Empower Your Sales Squad To Sell Smarter
Your sales team is meant to close deals and not get drained by data and tools. Let them focus on driving business growth while CollabCRM sales management software handles the rest. No more switching between the tools, just clear visibility from the first pitch to the final invoice.
- No Credit Card Details Needed
- 2-Month Free Trial
Trusted By Those Who Believe In Changing The World
What You Can Do With CollabCRM Sales Management Platform
Lead Management and Qualification
Deal and Pipeline Management
Proposal and Client Interaction
Deal to Project Conversion
Invoicing and Payment Management
Goal Setting and Performance Tracking
Auto capture leads from your website into CollabCRM for instant access.
Organize leads into Suspect, Prospect, Estimation, Hold and Qualified/Unqualified or Junk for better prioritization.
Assign leads to team members automatically to ensure accountability.
Understand which channel brings the most qualified leads.
Smart Alerts ensure no opportunity slips through.
Monitor deal progress with color-coded pipelines for instant clarity.
Easily move deals between stages for better pipeline control.
Compare client categories to identify recurring revenue opportunities.
Understand conversion ratios and closure timelines.
Track every interaction and update for complete deal transparency.
Create customized proposals with digital signature support.
Know when your client views, signs or rejects a proposal.
Manage multiple proposals for the same client with ease.
Speed up internal approvals and maintain consistency.
Enable clients to request interviews directly from deals, ensuring quick coordination with delivery teams.
Convert closed deals into projects automatically, carrying all client data forward.
Ensure delivery teams receive full context without manual input.
Bridge sales and project timelines seamlessly for on-time delivery.
Maintain full traceability from first lead to project completion.
Eliminates gaps that occur during manual data transfers.
Generate invoices directly from project details and billing models.
Handle fixed, hourly, or milestone-based payments instantly.
Track all changes and updates with timestamped logs.
Stay on top of collections and payment reminders.
Get an at-a-glance view of your financial performance.
Set goals by individual, team, or business unit based on deal value or collection amount.
Track achievements in real time with intuitive dashboards.
Encourage healthy competition and identify top performers.
Define what success means for your team: revenue, lead count, or closure rate.
Get performance summaries that highlight strengths and areas for improvement.
Benefits CollabCRM Brings To The Sales Team
360° Deal Visibility
Gives your sales team complete insight into every stage of the pipeline, so no opportunity slips through the cracks.
Data-Driven Forecasting
Transforms sales data into actionable insights, helping leaders make confident predictions and plan future strategies effectively.
Faster Deal Closers
Automates repetitive tasks like follow-ups, approvals and updates, allowing sales representatives to focus more on selling and less on admin tasks.
Collaborative Selling Environment
Break silos between marketing, sales and customer-success teams, enabling seamless communication and faster decision-making.
Goal Tracking & Performance Insights
Helps sales managers set, monitor, and analyze team goals in real time, driving accountability and motivation across the team.
Integrated Customer Intelligence
Centralizes all customer interactions and history, empowering teams to personalize communication and strengthen relationships.
Things That Make a Difference For Your Sales Team
Everything In One View
From pipeline updates to client conversations, your team gets a unified space to plan, act and track without switching tools.
Less Manual, More Selling
Automated workflow handles the repetitive stuff like follow-ups, updates, and reminders, so your reps stay focused on conversions.
Goal Tracking That Drives Motivation
Set team goals and watch progress in real time to keep everyone aligned and energized.
Smarter Forecasts, Better Planning
Turn deal data into clear insights to predict outcomes, prioritize efforts, and hit revenue targets faster.
Let Your Sales Team Sell And Not Struggle
Real Leaders. Real Results. No Fluff
CollabCRM gave us the visibility we desperately needed. From tracking resource utilization to identifying revenue leaks, it changed how we manage operations. We now make smarter decisions backed by clear data instead of guesswork. It’s helped us save time, reduce costs, and focus on scaling the business rather than firefighting daily problems.
As a software development company, we struggled with fragmented processes: managing recruitment, project allocations, and invoicing across multiple tools. CollabCRM brought everything together in a clean, efficient way. Now we can easily track candidate progress, allocate resources based on real-time availability, and get instant insights into our financial flow. It has become the backbone of our operations.
We operate across three service lines, and managing them used to feel like running three separate companies. CollabCRM changed that. One system, one login, and complete visibility across every unit. It’s the first time we’ve had this level of operational clarity without the complexity.
CollabCRM gave us the visibility we desperately needed. From tracking resource utilization to identifying revenue leaks, it changed how we manage operations. We now make smarter decisions backed by clear data instead of guesswork. It’s helped us save time, reduce costs, and focus on scaling the business rather than firefighting daily problems.
As a software development company, we struggled with fragmented processes: managing recruitment, project allocations, and invoicing across multiple tools. CollabCRM brought everything together in a clean, efficient way. Now we can easily track candidate progress, allocate resources based on real-time availability, and get instant insights into our financial flow. It has become the backbone of our operations.
We operate across three service lines, and managing them used to feel like running three separate companies. CollabCRM changed that. One system, one login, and complete visibility across every unit. It’s the first time we’ve had this level of operational clarity without the complexity.
Yagnik Jaymin
Director, Spiral Technolabs
Yogesh Prajapati
CEO, Jiyosoft
Shobhanshu Agarwal
Managing Partner
Yagnik Jaymin
Director, Spiral Technolabs
Yogesh Prajapati
CEO, Jiyosoft
Shobhanshu Agarwal
Managing Partner
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FAQs
How does CollabCRM improve sales productivity beyond just tracking leads?
CollabCRM automates deal updates, follow-ups, and reporting, freeing reps from administrative chaos. Your team spends more time selling and less time switching between tools.
Can CollabCRM align with our existing sales strategy and targets?
Yes. The system allows you to define sales goals, KPIs, and forecasting parameters that directly reflect your company’s revenue strategy.
How customizable are the dashboards for different team roles?
Extremely. Sales managers, reps, and leadership can each view role-specific dashboards for pipeline visibility, performance metrics, and deal insights no clutter, just relevance.
Does CollabCRM support multi-channel sales operations?
Yes. It centralizes data from calls, emails, website forms, and campaigns so every lead interaction is tracked and managed in one place.
How does CollabCRM enhance deal forecasting accuracy?
Using real-time pipeline health metrics and historical sales data, CollabCRM automatically generates projections and alerts for deal risk or opportunity acceleration.
What’s the biggest advantage CollabCRM provides to a distributed sales team?
Unified communication and live deal tracking ensure your remote or hybrid teams work as one, accessing shared updates, notes, and progress in real time.
Can CollabCRM integrate with tools we already use, like marketing automation or accounting software?
Yes. CollabCRM seamlessly integrates with leading third-party tools, ensuring your sales ecosystem stays connected and data flows across departments.
How secure is customer and deal data within CollabCRM?
Enterprise-grade encryption, role-based access, and audit trails ensure your data remains confidential and compliant with global standards.
What kind of insights does CollabCRM offer for leadership decision-making?
From conversion rate analysis to performance trends and revenue forecasts, CollabCRM turns raw data into actionable intelligence for strategic growth.
How quickly can our sales team adapt to using CollabCRM?
With an intuitive UI, assisted onboarding, and a minimal learning curve, teams typically achieve full operational adoption within weeks, not months.
