsApp Business Account through us for official messaging, campaigns and AI agents.

WhatsApp Business PlatformYour own account
See WhatsApp marketing