The Complete Business Operating Platform
Run Your Business From One Intelligent Platform.
Sortboxs connects CRM, sales, HRMS, service, finance, projects, procurement, inventory, marketing, analysis, and AI in one powerful business platform.
- Built for modern teams
- Scalable
- Secure
- AI-powered
Good morning, Nikhilesh!
Here's what's happening with your business today.
Sales Pipeline
This MonthTask Completion
70%
Completed
- Completed 70%
- In Progress 20%
- Overdue 8%
Revenue Analytics
View ReportAI Insights
- ASeller likely to increase by 30% this quarter.
- AHigh-value leads need follow-up.
- AConversion rate improved to 12%.
Goals Pipeline
Total Value
₹18.5L
R. Mehta
₹1.2L
T. Bose
₹0.8L
A. Khan
₹1.6L
3 new leads added
Total Value
₹12.4L
P. Verma
₹3.4L
N. Joshi
₹1.1L
D. Kapoor
₹2.0L
2 deals qualified
Total Value
₹9.75L
A. Rao
₹0.9L
M. Shah
₹2.4L
R. Pillai
₹1.3L
1 proposal sent
Total Value
₹6.3L
S. Iyer
₹2.1L
H. Reddy
₹1.7L
J. Menon
₹0.6L
1 deal in negotiation
Total Value
₹22.8L
K. Nair
₹1.5L
S. Gupta
₹3.1L
V. Rao
₹2.8L
4 deals closed
V. Nair
₹1.5L
Drag leads across stages as deals progress — SortBoxs keeps everyone in sync.
Active Projects
Website Redesign
On TrackNew marketing site & design system
Mobile App Launch
At RiskiOS & Android release for Q4
CRM Integration
AheadSync leads across sales tools
Q4 Marketing Rollout
On TrackCampaign assets & landing pages
Vendor Portal
On TrackSelf-serve procurement workflows
Warehouse Automation
At RiskBarcode scanning & stock alerts
Track progress, deadlines and team workload — all in one place.
124
New Leads
₹18.4L
Pipeline
92%
SLA Compliance
18
Open Positions
AI Insight
Available
All your teams,
in one place.
Trusted by innovative companies worldwide
Tech Mahindra1000+
Projects Delivered
50+
Team Members
10,000+
Users Worldwide
99.9%
Platform Reliability
One Platform. Every Team.
Everything your business needs, connected.
Break down silos and bring every team, process and data together. Sortboxs helps you work smarter, faster and grow without limits.
Explore the Platform- Unify Operations
- Connect teams, data and workflows
- Boost Productivity
- Automate repetitive work
- Make Smarter Decisions
- Use real-time data and AI insights
- Scale with Confidence
- Built for growth and enterprise needs
Our Modules
Powerful Modules for Every Business Function
CRM
Manage customers, orders and relationships.
Sales
Track Opportunities and close deals faster.
Customer Service
Deliver exceptional support experiences.
HRMS
Manage your workforce, form hire to retire.
Finance
Track expenses, invoices and financial health.
Projects
Plan, track and deliver on time.
Procurement
Manage purchasing and vendors.
Inventory
Track stock and manage warehouses.
Marketing
Run campaigns and grow your brand.
Analytics
Turn data into actionable insights.
Automation
Automate workflows and save time.
AI Interview
Conduct intelligent interviews.
AI
Get insights and automate decisions.
Commerce
Manage products, and transactions.
Turn every customer interaction into growth.
Manage leads, accounts, contacts, opportunities and build long-term customer relationships with AI-powered insights.
Explore CRM- Leads & Accounts
- Opportunities
- Pipeline Management
- Activities & Tasks
- Customer Timeline
- AI Recommendations
Goals Pipeline
Total Value
₹18.5L
Rahul Mehta
₹1.2L
Tanya Bose
₹0.8L
Total Value
₹12.4L
Priya Verma
₹3.4L
Nikhil Joshi
₹1.1L
Total Value
₹9.75L
Anjali Rao
₹0.9L
Total Value
₹6.3L
Sanjay Iyer
₹2.1L
Total Value
₹22.8L
Kavya Nair
₹1.5L
Add New Lead
Full Name
Deal Value
Modern HRMS for the entire employee lifecycle.
