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Transform Your Service Business into a High-Performance Revenue Engine

Stop losing leads to disconnected teams and manual silos. Corefactors is the only AI-powered CRM
software designed to align sales, marketing, and customer support and unleash revenue potential.

Book a Free Demo
Join 20,000+ users across Banking, IT, Education, and Consultancy who closed 30% more deals last year.

Built for Relationships,
Not Retail

We specialize in helping high-growth service teams manage the client lifecycle.

🏦 Financial Services

Banking, Fintech, and Insurance teams managing complex pipelines.

💻 Professional Services

IT, Consultancy, and Online Services requiring precise tracking.

🎓 Education

Coaching, EdTech, and Training centers managing student lifecycles.

⚠️ Note
Corefactors is a pure-play Customer Relationship Management platform. If you are looking for physical inventory tracking or invoicing or ERPs, we may not be the right fit.

Everything Your Revenue Teams Need
‍In One Platform

Lead Management
OmniChannel Communication
WorkFlow & Journey Automation
Mobile CRM App
Ticketing & Customer Support
360° Revenue Intelligence

Never Miss a Lead. Never Chase the Wrong One.

Capture, qualify, assign, and prioritize every lead automatically—across all sources and teams.

Auto Lead Capture
Automatically capture leads from Website, WhatsApp, Ads, Marketplaces, Portals & APIs into one system—no manual entry, no data loss.
Smart Lead Distribution
Auto-assign leads based on source, location, shift timing, availability, or business rules—ensuring faster response and fair workload.
AI Lead Scoring & Prioritization
AI predicts conversion probability using real engagement data, so teams focus on leads most likely to close.
Clean, Structured Lead Data
Custom layouts, validation rules, and field-level controls keep CRM data accurate, usable, and audit-ready.

Stop guessing. See exactly where lead stands.

Instantly identify hot prospects from cold ones.

Plan, allocate, resource or identify bottlenecks in sales efforts.

Be Everywhere Your Customers Are—From One Platform.

Engage prospects and customers across WhatsApp, Calls, Email & SMS—without switching tools.

Two-Way WhatsApp Inside CRM
Manage real-time WhatsApp conversations directly from lead or ticket records—no external portals.
Integrated Calling & Telephony
Click-to-call, call logs, recordings, dispositions, and AI insights—mapped to every lead automatically.
Multi-Channel Visibility
Every message, call, reply, and follow-up is logged under one timeline for complete context.
Complete Communication Analytics
 Track response times, agent performance, inbound/outbound volume, and keyword trends.

Stop guessing. See exactly where lead stands.

Instantly identify hot prospects from cold ones.

Plan, allocate, resource or identify bottlenecks in sales efforts.

Automate Follow-Ups. Eliminate Human Delay.

Trigger the right action, message, or task at the right moment—automatically.

Journey-Based Automation
Build intelligent journeys across lead stages, actions, or dates—without coding.
Auto Tasks & Meetings
Instantly create tasks, meetings, or follow-ups when leads change stages or hit milestones.

Conditional Engagement Control
Stop nurturing once deals close, payments happen, or conditions are met—no over-communication.

Smart Field & Pipeline Updates
Auto-update fields, move leads across pipelines, or reassign ownership based on real events.

Stop guessing. See exactly where lead stands.

Instantly identify hot prospects from cold ones.

Plan, allocate, resource or identify bottlenecks in sales efforts.

Stay Productive on the Move.

Manage leads, tasks & calls - anytime, anywhere.

Lead Management on the Go
Track, engage, and act on leads instantly—wherever your sales team is.
On the Go Task Tracker
Ensure nothing slips through the cracks with a built-in Task Tracker.
One-Touch Communication
Call, SMS, Email or WhatsApp prospects in one-touch. Every interaction is automatically logged.
Geo-Tracking
Gain complete visibility into your field sales operations with real-time Geo-Tracking.

Stop guessing. See exactly where lead stands.

