Scalar360 CRM

CRM software for Indian SMEsTurn every lead into a clear next move.

Capture enquiries from spreadsheets, branded forms and Meta Lead Ads. Route them into the right pipeline, give every owner the next task and see what is moving revenue forward.

Book a CRM demoExplore every capability
scalar360 Search recordsAN
CRMSales pipeline
New businessPartnershipsRenewals
New₹4.2L
A
Aster WorksOwner · Ananya
N
Nila FoodsFollow-up today
Discovery₹3.1L
M
Mango StudioOwner · Ananya
H
Harbour Co.Follow-up today
Proposal₹2.4L
F
FieldnoteOwner · Ananya
K
Kaveri LabsFollow-up today
Won₹1.8L
O
Orchid SupplyOwner · Ananya
Illustrative product view · sample data
CSV & Excel importMeta Lead AdsMultiple pipelinesCustom fieldsFollow-up queuesWhen–If–Then automationWeighted forecastingPublic lead forms

Leads arrive from everywhere. Your process should not scatter.

A spreadsheet import, an Instagram form, a referral and a direct call can all represent the same kind of opportunity. Scalar360 brings them into one operating record without flattening the way your team sells.

Capture the signal, choose the path and keep the next action visible until the relationship moves forward.

Capture. Qualify. Follow through.

Four connected parts of the work, designed around the records your team already needs to maintain.

Bring every source into view

Capture without retyping the story.

CSV and Excel import, branded lead forms, embed options, API access and real-time Meta Instant Form ingestion.

Shape the sales process

More than one pipeline, without the mess.

Independent stages, ordering, visibility and win probability for every way your team sells.

Keep the team moving

The next action has the full context.

Follow-ups, tasks, owners, calls, meetings, WhatsApp, email, files and teammate mentions in one timeline.

Automate and measure

Protect the routine. Read the momentum.

When–If–Then workflows, weighted forecast, sales velocity, funnel movement and source or owner performance.

Everything your team can configure.

Open a capability to see how the working details fit together.

Bring leads and contacts in without rebuilding the same information by hand.

  • Create and edit leads and contacts with owners, company details, addresses, GSTIN, notes and deal value.
  • Import leads or contacts from CSV and Excel templates, with duplicate phone and email checks plus row-level results.
  • Build, theme, preview, publish and unpublish public lead forms using standard or custom fields.
See the complete feature set

From first signal to measured pipeline

A sales process that carries its context forward.

The CRM stays useful because capture, ownership, follow-through and reporting operate on the same lead record.

Walk through your workflow
scalar360 Search recordsAN
Lead formsCapture sources
Meta webhook live
New enquiryPublic form preview
Full name
Phone number
Company
Project requirement
Send enquiry
1

CSV & ExcelDuplicate checks on import

2

Website embedAllowed origins configured

3

Meta Instant FormMapped to New business

4

Custom APIKey active

Illustrative product view · sample data

Capture without re-entry

Every source can enter one clean process.

Import an existing list, publish a branded form, accept an API submission or connect Meta Instant Forms. New information lands in the pipeline your team expects.

scalar360 Search recordsAN
CRMSales pipeline
New businessPartnershipsRenewals
New₹4.2L
A
Aster WorksOwner · Ananya
N
Nila FoodsFollow-up today
Discovery₹3.1L
M
Mango StudioOwner · Ananya
H
Harbour Co.Follow-up today
Proposal₹2.4L
F
FieldnoteOwner · Ananya
K
Kaveri LabsFollow-up today
Won₹1.8L
O
Orchid SupplyOwner · Ananya
Illustrative product view · sample data

Shape the pipeline

One business can run more than one sales motion.

Keep a separate pipeline for each motion, configure its stages and attach a practical win probability to the work that remains open.

scalar360 Search recordsAN
Qualified leadMeera · Harbour Co.
Owner · Arjun
Deal value₹1,84,000
NewDiscovery3Qualified4Proposal
CallEmailWhatsAppShare

IndustryDistribution

RegionSouth

PriorityWarm

ActivityTasks 2

MeetingRequirements reviewed with MeeraToday · 11:30

EmailProposal and item details sentYesterday · 16:10

Note@Ananya to confirm delivery windowAug 29 · 10:20

Illustrative product view · sample data

Keep the relationship moving

The next action sits beside the full conversation.

Tasks, reminders, calls, meetings, messages, email and files share the lead record, with ownership and teammate mentions intact.

scalar360 Search recordsAN
AutomationRe-engage idle leads
Enabled
WHEN
Lead goes quietNo activity for 7 days
IF
Stage is QualifiedAND deal value is set
THEN
Notify lead ownerCreate follow-up task due today
Runs in the background and writes every action back to the lead.
Illustrative product view · sample data

Protect the routine

Let repeatable follow-through run in the background.

