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SWOT CRM datasheet

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Lead and deal management

SWOT CRM

Rudratic Technologies

Every lead, contact and deal on one pipeline, from first contact to retention

SWOT CRM brings leads, contacts, deals, tasks, conversations and analytics into one place. Leads are captured from several channels, scored and routed to the right person; each deal moves across a Kanban board through six stages of the sales lifecycle; email and WhatsApp conversations stay on the customer’s record; and forecasts draw on deal probability, pipeline velocity and historical trends.

The problem

Leads arrive in inboxes and spreadsheets, conversations live in personal email and WhatsApp, and the pipeline is only as current as whoever last updated it. Follow-ups slip, and the forecast is a guess.

  • 6Stages from lead capture to retention
  • 8Everyday tools it works with
  • 3Forecast inputs: probability, velocity, history

Core capabilities

Lead management

  • Leads captured from several channels
  • Scored and routed to the right person

Contact management

  • One record per customer
  • The history of every conversation and deal

Pipeline tracking

  • Customisable Kanban boards
  • Every opportunity followed stage by stage

Email and WhatsApp

  • Talk to prospects from the CRM itself
  • Conversations kept on the record

Tasks and collaboration

  • Shared notes, tasks and deal history
  • The whole sales team working from one view

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Enterprise capabilities

Workflow automation

  • Rules that take repetitive work off the team
  • Automatic follow-ups

Forecasting

  • AI-driven deal probability scoring
  • Pipeline velocity and historical trends

Custom reports

  • Drag-and-drop report builder
  • The KPIs your sales and marketing teams track

Team performance

  • Quota attainment and call volumes
  • Deal conversion rates per person

Platform modules

Leads
Capture, scoring and routing.
Contacts
Customer records with their full history.
Pipeline
Kanban boards, one column per stage.
Tasks
Shared tasks and notes on each deal.
Conversations
Email and WhatsApp from inside the CRM.
Automation
Rules and automatic follow-ups.
Reports
Drag-and-drop custom reports.
Analytics
Revenue, forecasts, pipeline health and team performance.

At a glance

LifecycleLead capture, qualify, opportunity, proposal, deal closure, retention
Lead intakeSeveral channels, with scoring and routing
PipelineCustomisable Kanban boards
CommunicationEmail through Gmail or Outlook, and WhatsApp
ForecastingDeal probability, pipeline velocity and historical trends
ReportingCustom report builder; quota, call volume and conversion views

Works with

  • Gmail
  • Outlook
  • WhatsApp
  • Microsoft Teams
  • Slack
  • Zoom
  • Calendar
  • Excel

Ask Rudratic for deployment, hosting and security details, and about connecting the other systems you use.

Rudratic Technologies Ltd · London and Chennai · info@rudratic.com · rudratic.com/products/swot-crm

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