◈ Focused Sales CRM • Visual Deal Pipeline • Native Mail Sync

Close More Deals Faster
Without the Enterprise Bloat.

A visual, high-speed CRM designed for real sales velocity. Track customer conversations, manage follow-up tasks, and forecast revenue with complete clarity.

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Deal Pipeline

Active Opportunities • ₹42.5 Lakhs Projected

1. New Leads (5) ₹6.2L

Acme Logistics Corp

₹1,80,000 / yr

Lead: Amit Nair • Inbound web

Delta Health Systems

₹2,40,000 / yr

Lead: Dr. Sunita Rao

2. Demo Scheduled (3) ₹12.8L

BluePeak Media

₹5,50,000 / yr

📅 Meeting tomorrow at 3 PM

3. Proposal Sent (4) ₹15.0L

Horizon Fintech Ltd

₹8,20,000 / yr

Quote sent via Lipiyo Mail

4. Won This Month (6) ₹8.5L

Zenith Tech Labs

₹3,60,000 / yr

✓ Closed

Visual Pipeline Board

Drag-and-drop deals across stages. Always know where every customer stands and identify sales bottlenecks before they impact monthly targets.

Direct Email Thread Sync

Your Lipiyo Mail inbox links right into the CRM timeline. Every sent quote, proposal, and client reply is archived under the lead automatically.

Task Reminders & Calls

Assign follow-up tasks to reps, schedule callbacks, and receive automated notifications so warm leads never grow cold.

Frequently Asked Questions

Questions about Lipiyo CRM.

Can I export and import leads via CSV? ▾

Yes! You can bulk import customer contacts and historical deals from spreadsheets or export filtered lead lists for targeted follow-up.

Is CRM included in the workspace subscription? ▾

Yes! Every paid Lipiyo Workspace user has full access to Lipiyo CRM at no additional monthly charge.