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RevOps Enabling End-to-End CRM Solution

For Faster Conversion and Increased Customer Retention

RevOps enabling, AI-Driven Complete CRM for Sales, Marketing, Customer Support and Success. Empower your teams to work as One.

Trusted by 12000+ Users Across India and SEA

  • Aavnii
  • Astral Pipes
  • Exide
  • Fatakpay
  • Impactguru
  • Ketto
  • Lokmanya
  • Manipal Hospitals
  • Mazars
  • Pidlite
  • Trdfin
  • Zypp

One Powerful Platform for the entire Customer lifecycle.

No More Fragmented Systems | No More Silos Between Teams | No More Lead and Revenue Leakages

Corefactors AI CRM is a Customer Relationship Management (CRM) Software that help enterprises in enabling RevOps. The solution is designed to streamline and optimize revenue generation by reducing revenue leakage and unlocking untapped potential. It is a unified platform, that brings all your customer facing teams (sales, marketing, support and success) onto one platform to enable seamless collaboration and to empower them to work together towards a common goal of revenue growth.

Marketing Box

Marketing Box: Designed to automate and personlaize marketing communication.

  • Generate new leads
  • Segment customers
  • Create compelling landing pages
  • Craft personalized email/SMS/WhatsApp Sequences
  • Reach wider audience with bulk email and SMS campaigns
  • Create, organize, and utilize marketing content templates on the go
Sales Box

Sales Box: Streamline sales and lead management

  • Capture, track, and nurture leads
  • Engage customers across multiple channels
  • Monitor on-field sales team with Geo-tagging
  • Manage multiple pipelines for various business segments/teams
  • Stay on top of task and activities to drive efficient sales process
  • Analyze sales, leads, stages, performance, and productivity metrics
Support Box

Support Box: Keep customers engaged and satisfied with robust customer servie

  • Real time activity logs
  • Capture, assign, and track support tickets
  • Track and improve customer services using rich analytics
  • Securely store and access important files within the platform
  • Manage multiple sevice level agreements to meet customer expections
  • Enhance customer communication with cloud telephony, IVR, and SMS Services
Success Box

Success Box: Drive customer retention and nurture everlasting relationships

  • Record transaction details
  • Automate Renewal process
  • Run campaigns to monitor customer satisifaction
  • Track product and service usage for insightful customer analysis
  • Gain a comprehensive view of customer interactions and engangement history

Features that empower your teams for Sustainable Growth

Corefactors AI CRM is your go-to platform designed to revolutionize the way you manage customer relationships across their entire lifecycle. From seamless collaboration to personalized experiences to data driven decisions, everything your customer facing teams need, all in one platform.

Sell Faster and Smarter with the Power of AI

Tailor Corefactors AI CRM to match various sales stages, from lead capture to conversion. Streamline data entry, ensure no crucial details are overlooked, and enjoy features like automated lead handling, AI-driven scoring, effortless revenue tracking for individuals and teams, and more.


Lead Management

Instantly capture leads from multiple sources to the AI CRM, auto-assign by location, team, and source. Easily organize and access customer details with a few clicks.


AI-based Lead Scoring

Prioritize and close hot prospects faster with AI-based recommendations and automated lead scoring. Studies show AI-based lead scoring in your CRM can increase revenue by up to 2.5X.


Target and Pipeline Management

Define your sales territories, teams, user hierarchies, and set revenue targets to track and manage diverse pipelines for various business segments and teams with ease.


Sales Funnel Management

Enhance sales funnel tracking by defining cycle stages. Visualize lead progression, spot bottlenecks, assess rep performance across stages, and measure key time metrics.

Maximize Impact of your Marketing Efforts

Increase alignment of marketing team with other customer facing teams like sales, customer support, and customer success for enhanced customer experience, driving sales as well as customer retention. Empower your marketing team to run targeted campaigns with personalized and contextualized messages to drive better results like lead generation, engagement, conversion, satisfaction, and retention.


Customer Segmentation

Create different customer segments based on their past interactions, persona, product usage, journey, stage, etc. And then target them with content relevant for each segment to drive increased engagement and result. Manage all the segment at one place with ease.


Content Management

Utilize creative and enticing templates of email, SMS, and WhatsApp for different scenarios. Define accessibility, group them and access them on the go.


Landing Page Editor

Create stunning landing pages effortlessly without the need for technical expertise using inbuilt drag and drop landing page editor.


Email/SMS/WhatsApp Sequencing

Create automated personalized customer journeys based on pre-defined triggers along customer lifecycle on their preferred channels - email, SMS, and WhatsApp. Keep a tab on the journey taken by each prospect/customer and optimize future communication accordingly.

