Accounts, contacts, calls, meetings, emails and tasks on one timeline — with every ticket, project and deal attached. Custally is the CRM your sales, success and support teams all actually open.
At a glance
Accounts & contacts
Activities & timeline
Work faster
Control
Replaces: A sales-only CRM · Contacts in phones and spreadsheets · Shared inbox threads nobody can find · Separate WhatsApp numbers per rep
A CRM (customer relationship management) system is where a company keeps track of who its customers are, who it talks to at each one, and what was said and agreed. In B2B — selling to other businesses — that means companies (accounts), the people at them (contacts), and a history of calls, meetings, emails and follow-ups.
Most CRMs stop at the sale. Custally keeps going: the same account record carries the support tickets, the implementation project, renewal and upsell deals, payments and health. So when anyone — sales, success, support or leadership — opens a customer, they see everything, in order, on one timeline.
What it replaces
What you get instead
The real look and feel of Custally on sample data. Click through it — every reply is scripted, so nothing calls an AI or saves anything.
6 of 6 accounts
| Account | ARR | Health | Renewal | Open tickets | CSM |
|---|---|---|---|---|---|
| Logistics | ₹1.24 Cr | Red · 44 | 23 days | 6 | PMPriya M. |
| Retail | ₹81 L | Amber · 61 | 47 days | 3 | RSRahul S. |
| Healthcare | ₹98 L | Green · 86 | 180 days | — | AKAnita K. |
| Fintech | ₹52 L | Amber · 58 | 90 days | 2 | PMPriya M. |
| FMCG | ₹33 L | Green · 79 | 200 days | 1 | RSRahul S. |
| Automotive | ₹1.46 Cr | Green · 82 | 132 days | 1 | AKAnita K. |
Tip: open Acme Logistics to see why it’s Red.
Accounts: Filter by health, open Acme Logistics, read why it’s Red and turn a next best action into a task. This is a scripted mock-up on sample data — no AI runs and nothing is saved.
For Everyone who talks to customers
The situation: A new account manager takes over a customer and has to read six tools to understand the history.
With Custally
For Account managers & CSMs
The situation: Reps forget to log calls and meetings, so the CRM is always out of date.
With Custally
For Field sales & events teams
The situation: A rep collects 40 visiting cards at a trade show. Half never make it into the CRM.
With Custally
For Field teams & their managers
The situation: Managers can’t tell whether a site visit happened at the customer’s address.
With Custally
For Teams selling over WhatsApp
The situation: Customers message reps’ personal phones; when a rep leaves, the conversation leaves with them.
With Custally
Every feature below is in the product today.
B2B CRM shares one record of the customer with the rest of Custally. Here’s what that changes.
Both share one record. Accounts, contacts, activities and deals cover the CRM side; health, renewals and churn prediction cover customer success; tickets cover support. Switch on only the modules you need.
Yes. The Microsoft 365 connector brings Outlook mail and calendar events, Teams chats and meeting transcripts into Custally as activities, and you can send email from Custally. There’s also a read-only @Custally bot inside Microsoft Teams.
Yes. Rename any object (Accounts → Clients, Deals → Opportunities), add custom fields to any object and design every create and edit form, with rules that show, hide or require fields.
Yes — import accounts, contacts and history from spreadsheets, and connect email, WhatsApp, Microsoft 365 and your ticketing tool in the first week.
See Custally with your own process: in a 30-minute session we’ll map your customer success, sales, delivery and support flow onto it — and show you which of your accounts it would flag first.