Trusted by 10,000+ business worldwide
SortBoxs
SortBoxs CRM

Turn every customer interaction into growth.

Manage leads, accounts, contacts and opportunities in one place, and build long-term customer relationships with AI-powered insights.

  • One record for every customer
  • Lead to deal in a single flow
  • AI-suggested next steps
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Sales Dashboard

This quarter

Pipeline value

₹69.8L+12%

Win rate

31%+4%

Deals won

14+3

Pipeline by stage

  • New Leads42₹18.5L
  • Qualified28₹12.4L
  • Proposal17₹9.8L
  • Negotiation9₹6.3L
  • Won14₹22.8L

Deals in motion

Qualified28

  • Northwind₹3.4L
  • Skyline Infra₹1.1L

Proposal17

  • Aurora Textiles₹3.4L
  • Helix Motors₹2.4L

Won14

  • Bluepeak Foods₹3.1L
  • Vertex Labs₹2.8L

AI insight

Aurora Textiles opened your proposal 3 times. Follow up today.

How it works

From first contact to closed deal

Every stage hands over to the next with the full history attached, so nothing gets lost between teams.

  1. 1

    Customer

    Capture every account and contact in one shared record, with the full conversation history behind it.

  2. 2

    Lead

    Bring in leads from forms, email and imports, then score and assign them to the right owner automatically.

  3. 3

    Opportunity

    Turn qualified leads into opportunities with a value, a close date and the people involved.

  4. 4

    Deal

    Move deals through your stages, send the proposal and close, then hand over to billing.

Pipeline management

See every deal, move it with a click

Pick a stage to see what's sitting in it. Your own pipeline stages, owners and values come through exactly like this.

New Leads

Fresh leads waiting for a first touch.

Stage value ₹18.5L

  • Aurora Textiles

    ₹1.2L

    R. Mehta

    Web form, 2h ago

  • Greenfield Realty

    ₹0.8L

    T. Bose

    Imported from CSV

  • Zenith Pharma

    ₹1.6L

    A. Khan

    Referral from K. Nair

Everything in one CRM

Built for the way sales teams actually work

Every part of the customer relationship, from the first enquiry to the renewal, connected in a single workspace.

Leads & Accounts

Keep leads, companies and contacts together, with owners, tags and custom fields that match your process.

Opportunities

Track value, probability and expected close date on every opportunity, and see the forecast roll up.

Pipeline Management

Drag deals between stages on a visual board and see the value of each stage at a glance.

Activities & Tasks

Log calls, meetings and emails, set follow-up tasks and never lose track of the next step.

Customer Timeline

One chronological view of every email, call, note, quote and invoice for a customer.

AI Recommendations

Get suggested next steps, deal-risk alerts and the best time to reach out, based on real activity.

AI insights

Know what to do next, before you have to ask

SortBoxs AI watches activity across your deals and surfaces what needs attention, so reps spend their time selling instead of searching.

  • Spots deals that have gone quiet and suggests a follow-up
  • Highlights the leads most likely to convert
  • Drafts follow-up emails from the customer's history
  • Flags risk early, with the reason behind it

  • Deal at risk

    Meridian Steel has had no activity for 9 days. Suggested: schedule a check-in call.

  • Hot lead

    Zenith Pharma visited pricing twice and opened your email. Reach out now.

  • Best time to call

    Helix Motors usually responds between 10 and 11 AM. Task added for tomorrow.

Built for every industry

Trusted by businesses across all industries.

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Part of one platform

CRM that connects to the rest of your business

Customer data flows to the teams that need it, with no exports or re-entry.