“Whom should I call today?”
But sales isn’t only about calls. The real question is — who needs my attention today? A follow-up. A customer response. A meeting. A site visit. A pending task. A buyer waiting for an update. Appetenza turns all of it into one clear daily plan.
Illustrative example of a daily plan in Appetenza CRM.
A deal isn’t one salesperson and one record. It’s a relationship between your manager, your sales team, your follow-up team and your customer. Appetenza keeps everyone connected to the same history — so the right person always knows what to do next.
Sees what is happening — without asking everyone for updates.
See what is happening.
Knows exactly whom to call and what to do next.
Know what to do next.
Knows whom to contact, when and why.
Know whom to contact.
Receives the right reminder at the right time.
Know what happens next.
Choose the right channel for each event, user and customer — where supported, configured and consented.
Appetenza doesn’t just remind your sales team — it helps make sure your team and your customer don’t forget what matters.
| Activity | Manager | Salesperson | Customer |
|---|---|---|---|
| New lead | Optional | Yes | — |
| Lead assigned | Yes | Yes | — |
| Follow-up due | Optional | Yes | If relevant |
| Follow-up overdue | Yes | Yes | — |
| Meeting scheduled & reminder | Configured | Yes | Yes |
| Site visit scheduled & reminder | Configured | Yes | Yes |
| Rescheduled / cancelled | Configured | Yes | Yes |
| Customer reply | Configured | Yes | — |
Exact reminder behaviour depends on your configuration. Customer messages are sent only through supported, configured and consented channels.
From the first enquiry to the final sale — capture leads, plan follow-ups, message on WhatsApp and keep your team aligned.
Forms, WhatsApp, widgets on your website — every lead captured automatically.
Kanban board + list view. Drag-and-drop leads through your custom sales stages.
Hot, Warm, Cold auto-detection. Focus on leads that are ready to buy.
Full history, notes, deals, invoices — everything about a customer in one place.
Never miss a follow-up. Set tasks, get reminders, close more deals.
Know exactly which ad, campaign, or page brought each lead.
Admin, Senior, Junior roles. Control who sees what, who edits what.
Juniors see only their leads. Seniors see their team. Admins see everything.
Sync your email inbox via IMAP. Link conversations to leads and companies.
Send and receive WhatsApp messages directly from the CRM dashboard.
Real-time analytics on leads, conversions, revenue, and team performance.
SLA-tracked support tickets with threaded replies and file attachments.
No complex onboarding. No consultants needed. Just sign up and go.
Leads flow in from your website forms, WhatsApp, manual entry, or our scraper. Leads can be scored and assigned automatically based on rules you set.
Move leads through your pipeline. Set follow-up tasks. Send quotes and invoices. All in one place.
Convert leads to customers. Track revenue. Generate GST invoices. Your team stays aligned.
Most CRMs are a database. Appetenza works like a daily assistant for your sales team.
Appetenza works for any sales team — and for industries with unique workflows, we offer dedicated editions built around your day.
Services, retail, IT, education, healthcare and more — the full Appetenza CRM with leads, follow-ups, WhatsApp, GST invoicing and your daily plan.
Start with the core CRMLet Appetenza handle the repetitive work so your team can focus on the conversations that close deals.
Automatically classify and prioritise incoming leads so your team focuses on the hottest ones first.
4-stage email sequences with AI-generated personalised content.
AI reads replies, classifies intent, and escalates hot leads to your team.
Industry-specific WhatsApp templates sent automatically at the right time.
Set it and forget it. Invoices generated and sent on your schedule.
Embed lead forms, contact widgets, and tracking scripts on your website.
When you’re ready, Appetenza also handles quotations, GST invoices, payments and contracts — so your sales and billing live in one place.
One-click conversion from quotation to sales order to invoice. No re-typing.
IGST or CGST+SGST auto-switching based on customer state. Full compliance.
Record payments against invoices. Track outstanding amounts in real time.
Download invoices and quotations as branded PDFs with your letterhead.
Track contracts, renewals, and annual maintenance agreements.
See your revenue trends, pipeline value, and forecasts at a glance.
14-Day Free Trial. Scale as You Grow. Cancel During Trial for a 100% Refund—No Questions Asked.
For freelancers and small teams
For growing businesses
For established organisations
| Feature | Startup | Business | Enterprise |
|---|---|---|---|
| Leads | 1,000/mo | Unlimited | Unlimited |
| Quotations | |||
| Invoices | |||
| Email Integration | |||
| Analytics | Basic | Advanced | Advanced |
| Support | Community | Priority | Dedicated |
| Custom Domain | |||
| API Access | |||
| SLA | 8hr | 4hr |
Secure payments via CCAvenue • Cancel During Trial for a 100% Refund • Data export included
Discover how top agencies across India transformed their sales pipeline from spreadsheets to automated follow-ups, resulting in 3x higher conversion rates.
Read MoreManual GST invoicing costs Indian SMBs 20+ hours monthly. Learn how automated IGST/CGST+SGST switching and one-click PDF generation can reclaim your time.
Read MoreSee how businesses integrated WhatsApp messaging with their CRM to turn casual enquiries into loyal customers with 80% conversion rates.
Read MoreNo credit card. No complicated setup. Our team can help you get up and running quickly.
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