Home/Products/Krusam AI Sales CRM
✦ AI Sales CRM• DEPLOYMENT: PROJECT-SCOPED

AI Sales CRM for Leads, Pipeline and Customer Management

Capture leads, manage opportunities and connect sales to customer service.

Product Architecture & Delivery Scope

Bring enquiry capture, accounts, deals, quotations, invoices and after-sales activity into a shared workspace. Krusam AI Sales CRM helps teams manage follow-ups and understand pipeline activity, with optional AI-assisted analysis and workflow configuration based on the approved deployment scope.

Delivered with single-tenant data isolation, customized branding, and written service-level agreements.
Scope Governance

Modules & Feature Availability Scope

To maintain strict implementation schedules, capabilities are partitioned into standard baseline inclusions, configurable add-ons, and custom scope.

Lead Ingestion & Pipeline Coordination

Included

Essential deal management capabilities delivered in standard setup.

Multi-source lead capture via webhooks and website enquiry forms
Interactive drag-and-drop Kanban pipeline with customizable opportunity stages
Complete account, contact, and deal profiles with interaction history
Task scheduling, follow-up calendar, and automated reminder alerts
Quotation generation with line items, tax calculations, and PDF download

Customer Service & Order Records

Included

Connecting closed deals to post-sale customer execution.

Customer invoice generation with partial and milestone payment tracking
Support ticket logging linked directly to client accounts and deal history
Individual sales representative performance metrics and activity logs
Data export capabilities and comprehensive audit tracking

AI Analysis & Automated Workflows

Configurable

Intelligent productivity tools configured according to sales team size.

AI assistant drafting personalized follow-up emails and message summaries
Stalled-deal detection and inactive lead re-engagement prompts
Automated lead assignment based on round-robin, geography, or deal size
Pipeline revenue forecasting based on historical stage velocity

External Channels & Custom Integrations

Custom Scope

Enterprise connectors implemented according to project specifications.

Official WhatsApp Business Cloud API integration for conversation syncing
Cloud telephony and click-to-dial recording (Twilio, Exotel)
Bi-directional synchronization with external ERP or billing software
Single Sign-On (SSO) integration with Google Workspace or Microsoft Azure AD

End-to-End Operational Lifecycle

Standardized execution workflow designed to minimize data handoffs and ensure cross-department transparency.

STAGE 01

Capture & Qualify

Consolidate website and campaign inquiries into a single queue with duplicate prevention.

STAGE 02

Pipeline Nurturing

Move opportunities through qualified stages, schedule calls, and record client notes.

STAGE 03

Quote & Close

Generate professional branded quotations, negotiate terms, and mark deals as won.

STAGE 04

Service & Retain

Issue invoices, handle support queries, and track recurring client account value.

Delivered Application Interfaces

Frontends included in the standard distribution and options available for external stakeholders.

Included

Web Sales Workspace

Complete pipeline, quotation, and analytics dashboard for desktop browsers.

Included (PWA)

Field Agent Interface

Fast mobile web app for logging client visits, updating stages, and reviewing notes on the go.

Included

Executive Analytics View

High-level pipeline health, conversion ratios, and team revenue dashboards.

Integration Connectors & Prerequisites

Prerequisites and third-party API dependencies clearly cataloged prior to implementation.

Standard Webhooks & Form Endpoints

Receive inbound leads from any landing page or website form.

Built-In

WhatsApp Business Cloud API

Two-way messaging and template dispatch directly from contact cards.

Configurable / Add-on

Cloud Telephony & Call Logs

Virtual numbers and call recordings tied to CRM contact history.

Custom API Scope
✦ 100% Brand Anonymity

White-Label Rights & Customization Scope

When you deploy under your own brand, the application is provisioned with your color scheme, domain names, customer email templates, and corporate logo with zero Krusam customer-facing references.

✓Customizable branding with your logo, colors, and domain
✓Source-code access and deployment rights as defined in agreement
✓Deployment on your preferred VPS or cloud infrastructure
✓Data migration assistance from legacy spreadsheets or databases
✓Structured post-launch handover and technical support

Intended Users & Industry Alignment

  • 1B2B sales teams organizing customer pipelines in one place
  • 2Service businesses quoting, invoicing and supporting accounts
  • 3Marketing teams tracking campaign inquiries to completed sales
  • 4Growing businesses requiring custom-configured CRM workflows

Frequently Asked Questions

Realistic, truthful answers addressing licensing, hosting rights, and customization boundaries.

Can we customize the deal stages to match our sales methodology?

Yes. The Kanban pipeline allows administrators to define custom stages, probability percentages, and mandatory fields per stage.

How does lead capture work from multiple landing pages?

Krusam AI Sales CRM provides secure API endpoints and webhook URLs that accept lead submissions directly from WordPress, Next.js, Webflow, or advertising campaigns.

Is WhatsApp messaging included out of the box?

WhatsApp Cloud API integration requires an approved Meta developer account and template verification, which we configure as an add-on module.

Can we restrict reps from seeing each other's deals?

Yes. Fine-grained permissions allow sales reps to view only their assigned leads while managers have oversight over the entire pipeline.

Does the system support quotations in multiple currencies?

Yes. Multi-currency support (such as INR, AED, and USD) with configurable tax rules is supported in the quotation module.

Can we host the CRM on our own domain with our logo?

Yes. The white-label configuration includes your corporate branding, custom domain, and customized email templates.

Deployment Blueprint

Deployment TurnaroundProject-Scoped
Commercial TermsLicence + Implementation ScopeConfigured to your organization's user base and integration requirements.
Underlying Tech Stack
Next.jsReactNode.jsMySQL / PostgreSQLRedisDockerOpenAI / ClaudeTailwind CSS
Demonstrated Metrics
Unified
Multi-Channel Leads
Kanban
Pipeline Visibility
Flexible
Deployment Choices
All proposals include defined scope, IP terms, and data isolation.
✦ Ready for Evaluation

Schedule a Walkthrough of Krusam AI Sales CRM

Evaluate real module workflows, confirm integrations, and obtain a project proposal tailored to your team scale.

Schedule Walkthrough ✱

Krusam AI Sales CRM across India & UAE