Built for distributors who juggle 200+ parties across 3 cities. Jupeak CRM replaces four tabs — your ledger, WhatsApp, quotes, and sticky notes — with one Customer 360° that updates in real time.
Because it IS your ledger. No "sync every 15 min", no mismatched invoice numbers, no accountant vs sales blame game.
Capture from web form, WhatsApp bot, manual or CSV. Round-robin assign to sales reps. Every lead scored 0-100 by AI based on profile + behaviour signals.
Unified profile for Indian compliance. Multiple companies per contact, visiting card photo, tags, custom fields. All searchable from anywhere.
One click converts a won deal to a quotation, then to a sales order, then to an invoice + delivery challan. Stock deducts, ledger posts, GST auto-calculates.
Invoices, payments, outstanding, WhatsApp history, open tasks, open deals, purchase history, credit utilisation, AI health score — on one screen.
Every call, meeting, email, WhatsApp message auto-logged with timestamps. No "update your CRM" nagging because the CRM updates itself from the source.
"Follow up in 3 days", "Send catalog for monsoon SKUs", "Offer ₹500 discount — 78% closes here". Every recommendation cites the data behind it.
Pipedrive-style Kanban with the one thing Pipedrive can't do: drop a deal on "Won" and watch your books post the journal entry.