KOOPS CRM captures leads from every source, assigns them to the right salesperson, runs the follow-ups, keeps every conversation in one place, tracks field visits and tells you exactly what needs attention. Less manual work. More selling.
Trusted to power businesses for over a decade — from the shop floor to the field.
of building business software for Indian sales and operations teams.
working inside KOOPS-powered solutions every day.
activities managed every single day across the KOOPS platform.
KOOPS takes over the repetitive sales work — capturing, assigning, chasing, logging and reporting — so your team can spend their day selling instead of managing the process.
Every enquiry from every source lands in one place, complete and assigned — seconds after it arrives. No spreadsheets. No copy-pasting. No leads lost in different inboxes.
| Lead | Source | Owner | Stage | Next action |
|---|---|---|---|---|
| RMRakesh Metal Works | IndiaMART | Priya S. | New | Welcome sent · 2 min ago |
| SPSunrise Polymers | Website | Amit K. | Contacted | Catalogue shared |
| VEVertex Electricals | Nisha R. | Qualified | Call today, 4:00 PM | |
| GTGokul Traders | Amit K. | New | Assigned by territory |
Build the sales process once. KOOPS then routes each lead to the right person and runs the welcome message, the catalogue, the follow-up, the reminder and the escalation on its own — day after day, without anyone remembering to.
An actual run of the “Enquiry → Quotation → Recovery” workflow.
IndiaMART enquiry from Rakesh Metal Works, Pune — industrial pumps.
Matched on territory (Pune) and product line (industrial pumps).
Template message sent from the business number and logged on the lead.
Catalogue and rate list sent automatically for the enquired category.
Reply landed in the shared inbox. Amit was notified on his phone.
Due in 2 days, assigned to Amit, visible on his day plan.
Approved by the sales manager, then released to the customer automatically.
Scheduled reminder went out on both channels.
Workflow took the recovery branch instead of closing the lead as cold.
Different message, different angle — offering a revised delivery schedule.
High-value lead going quiet after a quotation. Now on the manager's radar.
Every message here was sent by KOOPS,
from the shared business number.
Products don't sell like services, and dealers don't behave like direct customers. Give each one its own board, its own stages and its own rules — then switch between them in a click.
Route by location, skill, position, department, product, territory, team or any rule you configure.
Sent over email, WhatsApp and calls — whichever channel that customer actually replies on.
WhatsApp, email, calls, recordings, notes, tasks, quotations and field visits — all on the customer's own screen, in the order they happened. One customer. One timeline. Complete context.
Nisha Rao asked for pricing on the 3-phase panel range.
Specs confirmed. Customer asked for a revised quantity break.
Revised quantity break applied. Sent for manager approval, approved in 40 minutes.
KOOPS created a follow-up task for Thursday and queued a quotation reminder.
Site measurement done. Feedback and 3 live photos captured on the visit form.
◉ MIDC Ambad, Nashik · 19.98°N, 73.75°EEvery business WhatsApp conversation in one shared inbox, attached to the right lead — not stuck on one person's phone.
Send and receive customer email inside KOOPS. Threads log themselves against the lead automatically.
Visit history, geo check-ins, photos and feedback appear on the same timeline as calls and messages.
A number on a dashboard is not an answer. KOOPS shows what is happening, why it is happening, what needs attention and what to do about it — for sales, marketing, pipeline, people and products.
Same view available for salesperson performance, pipeline aging, deal velocity, lost-lead reasons and follow-up effectiveness.
KOOPS watches your pipeline continuously and raises what a busy manager would otherwise find out too late — leads losing momentum, sources slipping, follow-ups going quiet.
43 high-value leads have had no activity for more than 5 days.
Combined value ₹190 lacs. 28 of them are sitting after a quotation was sent.
Review leads →Facebook leads have dropped 27% in conversion over the last 30 days.
Volume is steady, quality is not. Response time on this source is 3× your average.
