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Product

CRM Features That Connect Every Customer Stage

Give sales, delivery, billing and support teams one shared customer record, so handoffs stay visible and follow-ups do not disappear between tools.

Permanent Free plan
No credit card required
Connected workflow
Sales → delivery → billing → support
Built for India
Simple annual pricing
WhatsApp ready
Available on a separate plan

Why teams switch

Your customer data shouldn't be scattered across tools

When leads, conversations, tasks and reporting live in different places, follow-ups get missed and teams lose visibility. ReltiGrow brings the customer journey together in one CRM.

Follow-ups get missed

Lead ownership, next actions and activity history stay visible to the team.

Handoffs lose context

When a deal is won, projects, tasks, billing and support can continue from the same customer context.

Reporting takes manual effort

Use dashboards and reports instead of rebuilding the same status update every week.

Sales workspace

Know who to follow up, what is moving and what is stuck

Capture enquiries, assign owners, schedule activities and move opportunities through a clear pipeline. Every contact, note and next step stays attached to the customer.

  • Lead & opportunity management
  • Sales stages & ownership
  • Activities & reminders
  • Proposals & customer history
Explore Sales CRM

After the sale

Keep delivery, invoices and support connected to the customer

A CRM becomes more valuable when the customer journey does not end at “Won”. ReltiGrow keeps operational work close to the relationship.

Projects & tasks

Assign work, due dates and ownership after conversion.

Invoices & billing context

Keep commercial history connected to customer records.

Support tickets

Give the team customer context before they respond.

Automation

Reduce repetitive reminders and supported workflow steps.

CRM automation

Automate the Work That Slows Your Team Down

Reduce repetitive CRM work with automated follow-ups, reminders, task assignments and workflow actions. Keep important activities moving without relying on your team to remember every step.

Lead Assignment

Automatically route new enquiries to the right team member.

Follow-Up Reminders

Keep sales activities moving with timely reminders for the next action.

Task Automation

Create or assign tasks based on supported CRM events and workflows.

Notifications

Keep your team informed when important customer or sales activity happens.

Customer management

Everything Your Team Needs to Know About a Customer

Keep contacts, conversations, notes, activities, files, deals, projects, invoices and support history connected to one customer record.

Customer Profiles

Keep important customer information organised.

Activity History

See interactions, tasks, notes and follow-ups.

Sales & Deal History

Understand current and previous opportunities.

Projects & Billing

See ongoing work and commercial context.

Support History

Give your team context before responding.

Core capabilities

Explore ReltiGrow CRM Capabilities

Manage the complete customer journey with connected tools for sales, customers, projects, billing, support, automation, reporting and integrations.

Leads & deals

Capture, qualify, assign and progress opportunities through your sales process.

Contacts & customers

Keep people, companies, notes, files and activity history organised.

Projects & tasks

Turn won business into clear delivery work with owners and due dates.

Invoices

Create and track invoices while retaining customer and sales context.

Support

Track customer requests and keep service conversations structured.

Automation

Use reminders, notifications and supported workflow automation to reduce busywork.

Reports

Understand pipeline, work, billing and team activity without manual status sheets.

Integrations

Connect supported business tools, plus ReltiGrow WhatsApp on a separate plan.

Visibility

Turn CRM Data Into Clear Business Decisions

See pipeline health, sales activity, customer work, revenue and team performance from one connected view, without rebuilding reports across spreadsheets.

  • Pipeline overview
  • Lead and deal activity
  • Task and project progress
  • Revenue & billing context
  • Customer history
  • Team accountability

A clearer operating model

One customer journey, four connected stages

  1. 1

    Capture

    Bring new enquiries into a structured lead process.

  2. 2

    Convert

    Move opportunities through clear stages and next actions.

  3. 3

    Deliver

    Start projects and tasks without losing deal context.

  4. 4

    Retain

    Keep billing, support and customer history together.

Feature FAQ

Frequently Asked Questions About ReltiGrow CRM Features

What features does ReltiGrow CRM include?

ReltiGrow includes tools for lead and sales management, customer management, projects and tasks, invoicing, customer support, automation, reporting and business integrations. These capabilities are connected to help teams manage the customer journey from initial enquiry through ongoing customer work.

Can ReltiGrow manage leads and sales pipelines?

Yes. ReltiGrow helps teams capture enquiries, assign ownership, manage opportunities, track sales stages, schedule activities and keep customer history connected throughout the sales process.

Can ReltiGrow manage customers after a deal is closed?

Yes. ReltiGrow connects post-sale activities such as projects, tasks, billing and support with the customer information already maintained in the CRM.

Does ReltiGrow include CRM automation?

ReltiGrow includes automation capabilities designed to reduce repetitive CRM work and help teams manage follow-ups, reminders, assignments and supported workflow actions more efficiently.

Can ReltiGrow manage projects and tasks?

Yes. ReltiGrow connects projects and tasks with customer and sales information, helping teams manage delivery work while keeping the customer context accessible.

Does ReltiGrow include invoicing and billing?

ReltiGrow includes invoicing and billing capabilities so teams can manage customer-related financial activities alongside sales and other customer work.

Does ReltiGrow support WhatsApp?

ReltiGrow offers WhatsApp connectivity through its available WhatsApp plan. The WhatsApp plan is separate from CRM pricing and Meta messaging charges may apply.

See how ReltiGrow fits your business

Start with the permanent Free plan or open the live product demo and explore the workflow.

Permanent Free plan · No credit card · 15-day money-back guarantee on first paid plan

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