Stage 01
Enquiry
The sales workspace starts with the information your team needs to act.
Melorite CRM
Never lose a lead again.
Every enquiry, customer, follow-up and sales opportunity in one place.
Today’s workspace
Pipeline liveOpen leads
214
↑ 12 this week
Follow-ups
18
5 due today
Pipeline
₹48.2L
↑ 8% this month
Lead pipeline
214 open leads · All sources
| Customer | Source | Stage | Owner | Next follow-up |
|---|---|---|---|---|
| Aditi Mehta | Website | Qualified | Priya | Today, 4:30 pm |
| Rohan Iyer | Proposal | Kabir | Tomorrow | |
| Neha Shah | Referral | New | Priya | 16 Oct |
| Vikram Rao | Won | Kabir | Complete |
Powered by MeloriteUpdated just now
The problem
Your pipeline shouldn’t depend on memory.
A lead arrives on WhatsApp. A quote lives in someone’s inbox. The next call is written in a notebook.
By the time your team pieces it together, the customer has moved on. That’s why we built Melorite CRM.
Core workflow
From first enquiry to customer.
7 connected stages
Stage 02
Lead
Every update stays connected, giving the next person clear context and a sensible next action.
Stage 03
Follow-up
Every update stays connected, giving the next person clear context and a sensible next action.
Stage 04
Opportunity
Every update stays connected, giving the next person clear context and a sensible next action.
Stage 05
Quote
Every update stays connected, giving the next person clear context and a sensible next action.
Stage 06
Won
Every update stays connected, giving the next person clear context and a sensible next action.
Stage 07
Customer
Every update stays connected, giving the next person clear context and a sensible next action.
The solution
Every sales workspace, always up to date.
See every open lead, its owner and the next promised action. Nothing depends on someone remembering.
Lead capture
Bring new enquiries into one queue automatically.
Website · ads · WhatsAppClear ownership
Send every lead to the right person from the start.
Team routingPipeline stages
See what is new, moving and close to winning.
Live deal viewFollow-up cues
Know who to call next and why.
Tasks · remindersFull history
Open one record and see the whole conversation.
Calls · notes · emailQuote tracking
Keep proposals, values and expiry dates together.
CommercialsSimple reports
See lead sources, conversion and team activity clearly.
Sales overviewMobile ready
Update a lead right after a meeting or call.
Anywhere accessA calmer workspace
Never lose a lead again.
Search this workspace
MeloriteLead pipeline
214 open leads · All sources
| Customer | Source | Stage | Owner | Next follow-up |
|---|---|---|---|---|
| Aditi Mehta | Website | Qualified | Priya | Today, 4:30 pm |
| Rohan Iyer | Proposal | Kabir | Tomorrow | |
| Neha Shah | Referral | New | Priya | 16 Oct |
| Vikram Rao | Won | Kabir | Complete |
Search this workspace
MeloriteLead pipeline
214 open leads · All sources
| Customer | Source | Stage | Owner | Next follow-up |
|---|---|---|---|---|
| Aditi Mehta | Website | Qualified | Priya | Today, 4:30 pm |
| Rohan Iyer | Proposal | Kabir | Tomorrow | |
| Neha Shah | Referral | New | Priya | 16 Oct |
| Vikram Rao | Won | Kabir | Complete |
Lead capture
Every new enquiry starts in the right place.
Bring website, campaign, referral and WhatsApp enquiries into one working queue. The source, owner and first action are visible before a lead goes cold.
- Source-aware lead records
- Assignment by team or territory
- Duplicate and incomplete-record review
Search this workspace
MeloriteLead pipeline
214 open leads · All sources
| Customer | Source | Stage | Owner | Next follow-up |
|---|---|---|---|---|
| Aditi Mehta | Website | Qualified | Priya | Today, 4:30 pm |
| Rohan Iyer | Proposal | Kabir | Tomorrow | |
| Neha Shah | Referral | New | Priya | 16 Oct |
| Vikram Rao | Won | Kabir | Complete |
Contacts & pipeline
One customer history. One clear next step.
Keep people, companies, opportunities, notes and quotations connected. Move deals through stages the team understands without losing the conversation behind them.
- Contact and company records
- Custom sales stages
- Quotes and opportunity values
Search this workspace
MeloriteLead pipeline
214 open leads · All sources
| Customer | Source | Stage | Owner | Next follow-up |
|---|---|---|---|---|
| Aditi Mehta | Website | Qualified | Priya | Today, 4:30 pm |
| Rohan Iyer | Proposal | Kabir | Tomorrow | |
| Neha Shah | Referral | New | Priya | 16 Oct |
| Vikram Rao | Won | Kabir | Complete |
Activities & reporting
Know what needs attention today.
Calls, meetings, reminders and overdue follow-ups become a useful daily view. Managers can see movement and bottlenecks without asking for another spreadsheet.
- Due and overdue activities
- Sales and source reporting
- Repeatable follow-up automation
Who it’s for
Built for the people doing the work.
Sales teams
Consultants
Service businesses
Growing companies
Connect every call
Let AI Calling answer, qualify and update the CRM.
Turn phone conversations into bookings, lead updates and clear next actions for the sales team.
FAQ
Common questions.
Can I import existing leads?+
Yes. Existing lead and customer data can be prepared for import during setup.
Can multiple salespeople use it?+
Yes. Leads can have clear owners so each salesperson and manager sees the work relevant to them.
Can leads be assigned automatically?+
Assignment rules can be configured around the agreed sales workflow.
Can I track follow-ups and quotations?+
Yes. Follow-ups, activity history and quotation stages stay connected to the customer and opportunity.
Can the pipeline match our sales process?+
Stages and important fields can be configured around the process agreed during setup.
Does it connect with AI Calling?+
AI Calling can be configured to create or update relevant CRM records, outcomes and next actions.
Get started
See Melorite CRM at work.
Bring us your current process. We’ll show you how the product can make it clearer, faster and easier for the whole team.
- Free demo
- Guided setup
- A clear next step