TekAsist Sales CRM · by TekAsist
Never lose a lead again.
TekAsist Sales CRM gives your team one place to capture leads, track every deal through the pipeline, never miss a follow-up and see exactly how sales are doing: on any device, with your own company logo.
Everything your team needs
Built with real teams, for the way they actually work.
A dashboard that tells the story
New leads, deals won, win rate, open pipeline value, follow-ups and running projects, filtered by any date range.
Visual pipeline board
See every open deal by stage and move it forward in a click.
Follow-up reminders
Due-today and overdue alerts, so no promising lead goes cold.
Won projects tracking
Follow won deals into delivery and see which projects are still running.
Web forms and CTA buttons
Embed lead forms and buttons on your website, enquiries land in the CRM instantly.
Excel downloads
Export leads and results for any period with one click.
Team and roles
Owners, managers and sales users each see exactly what they should.
Email notifications
New-lead and status-change emails go to the right people automatically.
Security log
A full record of logins and important changes.
What’s included
- Dashboard
- Leads
- Pipeline board
- Won projects
- Follow-ups
- Team
- Web forms
- CTA buttons
- Settings
- Security log
- Excel export
- Your company logo
Why teams switch
Faster follow-up
Reminders and instant notifications mean you reply while interest is high.
Total visibility
Know where every deal stands and how the team is performing, at a glance.
Simple to use
A clean interface your team will actually enjoy using. No months of training.
Who it’s for
- Growing sales teams moving off spreadsheets
- Agencies, clinics, consultancies and service businesses
- Business owners who want a clear view of their pipeline
- Companies collecting leads from their website and campaigns
Getting started is simple
- 01
Free demo
We walk you through the CRM using your own sales process.
- 02
Setup
Your company account, logo, users, stages and notification emails.
- 03
Connect your website
Add web forms and CTA buttons so leads flow in automatically.
- 04
Go live
Short team training and support while you settle in.
Security & your data
Every company gets its own secure account. Access is role-based, passwords are stored as one-way hashes, and a security log records sign-ins and important changes. Your data is never shared with other companies using the CRM.
TekAsist Sales CRM: FAQs
Can we use our own logo?
Yes. Your company logo appears in your CRM account, so your team works in a system that feels like yours.
Can leads from our website go straight into the CRM?
Yes. Use the built-in web forms and CTA buttons on your website, and every enquiry lands in your CRM, with email notifications to your team.
Can we export our data?
Yes. Download leads and results for any date range as an Excel file whenever you need.
Can the CRM be customised?
Yes. Because we build it ourselves, we can adapt stages, fields and reports, or build additional features for your process.
How do we get started?
Book a free demo. If it’s a fit, we set up your account, users and website forms and train your team.
See TekAsist Sales CRM in action
Book a free, no-pressure demo. We’ll walk you through it with your own process in mind.
Questions? Talk to us
- connect@tekasist.com
- +91 789 983 2815
- Expora Database Consulting Services Pvt. Ltd. ADDRESS : # 874, Raineo House, 2nd Floor, Modi Hospital Road, West of Chord Road, Basaveshwaranagar, Bengaluru-560079, INDIA
