CRM & follow-ups

Every conversation.
A clear next step.

Customer records, notes, deal stages and reminders, kept together. Spend less time remembering where the conversation left off.

Rudra24 AI CRM pipeline
Fictional demo data

A pipeline you can follow.

Move the sample enquiry through its next steps.

New1

Oakfield Suites

Housekeeping enquiry

Ready to review

Contacted0

Follow-up0

One sample enquiry, ready to review.

The next step stays with the record, alongside your notes and activity.

A fictional enquiry. Moving a sample card does not contact anyone.

A place for each record

Customer details and deal stages stay together.

A visible next step

Keep notes, activities and follow-ups with the lead.

Review what happened

Reports draw on the records and activities you enter.

Customer context

The details matter.
Keep them close.

A pipeline is useful when the story behind each record is easy to find.

Customer records

Keep company details, conversation notes and recorded outcomes with the customer.

Deal stages

Move an enquiry through your pipeline as its status changes. Record what actually happened.

Activities and follow-ups

Track attempts, replies and the next action. Give the follow-up a clear owner and place.

Meetings and calendars

Save confirmed meeting details. Calendar and meeting-email actions need connected accounts.

How it works

Three steps from search to client.

Ask for what you need, review what comes back and choose the next step. You stay in control.

01

Bring in the record.

Start from a useful lead or a customer record you want to organise.

02

Record the conversation.

Add the channel, notes and actual outcome. Review suggestions before saving them.

03

Choose the next action.

Set a follow-up, confirm a meeting or update the pipeline when the status changes.

Clients & contracts

After the first yes.
Keep the work in view.

Keep confirmed clients, contract details and renewal dates organised. A won deal becomes a relationship worth keeping track of.

A client record.
A contract. A renewal.

Keep the dates and details your team enters in a dedicated client and contract workspace.

Confirmed outcomes, recorded by your team.
Reports & overview

See the progress.
Understand the context.

Review pipeline and activity data without separating the numbers from the records behind them.

Interactive reports

Open the records behind supported report views and explore the period you need.

Business outcomes

Review confirmed clients, contract information and recorded outcomes.

Activity history

Keep the trail of follow-ups and updates available for your team.

Renewal states

Review contract dates and renewals using the information entered in the app.

Inside the app · CRM & follow-ups

Know every client and what comes next.

Every deal, conversation and follow-up in one place — from the first call to the confirmed client.

What happens in this clip

Your next step

Less to juggle.
More room to grow.

Tell us how your team works. We’ll walk you through the parts of Rudra24 AI that fit.

Visit us

Come and meet us in Loni.

Find our head office, get directions or contact the team before your visit.

Head office
Rudra House
Plot No. 72, Street No. 2
Sunita Vihar, Loni, Ghaziabad
Uttar Pradesh, India 201102

Planning a visit? Contact our team so we can make time for you.

Opening the map…The live map needs an internet connection. Our address and phone number are beside the map.

Rudra24 DigitalHead office · Loni, Ghaziabad
Rudra House
Plot No. 72, Street No. 2
Sunita Vihar, Loni, Ghaziabad
Uttar Pradesh, India 201102
The pin marks our area in Loni. Directions use the full address.