SaleShade Desk · CRM

A CRM for retail, built around what you sell

Contacts, pipeline, follow-ups and reporting — plus the thousands of products, images and prices a generic CRM was never built to hold.

Nothing in your shop sells without being shown

If you have been comparing CRMs, you have probably sat through three or four demos by now.

Each one capable. Each one cheaper per month than this. And something stopped you from signing that was hard to put a finger on.

What most CRMs were built forThe old way

Something nobody needs to see — a service, a subscription, an insurance policy
One product, one price — one line on a screen
Nowhere to put a photograph — because none was ever needed

What your customer does

Chooses a laminate by looking at it — not by reading its name
Chooses a handle by holding it — and a tile against three others on the floor
Nothing sells without being shown — which is the whole difference

A CRM built for insurance has nowhere to put a photograph.

Start with what you were looking for

You came with a checklist.

It is worth going through it plainly.

Customer records with full history — matched on mobile number, or on GSTIN for a business account
Every enquiry in one pipeline — , tagged with where it came from
Follow-up dates set automatically — , with reminders to the salesperson and the admin
Conversation history — every call in order, readable by whoever picks it up next
Lead hotness — , one to ten, set by the person who made the call
WhatsApp, SMS and email — , on the official WhatsApp Business API
Reports — enquiries, estimates, conversions, by source and by person
Roles and permissions
Web and a mobile app — , on iOS and Android
Import your existing customer list — from a spreadsheet

→Customer and product records →The follow-up pipeline

Three statuses, not seven named stages

Open, succeeded, lost. The movement in between is recorded as activities you define yourself — because a kitchen sale and a tile sale do not have the same stages, and neither of them has the stages that came with the software.

The part your checklist did not have

Nothing you read while comparing CRMs had a line for any of this:

Thousands of products — , with images, specifications and current rates
A quotation with a photograph on every line
A whole kitchen quoted as one job — , with the bill of materials generated underneath it
A QR code on the display — , so a customer can see the price of something while your salesman is busy with somebody else
A catalogue that captures the person who downloads it
The architect who specified the job — , recorded and countable

A CRM records your conversation with the customer. In your trade, the product is the conversation.

That is not a small difference and it is not a bolt-on. It is why a CRM built for insurance can hold your customers perfectly well and still leave you making quotations in Excel at nine in the evening.

→Quotations with product images →Quoting a whole job →The QR on your display

One customer, two systems

A customer came in on Tuesday, chose four things, and took a quotation.

It is Thursday evening and he is at home deciding.

On a generic CRMThe old way

Quotation sent — ₹1,84,000 — a number and a date
He asks about the second item — and somebody has to go and find out what it was

On SaleShade

The document he is looking at — four products with their photographs
Specifications and the discount given — exactly as he received it

And he is looking at it too, on his phone, showing his wife the handles.

What a large CRM does that this does not

Salesforce and Zoho do things SaleShade does not.

They are serious products and those are real capabilities.

If you need those things, you need one of those products.

That is not a smaller version of what a large CRM does. It is a different thing.

→Why a generic CRM does not fit this trade

What Salesforce and Zoho do

Deep workflow customisation. Hundreds of integrations. Forecasting models. Structures for sales teams across several countries. They are serious products and those are real capabilities — if you need them, you need one of those products.

What this is built for

Businesses whose products have to be seen, touched and showcased before anyone buys. Where the quotation needs a photograph on every line, and a customer decides at home three days later. Not a smaller version of a large CRM — a different thing.

Bringing your customers with you

If you already have a customer list — in a spreadsheet, or in a CRM you are leaving — it can be imported.

See it running on your own products and customers.

Ask for a demo