SARTTHI CRM

Manage Projects Like a Pro

Sartthi is designed to bring your team together. Collaborate seamlessly, automate your workflows, and track every milestone with absolute precision.

SPECIALIZED VERTICALS

Purpose-Built
Industry Solutions

Sartthi offers specialized, deep-vertical CRMs tailored exactly to the workflows of modern Sales teams and Chartered Accountants.

FOR SALES TEAMS

Sartthi Sales CRM

Supercharge your sales pipeline. Sartthi Sales CRM brings your leads, contacts, tasks, and analytics into one unified view so your team can focus on closing deals.

  • Whatsapp Promo and transactional messages, Reminders, Authentication
  • Email Integration using BREVO
  • Google Services - Contact, Drive, Calender, Gmail
  • ERP Integration - Odoo, Login, Tally, Marg
  • Social Media - Promotion on Instagram and Facebook
  • AI Ally chatbot
  • AI-BI Provides reports for Business Growth
  • Payroll and Authentification
  • Call Center Features
  • Document Management Systems
FOR CA & ADVOCATES

Sartthi CA CRM

Practice management reimagined. Designed specifically for CA firms and Tax Professionals to track compliance, billing, and legal matters effortlessly.

  • GST, TDS, IT Compliance Tracker
  • Legal Case & Matter Management
  • Timesheets & Resource Allocation
  • Invoicing & Client Portal
  • Whatsapp Promo and transactional messages, Reminders, Authentication
  • Email Integration using BREVO
  • Google Services - Contact, Drive, Calender, Gmail
  • AI Ally chatbot
  • AI-BI Provides reports for Business Growth
  • Payroll and Authentification
  • Document Management Systems
Sartthi CA CRM Interface
FOR RETAIL BUSINESSES

Sartthi Retail CRM

Streamline your retail operations. Sartthi Retail CRM brings your customers, inventory, billing, branches, and analytics into one unified platform so your business can focus on growth and customer experience.

  • Customer, Loyalty & Membership Management
  • Inventory, Stock & Warehouse Monitoring
  • Multi-Branch & Franchise Management
  • Billing, Invoicing & Payment Tracking
  • Whatsapp Promo and transactional messages, Reminders, Authentication
  • Email Integration using BREVO
  • Google Services - Contact, Drive, Calender, Gmail
  • AI Ally chatbot
  • AI-BI Provides reports for Business Growth
  • Payroll and Authentification
  • Document Management Systems
ALL-IN-ONE WORKSPACE

Centralized Project Management

Unify your entire execution pipeline. Leverage visual boards, task dependencies, embedded planner views, and insightful analytics reports.

Sartthi Project Manager
Sartthi PM App
Explore Project Management App →
SARTTHI CRM

Deliver Exceptional
Results Faster

The all-in-one CRM platform built to help teams collaborate, track progress, and succeed.

Advanced Analytics

Generate comprehensive reports and gain actionable insights.

Team Collaboration

Seamless communication tools to keep everyone on the same page.

Automated Workflows

Save hours of manual work by automating repetitive project tasks.

Document Management

Centralize all your project files, assets, and documentation securely.

Project Tracking

Monitor project milestones, tasks, and deadlines in real-time.

Client Portal

Provide clients with secure access to view progress and approve work.

Resource Management

Efficiently allocate your team's workload to prevent burnout.

Time Tracking

Accurately log billable hours and track time spent on individual tasks.

MULTI-CHANNEL SYNC

Connect with Your
Clients Anywhere

Sartthi CRM bridges the gap between your platform and the most popular communication channels. Engage through WhatsApp, track Gmail threads, and manage social interactions effortlessly.

Cliqus Growth Panel
https://cliqus.in/accelerate-growth

Do you want to
grow your business?

We can do it together. Join 850+ businesses currently using our specialized ERP solutions.