Every customer, one record — always in sync
- ContactsPeople you sell to, auto-linked to app users and HR staff.
- CompaniesAccounts with their contacts, open deals and revenue.
- PipelinesA pipeline per product line, with its own stages.
- AutopilotAI reads calls and chats and does the follow-through.
- Duplicates & WorkflowsMerge duplicates and automate the routine steps.
Contacts
People you sell to. Auto-linked to app users & HR staff.| Name | Company | Phone / Email | Tags |
|---|---|---|---|
| RVRohan VermaOperations Head | Vayu Logistics | +91 98XXX 41207 | CustomerWhatsApp |
| AKAnanya KapoorPurchase Manager | Orbit Schools | ananya@orbit.in | Customer |
| NPNisha PatelDirector | Zyra Travels | +91 97XXX 11820 | Website |
| AVAnita VermaField Engineer | SpeedoOne | anita@speedoone.com | Staff |
People you sell to, in one place
Every contact carries their company, phone, email, source and owner — and is auto-linked to a matching app user and HR staff record by email or phone.
Auto-linked on save
Matched to app users and HR staff by email or phone.
Customer details
Mark as customer with GSTIN, credit limit, city and state.
Call in one tap
Call now from the row and see the full call history.
Sales orders
Jump to their sales orders and invoices in Products.
Contacts
Search, call, and see sales orders from one row| Name | Designation | City | Tag | GSTIN / Credit |
|---|---|---|---|---|
| RVRohan VermaVayu Logistics | Operations Head | Ranchi | Customer | GSTIN ✓ |
| AKAnanya KapoorOrbit Schools | Purchase Manager | Patna | Customer | ₹2,00,000 |
| DSDev SharmaSharma Transport | Owner | Kolkata | IndiaMART | — |
| AVAnita VermaSpeedoOne | Field Engineer | Ranchi | Staff | — |
Add a contact in seconds
One short form: name, designation, company, phone with country code for WhatsApp, email, source, owner and notes. Save it and SpeedoOne links it to the right people for you.
Link a company
Pick the company once — the contact shows on its record.
WhatsApp-ready phone
Numbers are saved with the country code for WhatsApp.
Source & owner
Know where the contact came from and who looks after it.
Auto-linked
Matched to app users and HR staff by email or phone.
On save, the contact is auto-linked to a matching app user and HR staff record by email/phone.
Accounts with the full picture
Each company keeps its contacts, open deals, industry, website and annual revenue together — so anyone on the team knows the account before they call.
Create the account
Name, industry, website, phone, email and address.
Link its contacts
Every person at the company shows on one record.
Follow open deals
See deals in progress and the history behind them.
Owner & revenue
Assign an owner and track annual revenue in ₹.
Companies
Accounts you sell to, with their contacts and deal history.| Company | Industry | Location | Contacts | Open deals | Owner |
|---|---|---|---|---|---|
| CMP-0042Vayu Logistics | Logistics | Ranchi, IN | 6 | 3 | Priya S. |
| CMP-0038Orbit Schools | Education | Patna, IN | 4 | 2 | Rahul K. |
| CMP-0031Zyra Travels | Travel | Kolkata, IN | 3 | 1 | Priya S. |
| CMP-0027Greenfield Logistics | Logistics | Delhi, IN | 5 | 0 | Mohit S. |
A pipeline for every product line
Run separate pipelines for different products or teams. Deals for a product land in its pipeline automatically, and a new pipeline can copy the stages of an existing one.
Products route deals
Deals for these products land in this pipeline.
Clone stages
Copy stages from another pipeline in one step.
Make default
One default pipeline for anything else.
Activate or pause
Deactivate a pipeline without losing its history.
Pipelines
Each product line gets its own stages| Pipeline | Stages | Products | Status |
|---|---|---|---|
| SalesDefault | New → Qualified → Proposal → Won | Any product | Active |
| GPS TrackingCloned from Sales | Demo → Trial → Installed → Won | VT-200, Dashcam | Active |
| AMC RenewalsService team | Due → Quoted → Renewed | AMC Plans | Active |
| ProjectsEnterprise | Scoping → Proposal → Signed | ERP Suite | Inactive |
Follow-through, on autopilot
Autopilot reads recorded calls and quiet chats across WhatsApp, email, Instagram, Messenger, Telegram, IndiaMART and live chat — then books the meeting, creates the task or adds the lead for you.
Reads calls & chats
Phone, in-app and WhatsApp calls once transcribed, and inbox messages.
You set how sure
Balanced by default; below the bar it logs instead of acting.
Does the follow-through
Books meetings, creates tasks, adds leads, confirms on WhatsApp.
Every action logged
What was said, what it did and where — on the record.
Autopilot
What Autopilot did — and whyStart your system of record.
Contacts, companies, pipelines and Autopilot — one record shared by Sales, Support and Accounting. Free to start.
FAQ
Records Questions, Answered.
The questions teams ask most when they set up SpeedoOne Records.