Lead tracking and qualification
Capture enquiries, record lead sources, assign owners, detect duplicate active emails and create follow-up tasks.
A connected CRM workflow, without the clutter.
Explore how IST CRM brings customer records, sales opportunities and daily actions together.
Customer accounts and contacts
View company records alongside connected people, conversations, opportunities and service requests.
Deal pipeline and forecasting
Track opportunities through qualification, discovery, proposal and negotiation to closed stages. Review pipeline totals and planning estimates.
Follow-up and conversation logs
Maintain tasks with due dates, priorities and status. Keep manually logged calls, meetings, emails and notes connected to each customer.
Support tickets
Record customer service requests, priorities, updates and resolutions without losing customer context.
Teams, roles and audit history
Apply role-based access, transfer customer ownership with permissions, review changes and manage staff accounts securely.
CSV import and export
Preview and confirm lead imports, reject duplicates and export records in CSV format.
Responsive workspace
Access CRM navigation, search, customer pages and reports on desktop, tablet and mobile browsers.
Ready to work in IST CRM?
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