SalesAstra · CRM

A CRM that keeps your entire sales world connected.

Manage leads, contacts, organizations, deals and every sales activity in one connected workspace — so your team always has the context to move relationships forward.

Leads·Contacts·Organizations·Deals·Activities·Pipelines
NL Northwind Logistics Deal · Platform expansion Connected
Platform expansion
40 seats · renewal cycle Q4
$48,000
Owner · J. Ruiz
Pipeline · Enterprise salesStage 3 of 5
New Qualified Proposal Negotiation Won
Primary contact RIR. IyerHead of operations
Organization NLNorthwind Logistics3 contacts · 2 deals
ActivityThis week
Meeting Pricing review with procurement 2d
Email Proposal sent to R. Iyer +2 4d
Next Send revised terms to finance Thu
Customer foundation

Everything about your customer. Connected from the start.

A customer relationship rarely begins as a tidy CRM record. It starts with an enquiry, a conversation or an opportunity — and SalesAstra keeps that journey connected from the first lead through the people, organizations and deals that follow.

Leads
Turn every new opportunity into something your team can act on.

Capture leads, assign ownership, qualify opportunities and keep every interaction connected as the relationship progresses.

Lead captureCustom formsCustom fieldsList & Kanban viewsOwnershipQualification
Contacts & Organizations
Know the people — and the businesses behind every opportunity.

Keep contacts, organizations, relationships, deals and activities connected, so your team sees the complete customer picture instead of disconnected records.

Contact profilesOrganizationsAssociated dealsActivitiesRelationship history
Deals
Give every opportunity a clear path to revenue.

Bring the people, company, value, activities and progress behind each opportunity into one place — so everyone knows where the deal stands and what needs attention.

Deal recordsDeal valueOwnershipStagesRelated contacts & organizations
Pipeline

Your sales process shouldn’t have to fit someone else’s CRM.

Every business sells differently. Build pipelines around the way your team actually works — with the stages, fields and views you need to move opportunities forward.

Custom pipelinesCustom stagesCustom fieldsKanban viewsList views
Enterprise sales Pipeline · Kanban view Kanban List
Qualification 3 deals · $45.4K
Cedarline Group $14,0002d
Onstead Partners $9,4005d
Brightline Foods $22,0001d
Proposal 2 deals · $79.2K
Northwind Logistics $48,000Today
Verity Labs $31,2003d
Negotiation 2 deals · $44.4K
Halcyon Freight $26,8004d
Meridian Care $17,6006d
Closed won 2 deals · $50.5K
Riverstone Retail $38,500Mon
Ashcombe Group $12,000Last week
See the pipeline. Move the opportunity. From qualification to close — what’s moving, what’s waiting and where every opportunity stands
Lead capture

Make it easier for opportunities to enter your pipeline.

Create lead capture forms around the information your business actually needs, and turn incoming enquiries into structured CRM records your team can start working on.

Customize fields, capture the right information and route new opportunities into your sales process — without rebuilding your CRM around rigid forms.

Custom formsCustom fieldsLead captureAssignment
Source Website form
Record created Lead captured
Routing Owner assigned
Ready to work SalesAstra CRM
Activities

Keep every next step connected to the relationship.

Selling is more than updating records. It’s the calls to make, meetings to attend, tasks to complete and follow-ups that can’t be forgotten — all kept alongside the customer they belong to.

TasksMeetingsRemindersNotesFollow-ups
My activities Today · Thursday 2 overdue
Overdue
Task Send revised terms · Northwind Logistics 3d
Call Follow up with D. Mehta on procurement sign-off 1d
Today
Meeting Pricing review · Verity Labs 3:00 PM
Task Log discovery notes · Brightline Foods 5:30 PM
Note Budget confirmed for Q4 · Northwind Done
In contextDeal record
NL Platform expansion $48,000
StageProposal
Open activities3
Last touchMeeting · 2d ago
Next stepRevised terms · Thu

Your day shouldn’t begin with searching for what you forgot. Upcoming activities, overdue actions and customer commitments stay in context — so the next step is always clear.

Customer history

Never walk into a customer conversation without context.

Relationships happen over time. SalesAstra brings the history together so your team can quickly understand what happened, who was involved and where things stand now.

See activities, meetings, notes and customer engagement in one chronological view — connected to the lead, contact or opportunity it belongs to.

ActivitiesMeetingsNotesEngagement historyStatus changes
Relationship summary Northwind Logistics
Relationship14 months · 2 closed deals
PeopleR. Iyer, D. Mehta +3 contacts
Last touchPricing review · 2 days ago
Open value$48,000 in Proposal
Procurement is aligned on scope and budget is confirmed for Q4. Revised terms are with finance — that approval is the last step before close.
NL Northwind Logistics Timeline
2d
Meeting Pricing review with procurement R. Iyer, D. Mehta · 32 min · notes added
4d
Email Proposal sent to R. Iyer +2 Opened 4 times · forwarded to finance
5d
Stage change Qualified → Proposal Moved by J. Ruiz · value updated to $48,000
5d
Note Budget confirmed for Q4 Added after the discovery follow-up call
9d
Call Discovery follow-up · 18 min Requirements captured against the deal record
Flexibility

Built around the way your team sells.

Your CRM should adapt as your sales process evolves — not force your business into a predefined structure. Configure what you capture, how opportunities move and how teams see their records.

Custom fields Capture the information your business actually runs on, on any record.
Custom forms Collect the right details at the point an opportunity enters your pipeline.
Custom pipelines Model different sales motions instead of forcing one process on every deal.
Custom stages Define how opportunities progress, in the language your team already uses.
Views Switch between list and Kanban so everyone works the way they prefer.
Ownership Assign leads, deals and activities so accountability is always clear.
Access control Set roles, group people into teams and control which records each person can see and edit.
Security Encrypted data, audit trails and permission-aware access on every record and report.
The SalesAstra layer

Your customer data is only the beginning.

Everything the CRM records — relationships, opportunities, activities and conversations — feeds one intelligence layer. The better your foundation, the more each capability above it can do.

Ask Astra Ask questions in plain language and act on the answer. Explore Sales Intelligence Scores, signals, risks and where a deal really stands. Explore Conversation Intelligence Calls and emails become context on the record. Explore Automation Workflows, sequences and follow-ups that run themselves. Explore Analytics Pipeline, performance and revenue seen clearly. Explore
The foundation SalesAstra CRM — contacts, organizations, deals, activities and history.
One customer record Shared context No re-entry

Put customer context at the center of every sale.

One connected CRM for the relationships, opportunities and work that move revenue forward.

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