CRM & Business Automation Solutions

Specialized CRM & Business Automation

Power automatic multi-channel lead routing, visual Kanban pipeline deal trackers, automated WhatsApp loop campaigns, and comprehensive customer conversation timelines.

CHISHTY_CRM_PIPELINE
WHATSAPP_LOOP_ACTIVE
B2B CONVERSION PIPELINEActive Deal Value: Rs. 14.5M
NEW LEADS3

Apex Industries POS Upgrade

Lead: Malik UmarRs. 450k

2h agoWhatsApp Sent ✓

Metro Cafe QR Setup

Lead: Zara KhanRs. 180k

5h agoWhatsApp Sent ✓
DEMO SCHEDULED2

SurgiCare Medical ERP

Lead: Dr. FaisalRs. 1.2M

YesterdayWhatsApp Sent ✓
NEGOTIATIONS4

Nishat Warehouses ERP

Lead: A. LatifRs. 2.4M

3 days agoWhatsApp Sent ✓
Real Business Risks

Critical Inefficiencies We Solve

Generic, standard point-of-sale systems ignore localized business models. Failing to monitor micro-operations leads to financial leaks, stock imbalances, and high employee oversight costs.

Unassigned or lost sales leads resulting in valuable ad spends and revenue flushing away.
Slow follow-up times with prospective clients allowing competitors to capture opportunities.
Fragmented customer data spread across spreadsheets, personal WhatsApps, and mail inboxes.
Lack of structured, chronological task management for salespeople causing missed proposals.
Chishty Resolution Matrix

How We Solve These Problems

Our B2B CRM is engineered to maximize conversion rates. By combining automated lead routing, responsive Kanban visual boards, customizable WhatsApp schedules, and unified customer profiles, we keep sales pipelines full.

Route incoming ad-form leads to active sales representatives in under 5 seconds.
Move sales opportunities across customizable visual pipelines via intuitive boards.
Trigger personalized follow-up templates automatically over WhatsApp and Email.
Keep complete chronological timelines of every call, email, and proposal per client.
Full Suite Capabilities

Built-In Advanced Features

Every Chishty system includes state-of-the-art tooling tailored for absolute reliability. No missing modules, no forced extensions.

Automated Lead Routing

Capture leads from web forms, Meta Ads, or landlines. Automatically distributes opportunities using round-robin logic or team performance weights.

Kanban Deal Pipelines

Visualize your sales process. Move deals from Prospect to Won with drag-and-drop ease, managing estimated close dates and values.

Automated WhatsApp Loop

Trigger automated messages on WhatsApp when a lead is captured or deals change stages. Send follow-ups, documents, or meeting invites.

Unified Customer Timeline

Review the chronological interaction history of each client. Logs past meetings, phone notes, sent files, and team assignments.

Email Sequence Integration

Connect corporate mailboxes to log client communications, trigger automated follow-up sequences, and receive read receipts.

Sales Team Tasks Dispatcher

Assign follow-up tasks, calls, and face-to-face appointments. Set priority levels, due dates, and monitor team completion metrics.

Conversion Analytics Reports

Track team win ratios, pipeline cycle durations, lead acquisition sources, and forecast upcoming monthly revenues.

Quote & Proposal Builder

Compile professional PDF commercial estimates and project agreements directly from client profiles in seconds.

Restricted Customer Access

Ensure sales safety. Limit representative access to their assigned accounts, restricting bulk data export privileges to administrators.

Software Architecture

Core Technical Modules

Engineered with an isolated micro-module structure. Restrict access controls, query tables instantly, and generate automatic reports with full confidence.

MOD-CRM-LEADS

Round-Robin Lead Router

Injects, validates, and distributes prospects to sales representatives based on active shifts and capacity.

MOD-CRM-PIPELINE

Kanban Funnel Board

Renders dynamic opportunity matrices, maps custom transaction stages, and aggregates deal values.

MOD-CRM-WHATSAPP

WhatsApp Automation Gateway

Links with messaging APIs to trigger custom templates, payment receipts, and follow-ups.

MOD-CRM-TIMELINE

Customer Timelines Ledger

Compiles a complete transaction, call log, file archive, and correspondence timeline for every client.

MOD-CRM-EMAIL

Email Loop Broadcaster

Coordinates email outreach, monitors client opens, and automates marketing campaigns.

