Grow faster by keeping every lead and customer - in one place.

Track, follow up, and close deals without the spreadsheets.

Utso CRM

Turn contacts into customers and customers into loyal partners.

Utso CRM gives you a complete picture of every relationship, from first contact to closed deal, so your team always knows what to do next instead of checking three different spreadsheets.

Lead and Customer Management

Lead and Customer Management

  • Create, import, and manage all leads and clients in one database.
  • Assign leads to sales or account managers.
  • Add notes, documents, and tags to each contact.
  • Automatic status updates when converted to customer.
  • Every client moves through five lifecycle stages, from Prospect to Active Client or Churned, so its status is never a guess.
Sales Pipeline and Deals

Sales Pipeline and Deals

  • Visual drag-and-drop pipeline for all deal stages.
  • Set probabilities, expected close dates, and values.
  • Automated stage tracking with reminders for inactive deals.
  • Pipeline analytics that show win rates and conversion percentages.
  • Each stage carries its own configurable win probability, from a fresh lead through to a closed-won deal.
Activities and Reminders

Activities and Reminders

  • Log calls, meetings, and follow-ups.
  • Automatic reminder notifications for scheduled activities.
  • Integration with email or calendar for quick syncing.
  • Managers can track follow-up performance by user or team.
  • Every logged call, meeting, or WhatsApp message attaches directly to the client or deal it belongs to.
Communication Tracking

Communication Tracking

  • Record email and phone interactions for each lead.
  • View all conversations in a single customer thread.
  • Tag important messages or mark as follow-up required.
  • Ready for future SMS and WhatsApp integration.
  • Contact records include district and thana address fields, built for how Bangladeshi sales teams actually organize territory.
Reporting and Analytics

Reporting and Analytics

  • Sales summary dashboard with top performers and trends.
  • Conversion funnel visual with deal stage metrics.
  • Export reports to PDF or Excel for management reviews.
  • Supports daily, weekly, and monthly sales snapshots.
  • Win rates and conversion percentages are broken down across the full 7-stage pipeline, not just an overall total.
Team and Role Management

Team and Role Management

  • Assign roles such as sales manager, executive, or viewer.
  • Control access to pipelines, leads, and analytics by user role.
  • Track team performance by revenue and win ratio.
  • Internal notes and comment threads on each lead.
  • Runs on the same RBAC engine as the rest of Utso, so CRM roles stay consistent with HRM and Payroll access.
Integration with HRM and Analytics

Integration with HRM and Analytics

  • Pull employee data from HRM for team-level analytics.
  • Push closed deal data to Analytics for business KPIs.
  • Sync pipeline revenue with company-wide budget metrics.
  • All of it runs inside the same authenticated session as HRM and Payroll, so switching modules never means a second login.

Built for how Bangladesh sales teams actually work

Generic CRM software wasn't designed around WhatsApp follow-ups, district-level territories, or a pipeline that mirrors how local deals actually close.

Bangladesh-specific contact fields

Every contact carries a WhatsApp number, Facebook profile, district and thana address, preferred contact channel, and a relationship-strength indicator — the details Bangladeshi sales teams actually track, built into the record instead of a custom field workaround.

A 7-stage pipeline with real win probabilities

Deals move through New Lead (5%) to Contacted, Qualified, Proposal, Negotiation, Won (100%), or Lost (0%), so pipeline value and forecasts reflect how likely a deal actually is to close, not just how many deals are open.

A client lifecycle that matches reality

Every client sits at Prospect, Qualified, Proposal, Active Client, or Churned, so any team member can see exactly where a relationship stands without reading through the activity log first.

Email campaigns built into Utso CRM

Run outreach and nurture campaigns without paying for a separate email marketing tool or risking your domain's sender reputation.

Bulk campaigns without a separate tool

Send merge-tag personalized bulk email with rate throttling, pause and resume controls, hard bounce suppression, an RFC-compliant unsubscribe header, and scheduled sends, then check performance with per-campaign send statistics.

A built-in SMTP health check

Configure your own SMTP at the company level, and Utso's built-in DNS health helper checks SPF, DKIM, and DMARC records live, so your campaigns are less likely to land in spam before you send the first one.

Affordable CRM software for Bangladesh businesses of any size

From a sales team of three to a multi-branch operation, the same pipeline scales without a per-seat license fee.