Use a clear When, If, Then builder to assign work, create tasks, send email, notify the right person and advance a lead when the conditions match.

scalar360 Search recordsAN
AnalyticsPipeline performance
All pipelines · 90 days
Open pipeline₹18.4Lvs previous period
Conversion28.6%vs previous period
Won value₹7.2Lvs previous period
Avg. days to win19vs previous period
Weighted forecast₹11.8L expected
Commit72%
Weighted58%
Best case94%
Funnel movementSource · owner
NewDiscoveryProposalWon
Illustrative product view · sample data

Read the pipeline

Measure momentum, not just the final result.

See conversion, aging, velocity, source quality, team performance and a weighted forecast with filters that match the pipeline under review.

See the whole sales process in one place.

Capture, organise, engage, automate and analyse without breaking the connection to the lead.

Capture

Bring leads and contacts in without rebuilding the same information by hand.

  • Create and edit leads and contacts with owners, company details and deal value.
  • Import from CSV and Excel with duplicate checks and row-level results.
  • Build, theme, publish and unpublish public lead forms.
  • Share forms by link, iframe, embed or API with origin and key controls.
  • Receive Facebook and Instagram Instant Form submissions in real time.
  • Map Meta form answers to fields, sources and pipelines.

Organise

Shape the records and sales paths around the way your team actually works.

  • Create, rename and reorder multiple pipelines for each sales motion.
  • Configure stages, ordering, visibility and Won or Lost rules.
  • Set win probabilities for weighted forecasting.
  • Maintain custom categories, sources and colours.
  • Add custom text, number, date, select, phone and file fields.
  • Search, sort and filter by stage, origin and date.

Engage

Put the next call, message, task and document beside the relationship it belongs to.

  • Schedule follow-ups and work today, upcoming and overdue queues.
  • Assign tasks with due dates and complete them from My Tasks.
  • Log notes, calls, meetings and WhatsApp in one timeline.
  • Mention teammates and keep ownership clear on every update.
  • Attach Drive-backed documents to timeline entries.
  • Send email, WhatsApp, click-to-call and share record links.
  • Reuse templates with lead, sender, org and value placeholders.

Automate

Turn repeatable follow-through into rules that keep working after the tab is closed.

  • Trigger on new lead, stage change or idle lead.
  • Match all or any conditions across stage, source, value and owner.
  • Create tasks, send email, notify teammates, add notes or change stages.
  • Start from recipes for welcome, handoff and re-engage flows.
  • Enable, pause and edit rules with a readable When–If–Then summary.

Analyse

See the work, value and momentum behind the pipeline instead of relying on a weekly reconstruction.

  • Review open pipeline value, won value, tasks and top open deals.
  • Inspect funnel movement, lead temperature, sources and latest activity.
  • Filter by pipeline, owner, source and date with flexible granularity.
  • Compare periods across conversion, won value and days to win.
  • Use weighted forecast, velocity, drop-off, aging and revenue trends.
  • Compare source performance, leaderboards and export CSV data.

The handoff is part of the relationship.

Convert a lead into a new or existing customer, preserve the CRM context and begin a prefilled quotation. Contacts can also hand directly into a new invoice without presenting billing as a CRM feature.

Sales & invoicingAnalytics & reportsProject management

Before you bring the pipeline across.

Can I import an existing lead or contact list?

Yes. Scalar360 provides CSV and Excel templates for leads and contacts. Imports report created, skipped and failed rows, and duplicate phone numbers or email addresses are skipped within the organisation.

Can different teams use different pipelines?

Yes. You can create and reorder multiple pipelines. Each pipeline keeps its own ordered stages, visibility settings and win probabilities, and leads or forms can be routed to the appropriate pipeline.

Can Meta Lead Ads create CRM leads automatically?

Yes, after the Meta app and permissions are configured. Connect a Facebook Page to receive Facebook and Instagram Instant Form submissions in real time, then map each form’s answers, source and destination pipeline.

Can I put a Scalar360 lead form on my website?

Yes. A published form can be shared as a public link, iframe or native JavaScript embed. API-key access is also available for retrieving a form definition and submitting leads from a custom integration.

What can CRM automations do?

Rules can react to a new lead, a stage change or an idle lead. After optional conditions, they can create a task, send templated email, notify a teammate, add a note, assign the lead or change its stage.

Can I customise the information stored on each record?

Yes. Leads and contacts support organisation-wide custom fields using text, number, date, select, phone and file types, including required and active settings.

Let’s connect
your business.

Bring your workflows. We’ll show you how they fit together in Scalar360.

Book a demosales@scalar360.com