Lead-to-cash CRM · coaching, edtech, info products
The CRM for businesses
that sell in levels.
Free workshop, then bootcamp, then flagship program. SalesDr.ai runs every level on its own pipeline, keeps one record per person across all of them, and reads every sales call on the deal it belongs to, so you know why the money moved, not just that it did.
Connects to what your funnel already runs on
The model
Your funnel is a ladder. Most CRMs think it’s a list.
Someone who sat through your free workshop, bought the ₹4,999 bootcamp, and is now being pitched the ₹49,999 flagship is one person in three different places at once. SalesDr.ai models that directly instead of asking you to fake it with tags.
Levels chain into each other
Each level names the one it graduates people into. Finish the free workshop and you enter the bootcamp pipeline automatically: no export, no re-import, no second tool.
The same ten stages, every time
One repeatable pipeline runs inside every level, with stages toggled on or off to match how that level actually sells and an SLA in hours on each one.
Won means the money cleared
A deal closes at payment completion, not at the pitch. Half-paid EMI plans stay visibly open, which is where most coaching revenue actually leaks.
The pipeline inside every level
The journey
One lead, all the way to cash.
Someone clicks the ad. A person exists.
One row per human, created the moment they register, with the click ID that brought them stored on it. That identifier is what lets a payment five weeks from now be credited to this ad.
Why teams move
One system, instead of the five you are taping together.
Also in the box
The unglamorous parts, already built.
Task queue
Every open task across every deal in one list, with the deal one click away.
Roles and payroll type
Set role and payroll type per teammate. It is the gate that decides whose calls get scored.
Generated playbook
The objections your team actually hears, and the answers that actually closed, written up from your own calls.
Cross-team coaching
Compare reps on the same objection and see who handles it best, then hand that to everyone else.
WhatsApp threads
Messages sit on the person record next to the calls, not in a rep’s personal phone.
Calendar bot
Connect a calendar once and the recorder joins the meetings you actually take.
Stall detection
A scheduled sweep flags any active deal quieter than its stage SLA and lifts the flag the moment it moves.
Invites and workspaces
Invite the team by email or Google. Every table is workspace-scoped with row-level security on.
Your data stays yours
Recordings and transcripts encrypted in transit and at rest, isolated per workspace, deletable on demand, never used to train models.
Put your whole funnel in one place.
Your first workspace arrives with the three-level ladder, the ten-stage pipeline and a working demo funnel already in it. Rename what does not fit and start moving deals.