Simplify and Enrich Customer Communication

Powerful telephony solutions designed to elevate communication efficiency. Send and receive high volume of calls, manage multi-level IVR, bulk SMS, multiple toll free numbers and more, economically and effectively.


Cloud Telephony

Cloud-hosted phone system for flexibility, high-volume calls via click-to-call. Eliminate the need for on-site hardware. Elevate team productivity and enhance customer experience with a progressive auto dialer.


Multi-level IVR

Design custom Interactive Voice Response systems with multiple levels to guide callers to the appropriate destination, saving cost of tele-callers. Launch voice campaign in just few clicks.


Missed Call Service

Enable customers to register interest or receive information with just a missed call. Execute missed call campaigns and simplify lead generation and feedback collection.


Bulk SMS

Reach a large audience instantly through SMS campaigns, driving promotions, updates, OTP verification, transactional SMS, and other customer communications across journey with Bulk SMS service.

Mobile CRM: Connect Anywhere, Anytime

Access customer contact details and other relevant information like past interaction details, dashboard, task and activity immediately on the go using the Mobile app. Engage via telephony, email, and schedule online/offline meetings. Stay super-responsive, whether on-the-go or occupied elsewhere.


Initiate Instant Conversation

Reach more prospects and customers in less time using progressive dialer from the mobile app. Start a conversation with prospects as soon as they fill lead forms with auto dialer and automated journey.


Task & Activity Management on the Go

Engage with prospects and customers, update customer details, schedule follow-ups, meetings, and more from anywhere. Execute sales related operations in few clicks, manually or automate it by defining rules.


Geo Tagging

Capture location of customers and agents and optimize field operations with real-time geolocation tracking.



Stay informed, act on tasks, meetings, follow-ups, and never miss opportunities with app alerts and notifications. Access sales reports, team productivity and performance within the app.

Make Communication with Customers Easy and Effective

Connect flexibly through SMS, WhatsApp, Email, Call. Send personalized messages through easy clicks. Leverage a centralized correspondence history in Corefactors AI CRM. Access detailed reports to bounces, opens, clicks, engagement, templates, time records, and enhance impactful communication.



Make calls directly from Corefactors AI CRM and get detailed call reports, sales team productivity, and performance reports.



Connect your email and organize your customers’ emails in Corefactors AI CRM. Send personalized emails from the CRM and use detailed report to improve engagement.


Integrate WhatsApp with Corefactors AI CRM and improve conversion rates and customer experience effortlessly.



Send promotional, transactional, updates and OTP messages in bulk, economically using inbuilt SMS feature of Corefactors AI CRM. Get detailed reports on engagement to enhance experience.

Provide Support Round the Clock

Empower customer support through instant mobile access to contact details, past interaction, and an efficient ticket management system that can be automated. Engage via telephony, email, schedule meetings, stay super-responsive anytime, anywhere.


Ticket Management

Automatically capture and assign tickets to right agents. Track support tickets efficiently with real-time activity logs.


Multiple SLA Management

Define nature of tickets like criticality and importance to manage multiple service level agreements (SLA) based on expected TAT for each ticket. Automatically raise alerts on SLA breach.


Complete Interaction History

Gain a comprehensive view of customer interactions and engagement history anytime and provide support accordingly.



Stay informed and get alerts about new tickets, ownership changes, SLA alerts, and reminders. Auto-update customers on queries using predefined triggers with auto messages and replies.

Stay on Top of Things that Matter Most

Outshine competition: Empower customer-facing teams for efficiency. Corefactors AI CRM automates workflows, operations, and processes, ensuring, no missed opportunities, follow-ups, or meetings. Prioritize right opportunities, focus on relationships, amplify productivity.


Workflow Rules

Set workflow rules, automate tasks. Empower sales, marketing, service, success teams to focus on closing deals and elevating customer experience, leaving routine tasks to Corefactors AI CRM.


Notification, Alerts & Reminder

Whether it is scheduled follow ups or meetings or ticket closure TAT or e-mails to be to sent to the customer, Corefactors AI CRM never let’s you miss any opportunity, tickets, follow ups.


360° Data & Activity capture

Corefactors AI CRM automatically captures and records all task and activity made against a lead or a customer for future retrieval. This enables you to improve customer interaction.

Data-Driven Insights with Powerful Dashboards

Vital to Corefactors AI CRM, dashboards and reports automatically capture key insights throughout the customer lifecycle. Empower informed decisions, efficiency, and exceptional customer experience. Replicate success, improve on failures.

Focus on Customer Loyalty and Building Long-term Relationships

Where customer support reacts, customer success anticipates. Predict and tackle challenges, infuse every interaction with delight, and drive customer value from the product.


Transcation Capture

Integrate your accounting system or payment gateways with Corefactors AI CRM using APIs to automatically capture payments made by customers. Tag and categorize them to make better decisions.


