SquadCRMSquadCRM

Product tour

See SquadCRM before you subscribe

Interactive tour plus a gallery of real product surfaces — pipeline, WhatsApp, GST billing, support, analytics, and field CRM.

Dashboard

Revenue snapshot · this week

UATAJ
Open pipeline₹1.42Cr
Won MTD₹52.3L
New leads128
SLA open3

Wins by week

Today's priorities

  • Send Acme revised quoteHigh
  • WA follow-up · HarborMed
  • Demo prep · PixelMed

Interactive preview — dashboard, pipeline, leads, WhatsApp, invoices, tickets, SquadBI, and Ask Squad.

Product gallery

Screens that sell the product

High-fidelity SquadCRM surfaces — dashboard through field check-ins — ready for decks, demos, and landing proof.

SquadCRM dashboard revenue snapshot

Dashboard

Pipeline value, wins, leads, and priorities at a glance.

SquadCRM pipeline kanban

Pipeline

Stage-weighted deals with forecast-ready kanban columns.

SquadCRM leads list

Leads

Scored inbound with source, owner, and status filters.

SquadCRM contacts directory

Contacts

People directory with quick call and WhatsApp actions.

SquadCRM deal detail and risk

Deal detail

Timeline, fields, and AI deal health in one workspace.

SquadCRM WhatsApp campaigns

WhatsApp

Broadcasts, delivery analytics, and chat-to-lead.

SquadCRM email inbox

Email inbox

Shared inbox with AI reply drafts beside the thread.

SquadCRM marketing sequences

Sequences

Multi-step email, WhatsApp, and call cadences.

SquadCRM tasks board

Tasks

Today / this week boards so nothing slips.

SquadCRM calendar and meetings

Calendar

Demos and discovery calls next to the month view.

SquadCRM support tickets

Tickets

Priority, SLA, and reply pane for support teams.

SquadCRM quotes and CPQ

Quotes

Line items, GST totals, send and convert to invoice.

SquadCRM GST invoices

GST invoices

GST-aware billing with payment link status.

SquadCRM SquadBI reports

SquadBI

Funnel, revenue trend, and rep leaderboard.

SquadCRM Ask Squad AI

Ask Squad

Natural-language answers with approval safeguards.

SquadCRM field check-ins map

Field CRM

GPS check-ins, visit plans, and on-site notes.