Lead capturePipelineCallingAI
Every lead,woven intoone pipeline.
LoomTrix CRM captures leads from Meta Ads, WhatsApp and your website, routes each one to the right rep in seconds, and tracks every call, task and deal until it closes.
Aarav Sharma
Lead form · Premium plan enquiry
- Active users
- 0+
- Leads managed
- 0K+
- Uptime SLA
- 0.0%
- Average rating
- 0.0/5
Plugs into
- Meta Ads
- Gmail
- Razorpay
- Airtel IQ
- Exotel
- Voxbay
[ 01 ]The workspace
One workspace for every lead, call and deal.
Reps work from a single screen: the lead, its score, the clock on the first reply and every conversation so far. Managers see the same data rolled into a forecast they can trust.
Deals · This quarter
48 open · 4 stages
Weighted forecast
₹18.6L
Aarav Sharma
Meta Ads · Premium plan enquiry · Kochi
Lead score
86/100
- Budget above ₹40,000+30
- Source: Meta lead ad+25
- Replied on WhatsApp+20
- Answered first call+11
First-response SLA
Escalates to the manager on breach
04:12
Activity
Captured from Meta Ads
10:02Premium plan enquiry form
Auto-assigned to Priya N.
10:02Round-robin · Inside sales
Call · 4m 12s
10:09Recording saved · Wants pricing
WhatsApp reply
10:31“Can you share the quote today?”
Quote Q-1042 sent
10:48₹45,000 + GST
Revenue · MTD
₹28.5L
+18%
Win rate
32%
+4 pts
Avg. first response
3m 40s
−52%
New leads
1,248
+9%
Weekly revenue
Last 12 weeks
Leaderboard · Won
- 01Priya N.₹6.2L
- 02Arjun R.₹5.1L
- 03Vikram S.₹4.4L
- 04Riya K.₹3.0L
[ 02 ]What's inside
Four jobs your spreadsheet was never built for.
Most teams start with lead capture and grow into the rest — because once every lead lives in one place, automating what happens next gets easy.
- 01
Capture & route
Leads arrive on their own and reach the right rep before they cool off.
- Meta & Instagram lead ads, synced live
- Website forms and CSV imports
- Rule-based scoring and duplicate checks
- Round-robin auto-assignment
- 02
Pipeline & deals
Stages shaped around how your team actually sells — with a forecast you can defend.
- Custom pipelines with drag-and-drop stages
- Weighted revenue forecast
- Alerts on deals going stale
- Tasks, accounts and contacts
- 03
Calls & conversations
Every touchpoint lands on the lead's timeline automatically — nothing lives in a notebook.
- Click-to-call via Airtel IQ, Exotel & Voxbay
- Call recordings on every lead
- WhatsApp and email threads on the lead
- AI meeting summaries
- 04
Quote to cash
Take a won deal all the way to an invoice without exporting a thing.
- Quotes, sales orders & GST invoices
- Products, inventory & warehouses
- Customisable analytics dashboards
- Team targets, leaderboard & PDF reports
[ 03 ]How leads move
From first click to closed deal, with no dropped handoffs.
Five stages, automated where it helps and human where it matters. Each one ends with something your team can act on.
[ 04 ]What changes
The difference shows up in week one.
Growth stalls when a sales team runs on people remembering things. Here is what LoomTrix CRM replaces.
Leads copied from Facebook into a spreadsheet
becomes: Leads in the pipeline seconds after the form is sent
Hot leads going cold over the weekend
becomes: SLA clocks and auto-assignment that never clock out
Managers chasing reps for status updates
becomes: Live dashboards and a leaderboard everyone can see
Call outcomes living in someone's notebook
becomes: Every call logged and recorded against the lead
Quotes and invoices rebuilt in Excel
becomes: Quote to GST invoice without leaving the CRM
[ 05 ]Built to be trusted
Isolated by design, not by policy.
Customer data is the most sensitive thing a sales team holds. LoomTrix CRM keeps every workspace separate at the database level — and every rep sees exactly what their role allows.
- 01
A private schema per workspace
Every company on LoomTrix CRM runs in its own isolated database schema. Your records never share tables with anyone else's.
- 02
Sessions bound to your workspace
Sign-in tokens are only accepted by the workspace that issued them, so a credential from one company is useless in another.
- 03
Visibility by role
Reps see their own leads, managers see their team, admins see everything — one set of rules across leads, tasks, calls and deals.
- 04
Built for how India sells
Rupee-first numbers, GST-ready quotes and invoices, Razorpay billing, and telephony through Airtel IQ, Exotel and Voxbay.
[ 06 ]Pricing
Priced per seat. No surprises.
Pay for the people who sell, and scale as the team grows. Every plan includes unlimited leads.
Professional
Most teams start here₹700/ user / month
+ 18% GST applicable
Everything a sales team needs to capture, work and close leads.
- Unlimited leads
- Meta Ads auto-import
- Workflow automations
- Integrated calling
- Manager analytics & PDF reports
- Task management with Kanban
- Team performance tracking
- Live sales leaderboard
- Priority support
Enterprise
Custom
Tailored to your organisation
For large, multi-team organisations that need AI, control and a dedicated partner.
- Everything in Professional
- AI meeting summaries
- Unlimited users
- Custom branding & white-label
- API access
- Dedicated account manager
- SLA guarantee
- On-premise deployment option
[ 07 ]Customers
Teams that stopped selling from spreadsheets.
We imported 500+ leads from Meta Ads and the auto-assignment rules saved us 4 hours a day. Enrollment jumped 35% in the first month.
Vikram S.
Sales Director, CloudNine
Manager analytics with daily targets and PDF reports made performance reviews effortless. My team's call volume doubled in 3 weeks.
Ananya R.
CEO, MediaPulse
The built-in calling and live leaderboard changed our game. Every interaction is tracked and the team is genuinely competitive now.
Karan M.
Founder, FinServe
[ 08 ]Start here
Stop running sales on memory.
Book a walkthrough with our team. We'll map how leads reach you today and show you the same flow inside LoomTrix CRM.
What you walk away with
- 01A walkthrough built around how your team sells
- 02A plan to bring your existing leads across
- 03Pricing for your team size, GST included