Renewal Automation

Configure payment schedules, and follow up communications. Let the AI CRM monitor accounts to identify overdue payments and manage payment collection by itself.


Customer Satification Analysis

Track customer satisfaction through surveys, retention programs, referrals, loyalty programs, events, and retention statistics. Gauge health/CSAT scores to curb churn through data-driven actions.


360° Customer and Business view

Seamlessly record and access full customer journey - marketing, sales, support, in real time. View emails, interactions, product use, agent engagement, queries, and more.

Additional tools to keep your team organized


Attendance Management

Track your team's attendance and optimize workforce efficiency.


Calendar Management

Effortlessly manage completed, in-progress, and upcoming tasks and meetings.


Files Storage

Securely store and access important files within the platform.

Why choose Corefactors AI CRM?

Well, there are many reasons, but we summed up few that matter most.


RevOps-enabled Business

Achieve seamless integration and alignment between your revenue-generating teams.


A Centralized Platform

Break silos and enable unhindered data flow between your customer-facing teams. One platform to replace multiple tools and gain a 360° customer view.


Quick and Easy Setup

Customizable to fit your business needs. Get integration, testing, training, and more, done in a matter of days.


Unmatched Customer Support

A young, energetic, and dedicated team of professionals at your service.

Only Sales and Marketing module is available. Need 3rd Party Integrations for Telephony and Customer Support





Customer Support




Separate module for Sales, Marketing and Customer available. Need 3rd Party Integrations for Telepphony.





Customer Support




All-in-one Integrated CRM suite for sales, marketing, customer support and customer success with inbuilt telephony

Sapling Package


Tree Package


Hear From Our Happy Customers

Thanks to Corefactors, reps from our loan documents scrutiny team, payment collection team, and customer support team are now effortlessly reaching 7,500 prospects per month, ensuring seamless customer interactions and contributing to our milestone of Rs. 555 Crore in disbursed loans.

Mr. Aniket Telecalling Head, HMPL Hindusthan Microfinance

The good part about Corefactors is that they are very modular, they accept the customer's problems, and they are ready to customize the CRM for the customer and that too at superfast pace. That's the Startup DNA that I like about Corefactors. They are always ready to solve problems and serve the customer.

Akash Gupta Co-Founder & CEO, ZYPP Electric Zypp Electric

Corefactors CRM transformed our business development structure. Previously lacking a systematic approach to track and convert opportunities, we now have an effective central lead management system for monitoring leads, opportunities, and targets. It provides a holistic view to our teams, leadership, and management, enabling us to allocate support and convert opportunities into revenues. Thanks to Corefactors, our sales processes have been greatly improved.

Nitin Sehgal Directors, Mazars in India Mazars

We were facing serious difficulties in finding the right cost and work-effective CRM and we needed fast implementation. Corefactors helped us win over all the challenges related to building customer relationship. The ease of customization with Corefactors AI CRM to incorporate all required features to suite our business needs, astonished me.

Zuheb Shaikh AVP Contact Center, Ketto Ketto
Senthil Akash Nitin Zuheb

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AI-driven CRM software analyzes customer data to generate actionable insights. It helps businesses understand customer behavior, preferences, and needs more accurately. These insights enable personalized marketing campaigns, targeted sales strategies, and improved customer experiences.AI CRM automates routine and repetitive tasks, freeing up sales teams' time to focus on high-value activities. Tasks such as data entry, lead scoring, email responses, and appointment scheduling can be automated, reducing manual effort and increasing overall productivity.
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There are various types of CRM software available, each designed to cater to specific business needs and requirements. Some common types of CRM software include Operational CRM, Analytical CRM, Collaborative CRM, Mobile CRM, Small Business CRM, Enterprise CRM software, and industry-specific CRM like Real Estate CRM, Healthcare CRM, Financial service CRM or Fintech CRM, Education service CRM or Edtech CRM, etc. It's important to note that some CRM software solutions may offer a combination of these types, providing comprehensive all-in-one CRM software like Corefactors AI CRM.
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An all-in-one CRM software, also known as a unified CRM or integrated CRM, is a comprehensive solution that combines multiple CRM functionalities into a single platform. It aims to provide businesses with a centralized system to manage various aspects of customer relationships and sales processes. It eliminates the need for multiple software solutions, reduces data silos, and enables businesses to have a unified view of customer interactions and sales activities.
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Determining the "best" CRM software depends on your specific business needs, requirements, and preferences. There are several reputable CRM software options available in the market, each with its own strengths and features. However, in today’s competitive business environment where customers expect personalized and exceptional experiences across the journey, businesses should only consider CRM that enables RevOps in their business processes.
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