Corporate Sales CRM

Corporate Sales CRM for predictable enterprise revenue

Manage accounts and stakeholders, run opportunities through a visual pipeline, send quotations and forecast with confidence.

Free for 3 users Mobile ready Fully customisable
31%Win rate
Follow-up dueTata Projects

DealTrako Corporate Sales CRM helps B2B sales teams sell to companies with long cycles and many stakeholders. Accounts, contacts, opportunities, quotations and forecasts are all connected in one place.

92%
Forecast accuracy
-18 days
Shorter sales cycles
10x faster
Quote turnaround
+15%
Higher win rates
Challenges we solve

Why corporate sales teams outgrow spreadsheets

Fragmented account knowledge

Stakeholder relationships are known only to individual reps.

360° account view

Every contact, deal, email and activity on one account timeline.

Unreliable forecasts

Pipeline numbers are guesses compiled in spreadsheets.

Weighted forecasting

Stage probabilities and close dates produce reliable forecasts.

Slow quotations

Quotes are built manually and versions get lost.

Quotation builder

Generate branded quotes from products and price lists.

Missed follow-ups

Long cycles mean deals stall silently.

Automated follow-ups

Reminders and tasks trigger at every stage change.

Corporate Sales features

Everything your corporate sales team needs

Company & account management

Parent-child accounts, industries, revenue and owners.

Contact management

Stakeholder roles, influence and relationship mapping.

Lead generation

Web forms, imports and enrichment for new leads.

Opportunity management

Deal value, stage, competitors and close dates.

Sales pipeline

Drag-and-drop Kanban pipeline with stage rules.

Quotation management

Versioned quotes with taxes, discounts and approvals.

Follow-up scheduling

Calls, meetings and reminders on every deal.

Task assignment

Assign tasks across sales, pre-sales and finance.

Sales forecasting

Weighted, committed and best-case forecasts.

Team performance

Quota attainment, win rates and activity metrics.

Email integration

Log emails to accounts and deals automatically.

Reports & analytics

Custom dashboards for leaders and reps.

How it works

Your corporate sales workflow, simplified

Import accounts

Bring in your companies and contacts with owners.

Qualify opportunities

Convert leads into opportunities with value and stage.

Quote & negotiate

Send quotations and track approvals and versions.

Forecast & close

Leaders review forecasts and help close key deals.

Business impact

Results corporate sales teams can measure

Typical improvements reported by teams after moving from manual processes to DealTrako. Actual results vary by business.

92%

Forecast accuracy

Weighted pipeline you can trust.

-18 days

Shorter sales cycles

Automated follow-ups keep deals moving.

10x faster

Quote turnaround

Generate quotes in minutes.

+15%

Higher win rates

Better qualification and coaching.

Pricing

Corporate Sales CRM pricing

Prices in INR, exclusive of GST · Showing pricing for Corporate Sales CRM

Free

For small teams getting started

₹0/ month
Up to 3 users · No credit card
  • Users: Up to 3
  • Storage: 500 MB
  • Lead & contact management
  • Basic task management
  • Basic dashboard
  • Industry-specific modules
  • Deal pipeline
  • Mobile access
  • Standard reports
Start Free

Starter

For growing sales teams

₹399 / user / month
Billed ₹4,788 per user annual · ₹5,988
  • Users: 3 – 25
  • Storage: 5 GB
  • Lead & contact management
  • Basic task management
  • Basic dashboard
  • Industry-specific modules
  • Deal pipeline
  • Mobile access
  • Standard reports
Start Starter
14-day free trial available

Enterprise

For large and complex organisations

Custom
50+ users · Tailored to your needs
  • Users: 50+ (custom)
  • Storage: 500 GB+
  • Lead & contact management
  • Basic task management
  • Basic dashboard
  • Industry-specific modules
  • Deal pipeline
  • Mobile access
  • Standard reports
Contact Sales

View Live Demo

Explore a live Corporate Sales workspace with sample data.

Request Personalised Demo

A specialist walks you through your exact use case.

Book a demo

Watch Product Walkthrough

A short guided tour of the key workflows.

See walkthroughs
FAQ

Corporate Sales CRM questions

Still have questions? Talk to our team.

Yes. Build quotations from your product catalogue with taxes, discounts and approval rules, then share them as PDF.

Each stage has a probability. The forecast combines deal value, probability and expected close date, with commit and best-case views.

Yes. Emails can be logged automatically against contacts, accounts and opportunities.

Start your Corporate Sales CRM today

Free for up to 3 users. No credit card required.