Open source report →₹64 lacs of pipeline has been stuck in Negotiation for over 21 days.
Deal velocity in this stage is slower than the same period last quarter.
See aging report →Referral conversion is up 9 points this month.
Driven by the West zone team. Worth repeating the approach elsewhere.
View breakdown →It works nights, weekends and month-ends. It never loses a number, never forgets a promise, and never needs reminding. Your salespeople keep the part of the job they're actually good at — the conversation.
The repetitive half of the job quietly stops being their job.
Full history on screen before they dial — no rebuilding context from screenshots.
The process lives in the system, not in one senior person's head.
Effort and outcomes both show up, so the right people get the credit.
KOOPS doesn't stop at the lead. Build the quote from the customer's own record, revise it as the deal moves, and route it through approval — without leaving the CRM.
Build the quotation straight from the lead record with catalogue pricing, then revise it as the deal moves. Open any version to see exactly what changed, who changed it and when.
Every quotation above your limits walks up the chain on its own, and releases to the customer the moment the last approval lands. Nobody chases a signature over WhatsApp.
For sales teams that spend their day on the road. Attendance, movement, check-ins, forms, photos and feedback come back into the same customer record your office team is working from.
Mark attendance from an approved location, so the day starts on record.
Track field activity according to the tracking policy you configure for each team.
Check in at the customer's location and link the visit to the right lead.
Capture the outcome while it is fresh — next step, objection, competitor, commitment.
Build different forms for different field activities: demo, service, audit, collection.
Photos taken in the app during the visit, not uploaded from the gallery afterwards.
Ask ChatGPT. Ask Claude. Ask Gemini. Let KOOPS do the work. Your team already knows how to talk to an AI assistant — now it can talk to the CRM through one. Don't learn another interface. Talk to your CRM.
No tiers to compare, no features held back. Start free, then pay for the team you actually have.
Taxes extra as actual.
The full CRM — capture, automation, communication, quotations, field visits and analytics. Nothing is locked behind a higher tier.
Need something specific for your business? Talk to us on WhatsApp and we'll walk through it.
KOOPS CRM is the sales module of the KOOPS business automation platform. It captures leads from every source, assigns them, automates follow-ups, keeps calls, WhatsApp, email and field visits on one customer timeline, handles quotations, and reports on what is working.
Sales teams in manufacturing, distribution, FMCG, pharma, electrical and industrial goods, and dealer-led businesses — especially those running both an inside sales desk and a field team.
Yes. Leads from IndiaMART, TradeIndia, 99acres, Facebook and Instagram Ads, your website forms, WhatsApp and other connected sources land in KOOPS automatically, already assigned to an owner.
Yes. Create separate pipelines with their own stages for different products, services, teams, locations, customer segments or sales processes.
Yes. Configure workflows that send welcome messages, share catalogues, create follow-up tasks, send quotation and appointment reminders, notify your team and escalate leads that go quiet.
Yes, on CRM Advanced. You get a unified WhatsApp inbox, chatbot flows and automated messages, with every conversation logged against the right lead instead of sitting on one person's phone.
Yes. Geo attendance, location tracking as per your policy, visit check-ins, configurable survey forms, live photo capture and visit feedback — all linked to the customer record.
Yes. Create and send quotations from the CRM, keep full version history with users and timestamps, and route them through multi-level approval before they reach the customer.
Yes, through the KOOPS API and MCP integration. Your team can ask supported questions and trigger supported actions in natural language from their preferred AI assistant. Actions that change data ask for confirmation first.
Yes. Custom fields, custom forms, pipeline stages, assignment rules, workflows, approval levels, dashboards and role-based access are all configurable.
Yes. Start free with no credit card, and our team will help configure your pipelines, assignment rules and workflows during the trial.
Yes. KOOPS offers APIs and integrations, and connects with the other KOOPS modules — Field Sales, Distribution, Inventory and Support Tickets — so sales, dispatch and service work from the same data.
Give your sales team less work to manage — and more time to sell.