Instantly identify hot prospects from cold ones.

Plan, allocate, resource or identify bottlenecks in sales efforts.

Turn Support into Retention & Expansion.

Manage customer issues, renewals, and post-sales engagement—without losing context.

Integrated Ticketing System
 Convert conversations into tickets with ownership, SLA tracking, and resolution workflows.
Support Journey Automation
Auto-replies, escalations, and internal alerts via Email, SMS & WhatsApp.
Customer History Visibility
Sales, support, communication, and payment history—all visible in one place.
Support Performance Reporting
Track resolution time, agent workload, ticket status, and customer responsiveness.

Stop guessing. See exactly where lead stands.

Instantly identify hot prospects from cold ones.

Plan, allocate, resource or identify bottlenecks in sales efforts.

One Dashboard. Total Business Clarity.

Make faster, smarter decisions with real-time visibility across sales, support, and productivity.

Visual Sales Pipelines
Get real-time insight into pipeline health, reduce uncertainty, and forecast revenue with confidence.
Stage-wise Opportunity insights
Uncover stage delays and performance gaps across your entire sales funnel.
Real-time Revenue Dashboards
Access visual summaries of leads, revenue, and conversions across teams in real time.
Productivity & Performance Reports
Track calls, task completion, follow-ups, targets, and agent efficiency.

Stop guessing. See exactly where lead stands.

Instantly identify hot prospects from cold ones.

Plan, allocate, resource or identify bottlenecks in sales efforts.

Everything Your Revenue Teams Need
In One Platform

Lead Management

Capture, qualify, assign, and prioritize every lead automatically across all sources so your teams respond faster and focus on the highest-value prospects.

Illustration Representing Unified Platform for CRM
Done
Auto capture from all touchpoints
Done
Smart auto lead assignment
Done
AI-based lead prioritization
Done
Clean, structured lead data
OmniChannel Communication

Interact to leads and customers on WhatsApp, Calls, SMS, and Email — all logged in one timeline for full context and better follow-ups.

Done
Two-way whatsapp inside CRM
Done
Integrated calling & telephony
Done
Full interaction history view
Done
Channel-wise reports
Illustration Representing Unified Platform for CRM
Workflow & Journey Automation

Automate key actions, tasks, and follow-ups across the customer journey — so nothing slips through the cracks and teams stay in sync.

Illustration Representing Unified Platform for CRM
Done
Journey-based automation
Done
Auto tasks & meetings
Done
Conditional engagement control
Done
Smart field & pipeline updates
Mobile CRM App

Empower your sales and on-field teams to manage leads, tasks, and customer interactions anytime, anywhere with a powerful mobile CRM app built for field productivity.

Illustration Representing Unified Platform for CRM
Done
Access CRM anytime, anywhere
Done
Leads & tasks on mobile
Done
One-tap calls & follow-ups
Done
Real-time field activity tracking
Ticketing & Customer Support

Resolve customer issues faster with integrated ticketing, SLA tracking, and full context from past interactions for better retention and loyalty.

Illustration Representing Unified Platform for CRM
Done
Integrated ticketing system
Done
Support journey automation
Done
Customer history visibility
Done
support performance reports
360° Revenue Intelligence

Get complete visibility into deals, pipelines, and revenue performance with real-time insights that help you identify bottlenecks, forecast accurately, and drive consistent growth.

Illustration Representing Unified Platform for CRM
Done
Visual sales pipelines
Done
Real-time revenue dashboards
Done
Stage-wise opportunity insights
Done
Productivity & performance reports

Don’t Just Track Leads. Predict Them

Leverage AI-Driven Intelligence to outsmart the competition.

AI Lead Conversion Scoring

Stop guessing who to call. Our AI predicts the probability of conversion based on real-time activity and behavioral signals.

AI Call Intelligence

Get deep insights into every conversation. Our AI analyzes sentiment, detects buying signals, and scores agent clarity automatically.

