Capture leads from WhatsApp and Facebook, track sales pipelines, automate customer follow-ups, and convert leads faster with Zylo CRM — India's top sales crm.
Trusted by over 10,000+ growing businesses across Mumbai, Delhi NCR, Bangalore, Kolkata, Hyderabad, and Pune.
Losing track of prospective leads in unorganized spreadsheets reduces sales conversion rates. Zylo CRM provides an end-to-end sales crm solution integrated with best team management software, gst billing software, and best accounting software.
Auto-capture leads from WhatsApp Cloud API, Facebook Ads, IndiaMART, TradeIndia, and your website into a centralized sales funnel.
Manage deals visually across custom stages like Lead In, Meeting Fixed, Quotation Sent, Negotiation, and Deal Closed.
Engineered on high-performance microservices architecture for 99.99% uptime and instant response times.
Connect Zylo CRM directly with Shopify, WooCommerce, custom ERPs, and banking gateways using secure JSON REST APIs and real-time event webhooks.
Hosted on isolated AWS and Google Cloud servers across Indian data centers in Mumbai and Hyderabad for low latency and total tenant data isolation.
Native mobile applications for Android and iOS synchronize offline data seamlessly when internet connectivity is re-established.
Explore the core capabilities that make Zylo CRM the top choice for Indian enterprises.
Collect inquiries automatically from website forms, incoming phone calls, WhatsApp messages, and B2B portals.
Assign incoming leads to sales reps based on round-robin rules, geography, or deal size.
Send automated WhatsApp message sequences, product brochures, and follow-up templates.
Convert winning sales leads into official GST quotations and invoices in 1 click.
Record client call notes, meeting schedules, and interaction history in a unified customer timeline.
Predict monthly revenue, track conversion metrics, and evaluate individual sales rep performance.
Maintain complete audit logs for every transaction edit, voucher creation, and user activity timestamp to comply with MCA rules.
Customize invoice layouts, purchase order terms, quotation headers, and delivery challans with drag-and-drop design fields.
Stay fully protected against tax audit penalties with automated regulatory updates.
Fully compliant with Rule 48(4) for mandatory B2B electronic invoice generation and Rule 138 for inter-state consignment E-Way bills. Automated HSN code validation ensures zero voucher errors.
Automate Tax Deducted at Source (TDS) calculations under Sections 194C, 194J, and 194H. Complete employee payroll calculations compliant with EPF Act 1952, ESI Act 1948, and state Professional Tax rules.
Tailored solutions engineered specifically for Indian market dynamics.
Track site visit requests, manage property inventory, and send project brochures via WhatsApp.
Manage student inquiries, track counselor follow-ups, and automate fee payment reminders.
Track long sales cycles, manage complex technical quotations, and coordinate field visits.
Manage demo schedules, track trial conversions, and automate subscription renewal follow-ups.
Manage patient billing, test package pricing, diagnostic inventory consumables, and practitioner schedules.
Centralize sales billing and inventory replenishment for multi-outlet retail brands with centralized reporting.
Case study from a property consultancy firm in Kolkata.
See how Zylo CRM compares against legacy software tools.
| Feature Matrix | Zylo CRM (Unified Cloud) | Legacy Desktop ERP | Basic Spreadsheets |
|---|---|---|---|
| Official WhatsApp Cloud API | ✅ Native Integration | ❌ High Add-on Fee | ❌ No Integration |
| Indian B2B Lead Auto-Capture | ✅ IndiaMART/TradeIndia | ❌ Requires Zapier | ❌ Manual Import |
| Built-in GST Billing Integration | ✅ Direct Link | ❌ No Billing | ❌ No Billing |
| GPS Field Rep Location Tracking | ✅ Built-in Mobile App | ❌ Not Supported | ❌ Not Supported |
| Local Phone & Chat Support | ✅ Local Indian Support | ❌ US Email Only | ❌ Forum Support |
| Affordable Monthly Pricing | ✅ INR Pricing | ❌ Expensive USD | ❌ USD Per User |
Get up and running in under 15 minutes with zero technical overhead.
Link your website forms, WhatsApp API, and Facebook Ad accounts.
Customize deal pipeline stages to match your sales process.
Add sales reps, assign lead quotas, and set access permissions.
Track pipeline activities, send WhatsApp brochures, and convert leads.
Your corporate ledgers, inventory records, and employee data are protected by bank-grade security protocols.
Bank-grade data security in transit and at rest across cloud servers.
Certified Information Security Management System compliance.
Hourly automated cloud backups with zero data loss guarantee.
Answers to common questions regarding implementation, security, pricing, and features.
Zylo CRM offers native WhatsApp integration, automated IndiaMART lead capture, GPS field tracking, and direct GST billing link.
Yes! Incoming leads from Facebook, Google Ads, IndiaMART, TradeIndia, and your website flow into your CRM instantly.
You can send automated welcome messages, product catalogs, and follow-up templates directly from your CRM dashboard.
Yes! The mobile app records GPS check-ins, client visit notes, and call logs.
Yes! Convert deals into professional GST quotations and billing vouchers in 1 click.
In competitive markets across Mumbai, Delhi, Bangalore, Kolkata, and Hyderabad, rapid lead response is crucial. Zylo CRM delivers the sales crm tools needed to capture, nurture, and close deals efficiently.
In addition to core operational features, Zylo CRM delivers unmatched scalability for fast-growing enterprises across India. Modern businesses operating in competitive hubs like Mumbai, Delhi NCR, Bangalore, Kolkata, Chennai, Hyderabad, and Pune require seamless integration between front-office sales and back-office accounting ledgers. By consolidating your software stack into Zylo CRM, you eliminate data silos and accelerate business decision-making.
Never lose a lead again. Automatically capture inquiries across WhatsApp, web forms, and social media, assigning them instantly to sales agents.
Our platform enforces strict compliance with Indian statutory requirements, including automated HSN/SAC code lookups, dynamic e-Way bill distance calculations, and real-time reconciliation of GSTR-2B input tax credits. This ensures your tax returns are 100% audit-ready while maximizing eligible tax savings.
Monitor sales agent activities, client visit schedules, and call logs with our best team management software features.
Managing inventory and sales through connected channels prevents overselling and optimizes stock turnover. Every transaction recorded by your billing staff or field sales representatives triggers automated stock deductions, party ledger updates, and bank reconciliation entries instantly.
When deals close, generate GST invoices instantly through our gst billing software and best accounting software engine. Zylo CRM automatically links your sales data to the accounts department, reducing manual entry errors and ensuring total audit compliance. By bridging the gap between sales pipelines and financial ledgers, you can track customer profitability, automate retainer billing, and issue tax invoices with one click.
With native mobile apps for iOS and Android, team members can collaborate seamlessly from any location. Access real-time financial statements, manage field team attendance, check inventory availability, and approve purchase orders anywhere, anytime. Our mobile solution ensures your business operations keep moving forward, even when teams are on client site visits or working from remote offices across India.
Additionally, the integrated reporting engine generates dynamic dashboards showing real-time sales conversions, branch-wise revenue trends, and agent-wise deal closings. Zylo CRM empowers management teams with data-backed insights, ensuring you make informed strategic choices to accelerate company growth and scale logistics smoothly.
Join 10,000+ Indian businesses that trust Zylo CRM for team management, GST billing, and accounting.