Pre-Built Template

IT Sales & Support CRM

The all-in-one operating platform for software agencies and IT support vendors. Walk through it below, step by step.

Step 01

Create Your Workspace

Start in sixty seconds; initialize your operational database with zero server setup and layouts pre-tuned for agency models.

Zero Server Setup: Instant cloud database initialization.

Pre-Configured Layouts: Tuned specifically for agency models.

Step 02

Assign roles and permission levels; control who sees what, instantly.

Unified Team Invites: Add members with role allocations.

Role-Based Access: Control permissions matching company hierarchies.

Step 03

Drag deal cards across pipeline stages; SLA warning indicators surface at-risk requests automatically.

Visual Board Controls: Drag and drop cards across pipeline stages.

SLA Tracking: Warning indicators surface at-risk requests automatically.

Step 04

Official WhatsApp Business templates for billing updates and license renewals — a client can literally reply "YES" to renew.

Official Sender Profiles: Direct system templates for billing updates.

Interactive Message Replies: Clients can reply "YES" to renew licenses.

Step 05

Every outgoing call, its duration, and the client identity, logged automatically to the CRM record.

Integrated Call Logs: Outgoing calls and duration logged automatically.

Cloud Sync: Client identity synced directly with the CRM database.

Pricing & Plans

Explore complete pricing tiers, active cloud deployments, and custom enterprise packages directly on SartthiCRM.

No Hidden Setup Fees

Instant Cloud Activation

Tailored Indian Business Workflows

FAQ

Does the SLA tracker send alerts automatically?

Yes — SLA Alert Alarms trigger automatically once a support request exceeds its baseline response window.

Can I use my own WhatsApp Business number?

Yes on the Enterprise Self-Host plan, which includes custom SMTP & WhatsApp sender configuration.