By sector

Industry Solutions

CRM built around how your industry actually sells — with the records, workflows and reports your team uses every day.

Healthcare

Medical Sales CRM

DealTrako Medical Sales CRM gives medical device and healthcare sales teams one system for hospitals, branches, doctors, representatives and visit execution. Managers see territory coverage live, and reps follow AI-suggested visit plans.

Untracked doctor visits
GPS-verified check-ins
Scattered hospital data
Hospital & branch hierarchy

Pharmaceutical Sales CRM

DealTrako Pharmaceutical Sales CRM digitises the full MR workflow: tour programmes, doctor and chemist calls, sample distribution, expense claims and brand-wise secondary sales, with audit-ready records.

Manual DCR submissions
Real-time DCR
Sample leakage
Sample inventory per MR

Property

Real Estate CRM

DealTrako Real Estate CRM is built for developers, brokers and channel partners. Manage project inventory unit by unit, route leads to the right sales executive, and follow every buyer from first call to registration.

Leads leak from portals
Automatic lead capture
Inventory confusion
Live unit inventory

Construction and Project Sales CRM

DealTrako Construction CRM serves contractors, building material suppliers and project sales teams. Track project stages, influencers (architects, consultants, contractors), tenders and multi-phase deliveries.

Long project cycles
Project lifecycle tracking
Tender deadlines
Tender calendar

B2B

Corporate Sales CRM

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.

Fragmented account knowledge
360° account view
Unreliable forecasts
Weighted forecasting

B2B Sales CRM

DealTrako B2B Sales CRM supports SDRs and account executives with lead scoring, multi-touch sequences, meeting scheduling, pipeline management and revenue reporting.

Unqualified pipeline
Lead scoring
Inconsistent outreach
Sales sequences

Field Force

Field Sales CRM

DealTrako Field Sales CRM gives on-ground sales teams a simple mobile workflow and gives managers live visibility into attendance, visits, routes and orders across every territory.

No field visibility
GPS-based check-in
Fake attendance
Daily visit plans

Distribution

Distribution and Dealer CRM

DealTrako Distribution and Dealer CRM connects manufacturers, distributors and dealers. Track channel inventory, orders, schemes, credit limits and claims with full visibility across the network.

No secondary sales visibility
Dealer self-service portal
Scheme leakage
Scheme engine

Wholesale Business CRM

DealTrako Wholesale CRM is designed for wholesalers and traders who sell in bulk to retailers and businesses, with fast order entry, tiered pricing and outstanding management.

Phone & WhatsApp orders
Quick order entry
Complex pricing
Tiered price lists

Consumer Goods

FMCG Sales CRM

DealTrako FMCG Sales CRM equips salesmen and merchandisers to cover more outlets, book bigger orders and execute perfect-store standards, while leaders see numeric and weighted distribution in real time.

Outlet coverage gaps
Beat & outlet planning
Poor shelf execution
Retail audits

Industrial

Manufacturing CRM

DealTrako Manufacturing CRM is built for engineering and industrial manufacturers selling configured products through direct sales and dealers. Quotes, orders, dispatch and service history are linked to every customer.

Complex quotations
Configurable quotes
Disconnected order status
Order-to-dispatch tracking

Financial

Insurance Sales CRM

DealTrako Insurance Sales CRM serves agencies, brokers and POSPs selling life, health, motor and general insurance. Track every policyholder, renewal and commission across your agent network.

Lapsed renewals
Renewal automation
Scattered policy data
Policy repository

Financial Services CRM

DealTrako Financial Services CRM is designed for NBFCs, DSAs, wealth managers and advisory firms. Track loan files from lead to disbursement, manage portfolios and stay compliant with KYC and audit trails.

Loan files stuck
Loan file workflow
KYC compliance
KYC repository

Automotive

Automobile Dealership CRM

DealTrako Automobile Dealership CRM supports two-wheeler, car and commercial vehicle dealers. Manage showroom and digital leads, vehicle stock, finance and insurance, deliveries and service reminders.

Walk-ins not followed up
Enquiry capture
Test drive chaos
Test drive scheduler

Education

Education and Admission CRM

DealTrako Education CRM helps schools, universities, coaching centres and ed-tech companies manage the full admission cycle, from first enquiry to enrolment, with counsellor productivity and campaign ROI tracking.

Enquiries from many channels
Unified enquiry inbox
Slow counsellor response
Auto-assignment to counsellors

Retail

Retail Sales CRM

DealTrako Retail Sales CRM helps multi-store retailers capture customer data at billing, reward loyalty, send personalised offers and track store, staff and category performance.

Anonymous customers
Customer capture at POS
Generic promotions
Segmented campaigns

Travel

Travel Agency CRM

DealTrako Travel Agency CRM helps tour operators and travel agencies respond faster, send beautiful itineraries, manage supplier bookings and collect payments on schedule.

Slow quote turnaround
Itinerary builder
Lost enquiries
Central enquiry desk

Technology

IT and Software Sales CRM

DealTrako IT & Software Sales CRM tracks the technology buying journey: demos, proof of concepts, technical evaluations, proposals and contracts, plus renewal and expansion revenue.

Complex evaluations
Evaluation tracker
Renewal surprises
Renewal pipeline

Staffing

Recruitment CRM

DealTrako Recruitment CRM serves staffing agencies and RPO teams. It combines client business development with candidate pipelines, interview scheduling and placement billing.

Candidate data chaos
Candidate database
Mandate visibility
Mandate board

General

General Purpose Sales CRM

DealTrako General Purpose Sales CRM is ideal for small and growing businesses that need a clean, flexible CRM without industry-specific complexity. Start free with up to 3 users.

Leads in spreadsheets
Central customer database
Forgotten follow-ups
Smart reminders

Industry Solutions

Start free with up to 3 users, or book a personalised demo with our CRM experts.