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 Analytics
AI-Scored
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.
One CRM for leads, contacts, deals and activities
The CRM app captures leads, scores them and reminds your team to follow up. Workflow automation, AI recommendations, and native integrations take over the logging and the routine steps. 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
Recommendations on next actions and deal priorities, plus revenue forecasts
Connects to your email, calendar, and communication apps
CRM capabilities
Lead Capture
Activity Logging
Email Sync
Next Best Action
Core features
Lead capture, pipeline, email, calls and analytics, from lead to close
Lead management
Capture leads from website forms, email, social media, and manual entry. Leads are scored and qualified automatically from 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
See your whole sales pipeline in customizable stages. Drag deals between stages and watch pipeline analytics update in real time.
- 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
Machine learning recommends which deals to prioritize, when to follow up, and what action to take next on each one.
- 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 in bulk.
- 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 track team performance, pipeline metrics, and revenue forecasts.
- Customizable dashboards
- Sales performance metrics
- Pipeline velocity tracking
- Revenue forecasting
- Team leaderboards
- Custom report builder
Advanced capabilities
Contact records, activity tracking, quotes, targets, automation and a mobile app
Contact & account management
Maintain detailed profiles of contacts and accounts with custom fields, tags, and relationship mapping.
Activity tracking
Emails, calls, meetings, and notes are logged automatically in one timeline.
Quote & proposal generation
Create quotes and proposals from customizable templates, with 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.
Mobile app
Native iOS and Android apps let you update deals and log activities away from your desk.
AI-powered sales intelligence
Yukti's AI reads your own pipeline history to score leads, recommend next steps, forecast revenue and flag deals at risk
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
The AI analyzes deal stage, customer behavior, and historical patterns, then recommends the 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
AI forecasts revenue from pipeline health, historical win rates, and deal velocity.
- Weighted pipeline forecasting
- Win probability calculation
- Seasonal trend analysis
- Team performance tracking
Deal risk detection
The AI monitors deal activity, engagement patterns, and competitor signals, and alerts you when a deal is at risk.
High Risk
No activity in 21 days, competitor mentioned
Medium Risk
Slow email response, deal stalled
Low Risk
Active engagement, positive signals
Example scenarios
Examples of how a sales team can set up the CRM app. If you're evaluating alternatives, see how the CRM app stacks up against Zoho CRM.
B2B SaaS
Challenge
Managing a high volume of leads 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 to the email, chat and marketing tools you already use
Gmail
Outlook
Calendar
Slack
Zapier
Mailchimp
Plus more integrations via Zapier, webhooks, and our REST API
Works best with
Related apps that work together in OneYukti
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.