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CRM

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Simple CRM for Consultants & Advisors 

Manage client inquiries, track follow-ups, and close more engagements — without spreadsheets or complicated tools.

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Client inquiries from calls, WhatsApp, referrals, and email  

Follow-ups missed after first meetings  

No single place to track proposals and discussions  

Relying on memory to manage multiple clients 

Problem 

Why Lite CRM 

Built for consultants who sell through conversations  

Simple setup with no training  

Follow-up reminders so no client is forgotten  

One clear view of every lead, client, and engagement 

How it works

Get started in 3 simple steps 

Start Free in 30 Seconds 

Key Features 

  • Lead & contact management  
  • Follow-up reminders  
  • Simple deal pipeline for proposals  
  • Activity timeline  
  • Mobile app 
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Before Vs After

Before: Scattered notes

Before: Scattered notes

Before: Missed follow-ups

After: Timely reminders  

Before: No proposal visibility

After: Clear pipeline 

Stay organised and never miss a client follow-up 

Start Free Trial
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  • Use Case
  • Medical Device Distributors 
  • Consultants & Advisors 
  • Insurance Agents & Advisors 
  • Trades & Contractors
  • Agencies & Freelancers

Contact Us at

  • hello@gravitas.ai
  • +91 92892 31604

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