From recruitment to payroll, Sortboxs HRMS helps you manage, engage and grow your workforce.
Explore HRMS- Recruitment & Onboarding
- Employee Management
- Attendance & Leave
- Payroll & Compliance
- Performance Management
- Learning & Development
Recruitment & Onboarding
HR Console
Add EmployeeFull Name
...
Role
...
Department
...
Joining Date
...
Salary
...
Onboarding Checklist
Employee Directory
Ananya Kapoor
Product Designer · Design Team
Employee ID
SB-2041
Reporting Manager
Rohit Sharma
Location
Bengaluru, IN
Employment Type
Full-time
Design Team
Ananya Kapoor
Product Designer · Design
Clock In
--:--
Clock Out
--:--
Total Hours
--
This Week
● Wed — late arrival (09:52 AM)
Leave Request
Run Payroll — October 2026
Pulling attendance & leave data...
Performance Scorecard — Ananya Kapoor
92%
Attendance
3
Late Arrivals
4
Leaves Taken
6
Total Projects
4
Delivered
67%
On-Time %
Overall Performance Score
58/100 this quarter
Ananya Kapoor moved to Learning & Development
Performance Improvement Plan
Mentor assigned: Rohit Sharma · 30-day plan
Transform recruitment with AI-powered interviews.
Reduce hiring time, improve candidate quality and make data-driven hiring decisions with AI interviews.
Explore AI Interview- Resume Screening
- AI-Powered Interviews
- Technical Assessment
- Coding Evaluation
- Instant AI Feedback
- Recruiter Collaboration
Resume Screening
Rohan_Mehta.pdf
Uploaded
0%
Job Match
Applicant Ranking
AI-Powered Interview
AI Interviewer
LiveRohan Mehta
● RECAI Question
Explain how you would design a scalable microservice.
Live Transcript
82%
Confidence
88%
Communication
91%
Relevance
Technical Assessment — Java & OOP
00:45Which principle ensures a class has only one reason to change?
Section Scores
Coding Evaluation — Find the first non-repeating character
function firstNonRepeating(str) {
const counts = {};
for (const c of str) counts[c] = (counts[c] || 0) + 1;
for (const c of str) if (counts[c] === 1) return c;
return null;
O(n)
Time Complexity
9/10
Readability
✓
Best Practices
Instant AI Feedback
Overall Score
86/100 — top 8% of applicants
Strengths
Strong Java fundamentals, clean code
Areas to Improve
System design depth
Recruiter Collaboration
Rohan Mehta — Java Developer
AI Report Attached · Score 86/100
In Review
Final Interview
Your AI Assistant for real business impact.
Get insights, automate tasks, generate reports and make better decisions - all with the power of AI.
Explore AI
AI Assistant
Get answers from your business data
AI Agents
automate complex workflows
AI Analytics
Find patterns and trends
AI Automation
Trigger actions automatically
AI Insights
Get proactive recommendations
Natural Language
Work with your data using plain English
SortBoxs AI
Marketing
Run targeted campaigns and convert leads.
Campaign Performance
32%This month
Automation
Create powerful workflows without coding.
Analytics
Make data-driven decisions with real-time insights.
Business Growth
40%Integrations
Connect the tools your team already uses.
Enterprise-Grade Security
Your data is protected with industry-leading security practices.
- SOC 2Certified
- ISO 27001Compliant
- DataEncryption
- Role-BasedAccess Control
- Audit Logs& Monitoring
- Regular Backups
- API Security
- SecureInfrastructure
Built for every industry
Trusted by businesses across all industries.
What Our Customers Say
Sortboxs CRM has completely transformed how we manage our leads and customers. The AI insights help us make better decisions every day.
Anita Sharma
Sales Head, Wave Solutions