SaarthiSales CRM for Bharat
Made for Indian business owners & sales teams

Manage leads. Never miss a follow-up. Close more sales.

Saarthi puts every enquiry, WhatsApp chat, follow-up and GST invoice in one simple app — on your phone and computer. For ₹300 a month for your whole team.

Most CRMs: charged per user, every month Saarthi: ₹300/month for 3 users
Saarthi dashboard showing follow-ups to call first, today's numbers and the sales pipeline
WhatsApp inbox on a phone
All-in-oneLeads, WhatsApp, follow-ups, invoices
₹10 a dayfor your whole team
Phone + computerworks in any browser
Official WhatsApp APIinbox, broadcasts, automations
Take a look inside

Everything your sales team does — in one screen

Every morning: who to call first, what is overdue, and how much is in your pipeline.

Dashboard screen in Saarthi

Screens show sample data.

Sound familiar?

You may be losing sales right now

Without Saarthi

  • Leads from IndiaMART, JustDial and WhatsApp are spread across phones and diaries
  • You forget to call back — and the customer buys from someone else
  • You don't know which salesperson is following up and who is not
  • WhatsApp enquiries at night wait till morning for a reply
  • Quotes and GST invoices are made in Excel or Word, one by one
  • Payments are chased by memory
  • No idea how much business is in the pipeline this month

With Saarthi

  • Every lead in one list, with source, value and owner
  • A "call these first" list every morning — overdue leads turn red
  • See each team member's follow-ups and wins
  • WhatsApp automation replies in seconds, even at 2 am
  • GST invoices in under a minute, shared on WhatsApp with a UPI QR
  • Payment reminders in one tap, part payments tracked
  • Pipeline value and weighted forecast at a glance
Features

Everything you need to follow up, close and bill

Follow-up reminders

Never forget a call back. Overdue, today and upcoming — for you and your whole team.

WhatsApp inbox

One business number for the whole team, with read ticks and Meta's official API.

WhatsApp automation

Auto-reply to new enquiries, ask questions, save answers, assign the lead.

Broadcasts

Send offers and festival greetings to filtered leads — STOP requests respected.

Custom pipelines

Your own stages, presets for real estate, insurance, coaching and more.

Import leads

Excel, CSV, IndiaMART and Facebook lead exports with duplicate checks.

Tasks & calendar

Tasks with checklists, appointments with WhatsApp confirmations, export to Google Calendar.

GST invoices & estimates

CGST/SGST or IGST worked out for you, HSN, amount in words, UPI QR, 3 designs.

Payments & reports

Receipts, customer statements, sales reports and a GST report for your CA.

How it works, day to day

From first enquiry to payment received

Follow-ups

Start every day knowing who to call

  • Overdue, today and upcoming in one list
  • Call or WhatsApp in one tap
  • Log the outcome — next follow-up is booked for you
  • Reps see their own list, owners see everyone
Follow-ups in Saarthi
WhatsApp automation

Reply to every enquiry in seconds

  • Triggers: new website enquiry, keyword or stage change
  • Send templates, buttons, lists and brochures
  • Ask city and budget — answers saved on the lead
  • Hand hot leads to your team automatically
WhatsApp automation in Saarthi
Pipeline

See every deal and what it is worth

  • Drag cards from enquiry to won
  • Deal value and win % on every card
  • Weighted forecast for the month
  • Filter by salesperson or search
Pipeline in Saarthi
GST invoices

Bill and get paid faster

  • Automatic CGST + SGST or IGST
  • UPI QR with the amount filled in
  • Share a link on WhatsApp — no login needed
  • Record part payments and print receipts
GST invoices in Saarthi
One simple flow

Capture → Follow up → Convert → Invoice → Get paid

  1. 1CaptureWebsite form, WhatsApp, IndiaMART, Excel
  2. 2Follow upReminders + WhatsApp automation
  3. 3ConvertPipeline and team tracking
  4. 4InvoiceGST invoice in a minute
  5. 5Get paidUPI QR and payment reminders
Safe and private

Your business data belongs to you

Private to your business

No other business can ever see your leads or customers.

Role-based access

Sales reps see only their own leads. You decide who sees what.

Export any time

Download all your leads to Excel whenever you want.

Everything logged

Every important change is recorded with who did it and when.

Built for ManufacturersTraders & wholesalersReal estateInsurance agentsCoaching institutesClinicsTravel agentsService businesses
Pricing

One simple price. No per-user charges.

Start free for 14 days — choose a plan only if you love it.

Monthly

₹300/month

₹354 with 18% GST · UPI Autopay

Start free trial
2 months free

Yearly

₹3,000/year

Just ₹250/month · ₹3,540 with GST

Start free trial

* WhatsApp template messages are billed by Meta directly to your business (about ₹0.12–₹0.86 each). Replies within 24 hours are free.

FAQ

Questions business owners ask

Is there really a free trial?

Yes. You get 14 days with every feature. No card is needed to start. If you don't choose a plan, your account simply becomes read-only — nothing is deleted.

What does ₹300 a month include?

Your whole business: up to 3 users, unlimited leads and customers, follow-ups, pipeline, tasks, calendar, GST invoices, reports and the WhatsApp inbox. GST is extra.

Do I need to install anything?

No. Saarthi opens in any browser on your phone, laptop or computer. Your team just logs in.

How does the WhatsApp automation work?

You connect your business number with Meta's official WhatsApp Business API (we guide you step by step). Meta charges a small fee per template message directly to you — replies within 24 hours are free. Saarthi adds nothing on top.

Can my sales team see all my leads?

Only if you want. Sales reps see only the leads assigned to them. Owners and admins see everything.

Can I bring my leads from Excel or IndiaMART?

Yes. Upload an Excel or CSV file — including IndiaMART and Facebook lead exports. Columns are matched automatically and duplicate numbers are flagged.

Will my data be safe?

Each business only ever sees its own data, passwords are encrypted, and every admin action is logged. You can export all your leads to Excel any time.

Can I cancel any time?

Yes, from Plan & billing in one click. You keep access until the end of the period you paid for.

Stop losing leads. Start closing more.

Set up in 10 minutes. Free for 14 days. Then ₹300 a month for your whole team.

Start free trial Ask for a demo on WhatsApp
₹300/month14 days free Start free trial