Vettrix CRM Lite

Shanki System India Pvt Ltd

About this app

Vettrix CRM Lite is a powerful, mobile-first CRM built for sales teams, field reps, and growing businesses who need to manage leads, contacts, and deals on the go. Track every customer interaction, automatically log calls, and never miss a follow-up — all from your Android device.
Whether you're running a small sales team or scaling a multi-branch operation, Vettrix CRM gives you the tools to capture leads, close deals, and stay organized without the bloat of enterprise software.
KEY FEATURES
Automatic Call Recording and Logging
Every incoming and outgoing call is automatically detected, logged, and matched to the right contact or lead in your CRM. Recordings are saved and linked to customer profiles for easy review, training, and compliance.
Lead and Contact Management
Capture leads from multiple sources, assign them to team members, and track every touchpoint. Maintain a complete 360-degree view of every customer with notes, activities, files, and communication history in one place.
Opportunity and Deal Pipeline
Visualize your sales pipeline, move deals through stages, and forecast revenue with clarity. Track win and loss reasons and identify bottlenecks before they cost you deals.
Tasks and Activity Tracking
Schedule meetings, set reminders, log activities, and assign tasks to your team. Get notified about upcoming follow-ups so nothing slips through the cracks.
File Matching and Attachments
Attach documents, recordings, and images directly to leads, contacts, and deals. Smart file matching automatically links call recordings and uploads to the right records.
Multi-Module Flexibility
Access 26+ modules including Leads, Contacts, Accounts, Opportunities, Quotes, Invoices, Products, and more. Customize fields and modules to match your business workflow.
Real-Time Sync
All your data syncs in real time with the Vettrix web platform, so your team stays aligned whether they are in the office or on the field.
Secure and Multi-Tenant
Enterprise-grade security with role-based access control. Your data stays private, isolated, and protected.
BUILT FOR

Field sales executives and outside sales teams
Inside sales and tele-calling teams
Real estate agents and brokers
Insurance and financial advisors
Service businesses and agencies
Small and medium businesses scaling their sales operations

WHY VETTRIX CRM?
Unlike heavy enterprise CRMs that take weeks to set up, Vettrix is designed to get your team productive in minutes. We focus on what sales teams actually do every day — making calls, following up, and closing deals — and remove the friction that slows them down.
PERMISSIONS
Vettrix CRM Lite requires certain permissions to deliver core features:

Phone and Call Log: To detect and log calls automatically
Microphone and Storage: To record calls and attach recordings to records
Contacts: To match calls with your CRM contacts
Notifications: To alert you about tasks, follow-ups, and updates
Background Activity: To ensure call detection works reliably

We respect your privacy. All data is encrypted and used only to power CRM features for your account.
GET STARTED
To use Vettrix CRM Lite, you will need an active Vettrix account. New to Vettrix? Visit our website to start a free trial and set up your workspace.
Need help? Our support team is ready to assist you with onboarding, configuration, and any questions about scaling your sales operations.
Download Vettrix CRM Lite today and turn your Android phone into a powerful sales companion.