CRM
+LEAD
AI
360°
SBL CUSTOMER RELATIONSHIP MANAGEMENT

Turn every customer into a relationship.

Manage leads, customers, sales pipelines, conversations and follow-ups from one intelligent CRM built for modern businesses.

LEADS CUSTOMERS SALES AUTOMATION
SBL CRM
− □ ×
GOOD MORNING, ANKIT

Sales Dashboard

TOTAL CUSTOMERS 0 +9.2%
ACTIVE LEADS 0 +18.4%
PIPELINE ₹42.8L +12.8%
CONVERSION 28.6% +4.8%
SALES PERFORMANCE ₹18.4L
Last 6 months
APR MAY JUN JUL AUG SEP
NEXT ACTIVITIES 14
AK
Follow-up call Acme Industries
10:30
RM
Demo meeting Reliance Motors
12:00
SK
Proposal review SK Enterprises
15:30
ONE CONNECTED CRM

Stop managing customers in pieces.

SBL brings your customer information, conversations, opportunities and activities into one connected workspace.

01 Capture Leads
02 Understand Customer 360°
03 Convert Sales Pipeline
04 Grow Retention
CUSTOMER 360°

Your customer has a story.

SBL CRM keeps the complete customer journey together — from the first interaction to repeat business.

AK
Aarav Kumar Acme Industries
CUSTOMER SCORE 92
EMAIL aarav@acme.com
PHONE +91 98XXXXXX42
OPEN DEALS 06
Proposal sent Today · 10:42 AM
₹8.4L
Sales meeting completed Yesterday · 4:15 PM
Meeting
Opportunity created 2 days ago
New
Lead qualified 5 days ago
Qualified
SALES PIPELINE

See every deal. Move every deal.

Give your sales team a clear view of every opportunity and what needs to happen next.

NEW LEADS 12
ACME ERP Transformation ₹4.8L
AK
NOVA CRM Deployment ₹2.4L
RM
QUALIFIED 08
VISTA Analytics Suite ₹3.7L
AK
PROPOSAL 05
SK GROUP Logistics CRM ₹6.9L
RM
WON 04
GLOBAL TECH Enterprise CRM ₹12.1L
✓
PRIME Sales Automation ₹4.6L
✓
CRM CAPABILITIES

Built around your sales team.

01
◉

Lead Intelligence

Capture leads from every channel, qualify them and automatically route them to the right team.

CAPTURE → QUALIFY → ASSIGN
◎

Contact Management

Keep people, companies, conversations and customer history connected.

02
◇

Opportunity Management

Track deals from first conversation to final conversion.

03
◷

Activities & Follow-ups

Never lose track of a call, meeting or follow-up.

04
↗

Sales Automation

Automate repetitive actions across your sales process.

05
WORKFLOW AUTOMATION

Build the workflow. Let SBL run it.

Automate repetitive customer and sales processes with visual workflows.

WHEN
◉
New Lead

Lead is created

IF
◇
Lead Score

Score > 70

THEN
↗
Assign Sales

Notify team

AFTER
◷
Follow-up

After 24 hours

BUSINESS INSIGHTS

Your CRM should answer questions.

REVENUE TREND ₹18.4L
+24.8%
CONVERSION RATE 28.6%
CUSTOMER RETENTION 91.4%
SALES TARGET 84%
SBL AI

Don't just store customer data. Understand it.

SBL AI helps identify important customer signals, prioritize opportunities and suggest the next action for your sales team.

SBL AI ASSISTANT ● LIVE
YOU

Which customers should my team follow up with today?

AI
I found 7 high-priority opportunities.

Acme Industries has increased engagement by 34% this week. Their current deal value is ₹8.4L.

PRIORITY Acme Industries
ONE PLATFORM. EVERY RELATIONSHIP.

Build relationships that grow.

Bring your leads, customers, sales and automation together with SBL CRM.