Sales-driven companies outgrowing spreadsheets

If leads live in a spreadsheet and deals get lost between reps, Utso CRM gives every deal one home, with leads assigned to the right sales or account manager the moment they're created.

Teams that need HRM and CRM talking to each other

Staff details come across from HR into your sales reports, and closed deals go to Analytics, so you can see sales results next to team size in one place.

Managers who need pipeline and team performance in one view

You decide who can see which sales pipelines, leads, and reports, while revenue and win-rate figures show exactly how each person and team is doing.

Multi-branch businesses tracking sales by territory

District and thana address fields let a multi-branch sales team see performance broken down by territory, not just company-wide, without switching to a separate reporting tool.

Simple, usage-based CRM pricing

CRM cost scales with your customer base, not with how many people are logged in.

Billed by client volume, not by seat

CRM is billed 200 BDT per block of 1,000 CRM clients. A partial block still counts as a full block, so 1,200 clients bills as two blocks, however many sales reps are using it.

Core HR required, CRM optional on top

CRM runs as an add-on above the mandatory 50 BDT per active employee per month Core HR module, so you only pay for CRM once you actually need it.

See full pricing

Ready to organize your sales and grow faster?

Start free and experience how Utso CRM keeps your team in sync.

Frequently Asked Questions

Is Utso CRM available without Payroll?

Yes. CRM is an independent add-on on top of the mandatory Core HR module — you don't need Payroll enabled to use it.

How is Utso CRM billed?

CRM is billed 200 BDT per block of 1,000 CRM clients, with a partial block still counting as a full block, on top of the required 50 BDT per active employee per month for Core HR.

Can I send bulk email campaigns from Utso CRM?

Yes. Merge tags, rate throttling, pause and resume, hard bounce suppression, an RFC-compliant unsubscribe header, scheduled sends, and per-campaign statistics are all built in, with no separate email tool required.

Does Utso CRM support Bangladesh-specific contact details?

Yes. WhatsApp number, Facebook profile, district and thana address, preferred contact channel, and relationship strength are native fields on every contact.

Can I see my sales pipeline visually?

Yes. Deals move through a visual, drag-and-drop pipeline across 7 configurable stages, each carrying its own win probability, expected close date, and value.

Does Utso CRM connect with HRM and Analytics?

Yes. It pulls employee data from HRM for team-level sales analytics and pushes closed-deal data to Analytics for company-wide KPIs, all inside the same authenticated session.

Can I control what each team member sees in CRM?

Yes. Give each person a role — sales manager, executive, viewer, and others — and that decides which pipelines, leads, and reports they can see.

Is Utso CRM available in Bangla?

Yes. Utso's interface, including CRM, is available in Bangla alongside English, Hindi, French, and German.

Can I import my existing leads and clients into Utso CRM?

Yes. Leads and clients can be imported in bulk into a single database, then assigned to the right sales or account manager instead of being re-entered one at a time.

Does Utso CRM work for a small business with just a few reps?

Yes. There's no minimum seat count — CRM is billed by client volume, so a small team pays for the clients it actually manages, not for a fixed number of user licenses.

Can I schedule CRM email campaigns in advance?

Yes. Campaigns support scheduled sends alongside merge tags and rate throttling, so outreach can be queued ahead of time instead of sent manually one by one.

Does Utso CRM show which reps and teams are performing best?

Yes. A sales summary dashboard tracks top performers and trends, while team and role management tracks revenue and win ratio by user or by team.

What happens to bounced or unsubscribed email addresses in a campaign?

Hard bounces are automatically suppressed and every campaign carries an RFC-compliant unsubscribe header, so recipient list hygiene is handled without manual cleanup after each send.

Can I link CRM clients to ongoing projects?

Yes. Client records in Utso CRM can be linked to projects elsewhere in the platform, so account managers can see project status without leaving the CRM view.

Can multiple sales reps collaborate on the same deal?

Yes. Internal notes and comment threads on each lead let more than one team member collaborate on the same deal without losing context in a separate chat.

Does Utso CRM work with the email and calendar we already use?

Yes. Activities integrate with email or calendar for quick syncing, so logged calls and meetings line up with your existing calendar instead of requiring double entry.

If I run more than one company, can I manage all of them from one CRM?

Yes. Utso lets you switch between multiple companies without re-logging in, so a business running more than one entity can see each one's sales pipeline separately from the same account.