Closelyt / Sales CRM
Every lead.Closer.
An actionable CRM that pulls every enquiry — ads, forms, QR codes, calls and WhatsApp — into one pipeline your team actually works.
Leads
1,284
Qualified
412
Pipeline
₹2.4Cr
Leads this month
- New
Ravi Kumar
3 BHK · Whitefield
- Contacted
Priya Nair
Policy renewal
- Qualified
Arjun Shah
Demo request
Leads arrive from
everywhere.
They should land
somewhere.
Ad platforms, website forms, spreadsheets, printed QR codes and exhibition floors. Closelyt puts every one of them through the same intake — validated, de-duplicated, attributed, assigned.
- Meta Lead AdsIn
- Google AdsIn
- Website formsIn
- QR codesIn
- WhatsAppIn
- SpreadsheetsIn
- ExhibitionsIn
One CRM. One pipeline.
From first click to closed deal.
01 — Capture
The enquiry arrives
A Meta Lead Ad form is submitted at 9:41. Closelyt validates the number and checks it against every existing lead.
02 — Assign
It finds an owner
Routing rules read the campaign, city and product interest, then hand the lead to the right salesperson.
03 — Converse
The first contact
Click to call from the lead record. Log the outcome. Send a WhatsApp template. Every touch lands on the same timeline.
04 — Advance
It moves forward
Stage changes, scheduled follow-ups and a booked meeting — visible to the manager without asking anyone.
05 — Close the loop
The outcome goes back
Marked Won, the result flows into reporting and back to Meta, so the campaign learns what a real customer looks like.
Seven things, built to work as one.
- 01Lead managementEvery lead in one record: contact, source, campaign, owner, stage, value and full history.Explore →Qualified
Ravi Kumar
+91 98••• •••42
Meta Ads₹2,50,000Assigned to Rahul - 02Meta Lead AdsConnect pages and forms, map fields once, receive leads in real time and send events back.Explore →Summer CampaignLiveNew
Ravi Kumar
New lead · Closelyt
- 03Forms & QRBuild a form, embed it or print it as a QR code. Same validation, same routing, same CRM.Explore →Closelyt FormNamePhoneSubmitScan
Submission received → lead created
- 04WhatsAppApproved templates, business-hours automation and conversation history on the lead.Explore →Ravi KumaronlineHi Ravi, following up on your enquiry.CRM activity created · WhatsApp
- 05CallsClick to call, log outcomes, capture duration and attempts, and see who is following up.Explore →
Ravi Kumar
Outgoing · 12:34
Status
Answered
Attempt
3rd
Duration
12:34
QualifiedOutcome · Interested - 06Follow-upsScheduled, assigned and escalated. Nothing depends on someone remembering.Explore →Follow-up scheduled1213141516171819202122232425Tomorrow10:30 AM
- 07AnalyticsSource and campaign performance, stage conversion, team activity and revenue attribution.Explore →
Leads
1,284
Qualified
436
Converted
128
Source performance · last 7 days
Closelyt / Sales CRM
Closelyt — every lead closer, every conversation connected, every opportunity in one place.
Leads arrive from
everywhere.
They should land
somewhere.
Ad platforms, website forms, spreadsheets, printed QR codes, exhibition floors and the enquiry someone typed into a notebook. Closelyt puts every one of them through the same intake — validated, de-duplicated, attributed, assigned.
01 — Capture
The enquiry arrives
A Meta Lead Ad form is submitted at 9:41. Closelyt receives it in real time, validates the number and checks it against every existing lead.
Ravi Kumar
+91 98••• ••210 · Bengaluru
Source
Meta Lead Ads
Campaign
Summer Enquiry
Owner
Unassigned
- Lead captured09:41
- Assigned to Rahul Menon09:41
- Call — Interested (04:12)10:05
- Meeting confirmed on WhatsApp10:19
- Won · ₹4,80,000 · sent to MetaFri
Source performance
Seven things, built to work as one.
- 01Lead managementEvery lead in one record: contact details, source, campaign, owner, stage, value and the full history of what was said.Explore →Qualified
Ravi Kumar
+91 98••• •••42
Meta Ads₹2,50,000Assigned to Rahul - 02Meta Lead AdsConnect pages and forms, map fields once, receive leads in real time and send qualified and won events back to Meta.Explore →Summer CampaignLiveNew
Ravi Kumar
New lead · Closelyt
- 03Forms & QRBuild a form, embed it on your site or print it as a QR code. Same validation, same routing, same CRM.Explore →Closelyt FormNamePhoneSubmitScan
Submission received → lead created
- 04WhatsAppApproved templates, business-hours automation and full conversation history attached to the lead.Explore →Ravi KumaronlineHi Ravi, following up on your enquiry.CRM activity created · WhatsApp
- 05CallsClick to call, log outcomes, capture duration and attempts, and see who is actually following up with leads.Explore →
Ravi Kumar
Outgoing · 12:34
Status
Answered
Attempt
3rd
Duration
12:34
QualifiedOutcome · Interested - 06Follow-upsScheduled, assigned and escalated. Nothing depends on someone remembering.Explore →Follow-up scheduled1213141516171819202122232425Tomorrow10:30 AM
- 07AnalyticsSource and campaign performance, stage conversion, team activity and revenue attribution.Explore →
Leads
1,284
Qualified
436
Converted
128
Source performance · last 7 days
- Lead sources unified
- 0Lead sources unifiedAds, forms, QR, sheets, API, manual
- Of activity on the record
- 0%Of activity on the recordCalls, WhatsApp, notes, stage changes
- From submit to assigned
- 0sFrom submit to assignedReal-time intake and routing
- Place your team looks
- 0Place your team looksWeb and mobile, same data
The same CRM, shaped to how you sell.
Stages, fields and forms are configured per workspace. Pick an industry to see what that looks like.
Real estate
Site visits, unit interest and broker attribution.
Custom fields
- Budget
- Configuration
- Possession
- Locality
Pipeline stages
- 01New
- 02Contacted
- 03Site visit
- 04Negotiation
- 05Booked
Leads · Real estate
- Site visit
Ravi Kumar
Meta3 BHK · Whitefield
- Contacted
Meera Iyer
Website2 BHK · Ready to move
- Negotiation
Sanjay Rao
QRVilla · ₹3.2Cr
Your workspace. Your data. Your rules.
Every company gets an isolated workspace with its own users, packages, forms and integrations. Roles decide who sees which leads — and nothing leaks between tenants.
- OwnerBilling, workspace settings, every lead
- AdminUsers, forms, integrations, reports
- ManagerTheir team's leads, targets, follow-ups
- SalesAssigned leads, calls, WhatsApp, notes
My leads · Today
- Ravi KumarMeta · ₹4.8LMeeting
- Priya NairWebsiteContacted
- Arjun ShahQR · ExpoQualified
- Meera IyerGoogleNew
Start where you are.Grow when you're ready.
Plans, limits and feature access are managed by Closelyt and can change per package. Figures shown here are placeholders until final pricing is published.
Growth · Most complete
- Users
- Up to 10 users
- Leads
- Higher lead limit
- Forms
- Unlimited forms
- Everything in Starter
- Meta Lead Ads & Meta Ads
- Google Forms & Sheets sync
- Lead attribution & analytics
- Team management & roles
Everything teams ask before they switch.
Pricing, integrations, setup time and the lead sources Closelyt supports.
Pricing
Per user, per month, billed monthly or annually. Every plan includes the full CRM — leads, pipeline, calls, follow-ups and analytics. Higher plans add integrations, automation, advanced reporting and priority support. Annual billing saves two months.
Integrations
Setup time
Lead sources