The sales CRM, chapter by chapter
From a fresh enquiry to an enrolled, thriving student — six chapters, one lead record.
Chapter 01 · Find
Know who to call next, not just who's new
Every lead is scored on real behaviour — not just source. Once your closed-lead volume clears the data threshold, win probability ranks the queue for you, with the reasons attached.
Chapter 02 · Route
First response in minutes, not hours
Nine allocation strategies route a new lead to the right counsellor by capacity, skill, or product ownership, with an SLA clock running the moment it lands. Leads that go cold recycle back into the pool automatically.
Allocation rule — Fresh CAT leads
SLA: first touch in 3 min
Feature spotlight
Try the allocation simulator
Pick a strategy and see exactly who a new lead would route to, before you ever change a live rule.
A recorded walkthrough is on the way — for now, this is the real interaction.
Chapter 03 · Engage
Meet students where they already are
WhatsApp, a conversational AI assistant, demo booking, and a personalised microsite per lead — all logged back to the same timeline your counsellors already work from.
Chapter 04 · Guide
Give every counsellor your best rep's instincts
Playbooks and pitch assist surface the right script and objection handling on the lead record itself — not a PDF nobody opens. Managers score real calls and set targets against the same data.
Playbook — First call script
Chapter 05 · Close
From payment link to enrolled in one flow
Generate a Razorpay payment link or a proposal straight from the lead, automate the follow-up workflow around it, and watch the whole pipeline move on a live board your manager already trusts.
New
24
Contacted
18
Payment link
6
Enrolled
11
Chapter 06 · Grow
The relationship doesn't end at enrolment
Attendance, mock scores, and login gaps from iVerse roll up into a green/amber/red health score per student — driving upsell, retention, and referral workflows automatically.
Enrolment health
Dashboards
Reports that explain themselves
CEO overview
New leads (MTD)
412
Conversion rate
18%
SLA compliance
94%
Root Cause Engine
Conversion dropped 6pp this week. Drilling in:
- ↳ Meta Ads source: -11pp
- ↳ Organic / referral: +2pp
- ↳ IPMAT product: -4pp
Customer story
iQuanta runs its full sales pipeline on iSales
From first enquiry to enrolment across CAT, IPMAT, and more — allocation, scoring, call logging, and payments in one system.
Read the story →Integrations
Fits into how leads already reach you
Telephony
Communication
Payments
Lead sources
Custom
Trust
Explainable AI
Every score, probability, and suggestion comes with its reasons — logged, not a black box.
Consent, captured
Every form and ingest point records consent; DND is checked before any call or SMS goes out.
Human authority, always
AI suggests — a person decides. Every AI-driven action has a per-org off switch and a human override.
Solutions
Built for how you sell
FAQ
Questions counsellors and CEOs actually ask
We haven't published fixed pricing yet — plans depend on team size and which modules you need. Book a demo and we'll walk through pricing for your team directly.
See it on your own leads
A 30-minute walkthrough with your own product, batches, and team structure — not a canned demo.