MOD-CRM-TASKS

Activity & Task Scheduler

Alerts sales representatives of pending calls, sets priorities, and triggers browser alerts.

Production Terminal Active
CHISHTY_CRM_PIPELINE
WHATSAPP_LOOP_ACTIVE
B2B CONVERSION PIPELINEActive Deal Value: Rs. 14.5M
NEW LEADS3

Apex Industries POS Upgrade

Lead: Malik UmarRs. 450k

2h agoWhatsApp Sent ✓

Metro Cafe QR Setup

Lead: Zara KhanRs. 180k

5h agoWhatsApp Sent ✓
DEMO SCHEDULED2

SurgiCare Medical ERP

Lead: Dr. FaisalRs. 1.2M

YesterdayWhatsApp Sent ✓
NEGOTIATIONS4

Nishat Warehouses ERP

Lead: A. LatifRs. 2.4M

3 days agoWhatsApp Sent ✓
Unified Admin Portal

Interactive Dashboard Control

The core manager terminal indexes live operational variables with sub-second retrieval. No complex SQL queries needed. The UI is designed for maximum speed under heavy load, ensuring your cashiers, store managers, or medical team remain productive.

Clean visual interfaces showing tables, shelves, or records
Frictionless export of data sheets to Excel or physical thermal papers
Chronological user audit logs with strict permission security
Who We Empower

Tailored for These Sectors

We customize the base database schema to match your industry-specific guidelines.

Real Estate Agencies

Track property inquiries, map client requirements, schedule on-site visits, and automate follow-up lists.

B2B Corporate SaaS Providers

Visualize complex multi-month sales funnels, log email threads, and coordinate executive sales calls.

Professional Consultancy Firms

Manage client intake questionnaires, compile customized proposals, and log historical advisory summaries.

Business Transformation

Tangible B2B Outcomes

Software is only as good as the return on investment it yields. Our specialized packages translate directly to faster, more profitable operations.

40%
Faster Lead Contact Speed

Instant lead capture and distribution ensure sales representatives reach prospects while interest remains peak.

28%
Increase in Conversion Rates

Automated WhatsApp follow-up schedules prevent hot leads from turning cold or falling out of the sales funnel.

100%
Client Data Security

Sales profiles are securely isolated, preventing representatives from downloading or exposing customer directories.

Universal Peripheral Sync

Hardware Compatibility Matrix

Plug and play with industry-standard hardware accessories out of the box. No custom driver installations needed.

Thermal Printer
PRT-80
Barcode Scanner
SCN-1D/2D
Cash Drawer
DRW-RJ11
Touch POS
TERM-LCD
Kitchen Printer
PRT-KDS
QR Scanner
QR-CAM
Hybrid Architecture

Offline Resilience, Cloud Sync

Most modern SaaS systems stop functioning immediately when the internet drops. Chishty Smart Solutions features a multi-tiered database mapping system that safeguards transactions during connectivity drops.

Local Offline Mode

Processes bills, registers scans, maps table states, and stores database logs in a high-speed SQLite or PostgreSQL sandbox on-premise.

Active Cloud Sync

Once connection is verified, our system pushes transactions to the cloud in sequential packets, preventing conflicts.

Why B2B Owners Choose Hybrid

Zero business interruption during internet downtime

Customers checkout instantly even if the ISP is down.

Sub-second local query rendering

No loading spinners in the checkout queue.

Centralized live dashboards for owners

Monitor daily sales and branch inventories remotely.

Military-Grade Safeguards

Security Locked down by Design

All database systems feature end-to-end encryption. Role-Based Access Controls (RBAC) restrict cashiers from issuing refunds, deleting historic orders, or altering stock figures without manager-level authorization. Weekly automated off-site backups ensure your core records are never lost.

● SHA-256 ENCRYPTED CODES● SECURE SQLite / POSTGRES STORAGE● MANAGER-ONLY AUTHS● ENCRYPTED BACKUP LOGS
Got Questions?

Frequently Asked Questions

Read transparent inquiries regarding software setup, hardware compatibility, and deployment guidelines.

Schedule a Live On-Site Demo

Our engineering team will install the demo system directly on your hardware and configure raw inventory indexes. Risk-free evaluation.