B2B & IndiaMART CRM

Turn IndiaMART enquiries into GST invoices, faster.

B2B buyers send the same enquiry to ten suppliers on IndiaMART. The first one to call with a sensible quote usually wins. DialSathi pulls every enquiry in automatically, gets it to a salesperson in minutes and carries the deal all the way to a GST invoice.

The problem

What slows B2B & IndiaMART sales teams down.

01

Copying leads from the IndiaMART panel

Someone downloads enquiries by hand, so buyers wait hours for a call.

02

Quotes in Word and WhatsApp

Quotations live in files and chats, disconnected from the lead.

03

Re-typing customers into accounting

The won deal is typed again into the billing software and again into Tally.

04

No follow-up discipline

Buyers who asked for a quote next week are never called back.

How it works

One lead, from enquiry to closed deal.

  1. 1

    IndiaMART sync

    IndiaMART enquiries arrive automatically through a signed webhook, grouped into one batch per day.

  2. 2

    Assign by product or region

    Distribute to the right salespeople with round robin, equal split or least loaded.

  3. 3

    Call the buyer first

    One click to call, recorded and logged, with the next follow-up set as the call ends.

  4. 4

    Quote → order → invoice

    With Sales & Billing, a won lead becomes a quotation, sales order and GST invoice without re-entering the customer. CGST, SGST or IGST is worked out from HSN/SAC codes and place of supply.

  5. 5

    Export to accounts

    Export issued invoices to Tally and see receivables ageing and a GSTR-1 style monthly summary.

Features

What your B2B & IndiaMART team gets.

IndiaMART integration

Automatic, signature-checked lead import from IndiaMART.

GST invoices

CGST, SGST and IGST calculated automatically.

Payments ledger

Record payments and track receivables ageing.

Tally export

Send issued invoices to your accountant as a Tally-ready CSV.

WhatsApp follow-ups

Send catalogues and quote reminders as approved templates.

Lead scoring

Prioritise buyers most likely to order.

See every feature

FAQ

B2B & IndiaMART CRM questions.

How does the IndiaMART integration work?

IndiaMART pushes each enquiry to your DialSathi workspace. The webhook is verified before a lead is created, and leads are grouped into a daily batch ready to distribute.

Can I create GST invoices in DialSathi?

Yes, with the Sales & Billing module. It handles quotations, sales orders and invoices with GST from HSN/SAC codes and place of supply.

Does it integrate with Tally?

Issued invoices export as a CSV in a layout Tally's import accepts, for any date range.

Which plan includes IndiaMART integration?

API integration with IndiaMART, Meta, Google Ads and JustDial is available with both the Growth and Enterprise plans.

Get started

Make your first call from DialSathi today.

We'll set up your workspace, import a sample of your leads and walk your team through it in 30 minutes.