AI Insights & Next-Best Actions

Automatically detect intent signals and get guided recommendations to engage leads more effectively and close faster.

The Integrations Your Business Need

Brands we have worked with

What Our Customers Stay

Hear From Our Happy Customers Quotes Logo

You are always the king, if you are a customer of Corefactors, that is the level of their support.

Read Moreless

Senthil V Kumar

Head of Operations, Euro Exim Bank

Hear From Our Happy Customers Quotes Logo

Having worked with Leadsquared and Salesforce before this, trust me when i say this, you guys are way better

Read Moreless

Mr. Anshuman Singh

Senior Manager, Greater Bombay Co-operative Bank Limited

Hear From Our Happy Customers Quotes Logo

The value for the price of Corefactors and its scalability is above par.

lessRead More

Vijay Kadam

Co-Founder, Finfinity

Hear From Our Customers Left Arrow
Hear From Our Customers Right Arrow

How We’re Different

Unify your revenue teams, boost collaboration, and drive predictable
growth with our AI Powered CRM solution.

AI Powered

AI-driven insights for smarter decisions and accelerated growth.

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Advanced Automation

Workflow automation that enhances the productivity and efficiency of users.

Learn More
Scalable and Customizable

Tailored solutions that fit your business needs and grow with your business.

Learn More
Secured

ISO 27001 and AICPA SOC Type II certified ensuring your data is always secured.

Learn More

Corefactors vs CRM Giants

A clear comparison between a modern RevOps CRM built for growing
‍‍businesses & traditional enterprise CRM platforms like Salesforce & Zoho.

Corefactors RevOps CRM
Other CRM (Zoho & SalesForce)
Features
Only Essential Features
Feature-heavy, bloated
Ease of Use
Simple & Intuitive UI
Complex, steep learning
Customization
Pick what you need
Limited by rigid tiers
Support
Direct & Priority Support
Paid or tiered support
Implementation
Fast setup, no hassle
Long & consultant-led
Plans & Pricing
Starts ₹199, modular
Expensive tier jumps

Outperforming the Giants

Greater Bank - CustomerLogo
"Everything we do today happens in real time. Our sales team doesn't wait,
our customers don't wait, and our business moves faster than ever before.
— Yash Mishra, Product Manager.
Greater Bank - CustomerLogo
"We have gone from 35 users to 117 users in less than 45 days. This expansion is only because our experience was worth it. Having worked with Leadsquared and Salesforce before, trust me when I say this, you guys are way better."
— Mr. Anshuman Singh, Senior Manager.
Greater Bank - CustomerLogo
"We compared available options in the market based on their product fit, cost, and customer service. Corefactors was a clear winner."
— Mr. Vijay Kadam, Co-Founder.
Greater Bank - CustomerLogo
"We scouted the best CRM solutions, including the ones top banks use. Corefactors stood out because it wasn't just a database; it was a perfect product fit for our service ecosystem."
— Dhanajay Tambekar, MD & CEO.

117%

Daily Disbursement Increase

98%

Response Time Cut

75%

Increase in Successful First Contact Calls

FAQs

How long is the setup?
FAQ's Vertical DividerFAQ's Sections Horizontal Divider
Is it secure?
FAQ's Vertical DividerFAQ's Sections Horizontal Divider
Does this include inventory or retail invoicing?
FAQ's Vertical DividerFAQ's Sections Horizontal Divider
General

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Join 10,000+ users

Who grow their business with Corefactors

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Award winning platform

Discover Excellence with Corefactors

Try Corefactors CRM

Get a 7-day risk free trial. No credit card required

SignUp for a Free Trial Join 10,000+ Users Logo

Join 10,000+ users

Who grow their business with Corefactors

Sign up for your Free Trial Award winning platform Logo

Award winning platform

Discover Excellence with Corefactors

Try Corefactors CRM

Get a 7-day risk free trial. No credit card required