Pipelines that mirror how India and Canada actually sell.
A CRM that doesn't fight your team. Configurable stages for B2B SaaS, channel sales, real-estate, manufacturing or NBFC lending. AI-assisted next-best-action. WhatsApp Business inbox built in for India. GST-ready quotes that convert to e-Invoice in one click. Bilingual French/English UI for Quebec teams. And a single Atlas record that travels from form-fill to renewal.
Free Tally / Zoho / Salesforce / HubSpot / QuickBooks migration on annual Pro plans.
Enterprise · Q4 FY26
Every record knows everything.
Open a deal and see the GST-ready invoice, the support ticket from last week, the project hours your delivery team logged, and every WhatsApp message your AE exchanged with the buyer. Your reps stop asking finance for context — and your CA stops chasing them for clarification.
- Live timeline pulled from Books, Helpdesk, Projects and Campaigns
- Dedupe rules that survive messy Tally exports and Excel imports
- Per-field permissions — your AEs see deals, not P&L
- One unified contact across phone, email, WhatsApp and Instagram DMs
Forecasts your CFO will trust.
Three forecast models running in parallel — committed (what the AE verbally commits to), best case (what could land if the planets align), AI-weighted (what Tracket's model predicts based on engagement and deal-shape) — tracked against actuals so reps stop sandbagging by week three of the quarter.
- Per-rep, per-team, per-segment, per-region rollups
- Variance alerts in Slack, WhatsApp and email
- Quarter-end snapshots locked automatically for audit
- Indian fiscal year (Apr-Mar) and Canadian calendar year both supported
WhatsApp-first selling, GST-ready quoting.
India's B2B selling runs on WhatsApp. Tracket CRM is the only flagship CRM with native WhatsApp Business as a first-class channel — not a paid add-on, not a third-party plugin, and not a deprecated experiment.
Inbox + templates + broadcasts
Single inbox across all your WABA numbers. Pre-approved templates for quotes, follow-ups, and OTPs. Broadcast lists with opt-in management. Every message attaches to the contact's Atlas record automatically.
HSN/SAC, place-of-supply, IRN
Every quote includes HSN/SAC codes, GST split (CGST + SGST or IGST based on place-of-supply logic), and converts to a GSTN-compliant e-Invoice with IRN and QR code in one click.
UPI, Razorpay, RTGS, NEFT
Send payment links via WhatsApp or email. Accept UPI, RuPay, NetBanking, Razorpay, PayU and Cashfree. Auto-reconcile incoming payments to the originating quote and deal.
EN, हिन्दी, ગુજરાતી, मराठी
Full Hindi, Gujarati and Marathi UI for sales teams across North and West India. Quotes and email templates can be sent in any of these languages with proper Unicode rendering.
Bilingual. CRA-aware. Interac-ready.
Canadian SMBs need a CRM that speaks both English and French, handles GST/HST/PST/QST correctly, and understands that "January 31 T4 deadline" matters more than any other deadline of the year.
French / English everywhere
Every screen, every error message, every email template available in both English and French (Quebec French specifically). Switch on a per-user basis. Quebec Law 25 consent flows built in.
GST / HST / PST / QST
Every quote calculates the right tax for the customer's province automatically — 5% GST in Alberta, 13% HST in Ontario, GST + 7% PST in BC, GST + QST in Quebec. T1 corporate tax export from deal-revenue annually.
Interac, ACH, Stripe
Native Interac e-Transfer support for B2B payments. ACH for US-Canada cross-border. Stripe Canada for credit cards. Auto-reconciliation against quotes — no FreshBooks-style spreadsheet exports.
Toronto + Montreal regions
Canadian workspaces stay in Canada — primary data centre in Toronto (AWS ca-central-1), secondary in Montreal. PIPEDA-compliant by default. Quebec Law 25 consent and breach-notification flows.
Automate the boring 80%.
Drag-and-drop workflows across all 60+ apps. When a deal closes in CRM, create the project, draft the GST invoice in Books, ping onboarding via WhatsApp, schedule the implementation kickoff in Calendar, and add the customer to the Q4 newsletter — automatically.
- 200+ pre-built triggers, no-code editor
- Scheduled jobs with cron-style control (IST, EST, PST timezones aware)
- Inspect every run, replay any step
- WhatsApp Business actions as first-class workflow steps
Tracket CRM vs. Zoho, Salesforce, HubSpot.
An honest comparison. We win on India compliance, WhatsApp depth and unified suite. Salesforce wins on customisation extremes. Zoho wins on price for very small teams. Pick your trade-off.
| Tracket CRM | Zoho CRM | Salesforce | HubSpot | |
|---|---|---|---|---|
| Starts at | ₹1,499 / mo | ₹1,300 / mo | ₹2,500 / mo | Free + paid |
| WhatsApp Business native | ✓ first-class | Add-on | Add-on | Add-on |
| GST-ready quoting | ✓ built-in | Books-only | — | — |
| e-Invoice / IRN | ✓ built-in | Books module | — | — |
| Hindi / Gujarati / Marathi | ✓ | ✓ | EN only | EN only |
| Books integration | Same suite | Same suite | Via Stripe | Via QBO |
| CRA / GST/HST (Canada) | ✓ built-in | Books only | Add-on | Add-on |
| Free Tally / Zoho migration | Annual Pro+ | — | Paid | Paid |
| Indian phone / WhatsApp support | 9-9 IST | 9-5 IST email |
Plays nicely with the tools you keep.
Frequently asked.
Forecast accuracy went from 'maybe' to 92% in a quarter.
Get your pipeline off Excel this week.
Free 30-day trial. Free migration on annual plans. India: +91 261 297 4500 · Canada: +1 416 845 0190.