Features

Every tool your team needs to close

Ayidhu CRM packs a full-featured CRM into a clean, fast workspace — no bolt-ons, no bloat.

Pipeline management

See exactly where every deal stands

Your entire sales pipeline in one place. Drag deals between stages, assign owners, and see at a glance what needs attention today.

  • Customizable deal stages per team
  • Weighted probability forecasting
  • Automatic stage timestamps and history
  • Bulk actions to move and update deals
app.ayidhu.com/opportunities
Acme Corp
Dashboard
Leads
Accounts
Opportunities
Contacts
Tasks

Opportunities

38 open · $506k pipeline

Filter
+ New Deal
Prospecting2

Northwind Traders

$42kSK

Contoso Ltd

$18kJM
Proposal1

Fabrikam Inc

$91kSK
Negotiation2

Adventure Works

$63kPS

Tailspin Toys

$33kJM
Closed Won1

Wingtip Toys

$127kSK

Contacts & Accounts

A complete picture of every relationship

All your contacts, organized by account. See the full history of every interaction — calls, emails, meetings, notes — without switching tabs.

  • Link contacts to accounts and deals
  • Activity timeline for every record
  • Referral tracking built in
  • Duplicate detection on import

Contact Directory

E

Elena Rodriguez

Contoso Ltd

Customer
M

Marcus Chen

Fabrikam Inc

Lead
P

Priya Nair

Northwind

Customer
J

James Okoye

Adventure Works

Prospect

Reports & forecasting

Make data-driven decisions every day

Pre-built reports that answer the questions your team actually asks. Drill into win rates, rep performance, and pipeline health with one click.

  • Revenue forecast with confidence bands
  • Win/loss analysis by stage and source
  • Rep leaderboards and activity metrics
  • Export to CSV or schedule email delivery

Revenue Forecast

$28k
Jan
$38k
Feb
$31k
Mar
$49k
Apr
$59k
May
$69k
Jun

$274k

Total pipeline

68%

Win rate

$42k

Avg deal size

Custom objects

Model your business exactly as it is

Go beyond standard CRM objects. Build custom data models with your own fields, relationships, and workflows — no code required.

  • Create objects like Properties, Policies, or Projects
  • Custom field types: text, number, date, lookup, file
  • Link custom objects to accounts, contacts, and deals
  • Role-based field visibility per user

Custom Objects

🏠

Properties

12 custom fields

📋

Insurance Policies

8 custom fields

🤝

Partnerships

6 custom fields

🎫

Service Tickets

10 custom fields

And more

A lot more

📅

Appointments

Schedule meetings and link them to any lead, account, or opportunity automatically.

📄

Quotes & Orders

Generate quotes from your product catalog and convert them to orders in one click.

🎫

Cases & Support

Handle customer issues with a built-in case management and knowledge base.

📣

Campaigns

Track marketing campaigns and attribute leads back to the right source.

🔐

Role-based access

Fine-grained permissions so every team member sees exactly what they need.

🎨

Custom UI layouts

Drag-and-drop field and panel layout editor so every role sees their ideal view.

Industry packs

A head start for your industry

Choose your business type during setup and Ayidhu installs a ready-made data model — objects, fields, pipelines, workflows, and reports — tuned to how your industry works. One pack per workspace, so everything stays focused on your business.

🎓

Tutoring CRM

Students, tutors, enrollments, sessions, lesson packages and invoicing for tutoring centers.

EducationServices
🏠

Real Estate CRM

Listings, showings, open houses, offers and contract-to-close transaction tracking.

Real EstateSales
🚗

Auto Dealership CRM

Vehicle inventory, showroom traffic, test drives, desking, trade-ins and service orders.

AutomotiveSales

More industry packs are on the way — healthcare, fitness, legal, insurance and more are added regularly. Don't see yours? Tell us what you need and we'll build it with you.

Switching CRMs

We'll migrate your data from your old CRM

Moving from Salesforce, HubSpot, Zoho, spreadsheets, or a homegrown system? Our team works hands-on with you to bring your accounts, contacts, deals, and history into Ayidhu.com — fields mapped, data cleaned, and nothing going live until you've signed off.

  • Hands-on migration, not a DIY importer
  • Field mapping and de-duplication handled for you
  • History and record relationships preserved
  • A guided switch-over with your team

Start using Ayidhu today

All features included in your free 14-day trial. No credit card needed.