Finance software that does the repeated work, so your team can serve customers.

Good business software simplifies and automates the tasks people repeat every day. We build it around your finance business, and help you plan the strategy behind it.

Your problem“My team spends the day on repeated paperwork and follow-ups.”

Our strategy

Automate the routine and give every staff member a clear daily plan.

The complete solution

We build

Customised finance softwareAutomation of repeated tasksAI assistantAutomatic reports for management

Win customers

CRM for financeMarketing softwareStaff productivity and daily tasks

Keep them

Automatic and scheduled WhatsApp and email

1Your idea or problem

What's holding your finance business 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

“Staff spend hours on repeated data entry”

How Sales Stratix solves itRepeated entry and routine reminders are automated, so staff spend their time with customers instead.

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

Continue the journey

2Strategy, together

The strategy for your finance business

We study your business with you first: where staff time goes, which tasks repeat, and where customers drop off. Then we plan the strategy and build the software that carries it out.

Our strategy for your problemAutomate the routine and give every staff member a clear daily plan.

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

YouMy team spends the day on repeated paperwork and follow-ups.

Sales StratixAutomate the routine and give every staff member a clear daily plan.

YouWhat would you build for it?

Sales StratixWe would start with these: Customised finance software, Scheduled reminders, AI assistant. We agree the plan and the price before any work starts.

3We build the technology

What we build for your finance business

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

  • Customised finance software

    Built around your products and process, for example onboarding, document collection, approvals and repayment tracking.

    solves your problem!
  • Automation of repeated tasks

    Data entry, reminders and routine follow-ups handled by the system instead of your staff.

    solves your problem!
  • AI assistant

    Ask about collections, customers or staff performance in plain language.

    solves your problem!
  • Automatic reports for management

    Daily and weekly numbers delivered to the MD and GM without anyone compiling them.

    solves your problem!

4Win customers

Win more customers

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

  • CRM for finance

    Every customer, enquiry and product on one record, with follow-ups that are never forgotten.

    solves your problem!
  • Marketing software

    Plan and run campaigns for your financial products to the right customer segments.

    solves your problem!
  • Staff productivity and daily tasks

    A daily task list for every staff member, and a clear view of what is done and what is pending.

    solves your problem!

5Keep them coming back

Keep your customers coming back

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

  • Automatic and scheduled WhatsApp and email

    Due-date reminders, renewal notices and offers that go out on time without anyone sending them.

    solves your problem!

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 finance 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
    • Staff spend hours on repeated data entry
  2. Our strategy

    Automate the routine and give every staff member a clear daily plan.

  3. What we would build
    • Customised finance software
    • Automation of repeated tasks
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