The Complete CRM Solution for Modern Sales Teams

Yukti CRM is designed to help sales teams of all sizes close more deals faster. With powerful automation, AI-driven insights, and seamless integrations, you can focus on building relationships while the system handles the rest.

All-in-One Platform

Manage leads, contacts, deals, and activities in one unified system

AI-Powered Intelligence

Get smart recommendations on next actions, deal priorities, and revenue forecasts

Seamless Integrations

Connect with your favorite tools including email, calendar, and communication apps

Key Metrics

30%

Increase in Sales Productivity

25%

Faster Sales Cycle

40%

More Qualified Leads

99%

Data Accuracy

Core Features

Everything you need to manage your sales process from lead to close

Lead Management

Capture leads from multiple channels including website forms, email, social media, and manual entry. Automatically score and qualify leads based on 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

Visualize your entire sales pipeline with customizable stages. Drag-and-drop deals between stages and get real-time insights into pipeline health.

  • 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

Get intelligent recommendations powered by machine learning. Know which deals to prioritize, when to follow up, and what actions will move deals forward.

  • 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 at scale.

  • 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 to track team performance, pipeline metrics, and revenue forecasts. Make data-driven decisions.

  • Customizable dashboards
  • Sales performance metrics
  • Pipeline velocity tracking
  • Revenue forecasting
  • Team leaderboards
  • Custom report builder

Advanced Capabilities

Take your sales process to the next level

Contact & Account Management

Maintain detailed profiles of contacts and accounts with custom fields, tags, and relationship mapping.

Activity Tracking

Automatically log all interactions including emails, calls, meetings, and notes in a unified timeline.

Quote & Proposal Generation

Create professional quotes and proposals with customizable templates and 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 to save time and ensure consistency.

Mobile App

Access your CRM on the go with native iOS and Android apps. Update deals, log activities, and stay connected.

AI-Powered Sales Intelligence

Yukti's AI engine analyzes millions of data points to provide actionable insights that help you close more deals

Smart Lead Scoring

Our AI automatically scores leads based on 50+ factors including demographics, behavior, engagement, and historical conversion data. Focus your time on leads most likely to convert.

Behavioral Scoring
Demographic Scoring
Engagement Scoring
Predictive Scoring

Next Best Action

Never wonder what to do next. Our AI analyzes deal stage, customer behavior, and historical patterns to recommend the most effective next action for each opportunity.

Example Recommendation:

"Send follow-up email with case study. Similar deals closed 40% faster with this action."

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

Get accurate revenue forecasts based on pipeline health, historical win rates, and deal velocity. Plan with confidence using AI-powered predictions.

  • Weighted pipeline forecasting
  • Win probability calculation
  • Seasonal trend analysis
  • Team performance tracking

Deal Risk Detection

Identify at-risk deals before they slip away. Our AI monitors deal activity, engagement patterns, and competitor signals to alert you when intervention is needed.

High Risk

No activity in 21 days, competitor mentioned

Medium Risk

Slow email response, deal stalled

Low Risk

Active engagement, positive signals

Real-World Success Stories

See how companies like yours are using Yukti CRM to drive growth

B2B SaaS

Challenge

Managing 500+ leads per month with a small sales team

Solution

Implemented AI lead scoring to prioritize high-value opportunities and automated follow-up sequences

Results

  • 40% increase in qualified leads
  • 25% faster sales cycle
  • 3x ROI in first quarter

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

  • 50% more property viewings
  • 30% higher conversion rate
  • Better client satisfaction

Consulting

Challenge

Long sales cycles with multiple stakeholders and touchpoints

Solution

Implemented account-based selling with relationship mapping and automated nurture campaigns

Results

  • 35% shorter sales cycle
  • 45% win rate improvement
  • Better forecast accuracy

Seamless Integrations

Connect Yukti CRM with your favorite tools and apps

Gmail

Outlook

Calendar

WhatsApp

LinkedIn

Slack

Zapier

Mailchimp

Plus hundreds more integrations via Zapier, webhooks, and our REST API

Ready to Transform Your Sales Process?

Join thousands of sales teams using Yukti CRM to close more deals faster

No credit card required • 14-day free trial • Cancel anytime