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Yuktra AI

AI Automation & Intelligence

Custom CRM

A CRM Built Around Your Business — Not the Other Way Around

We design secure, cost-effective, AI-powered CRM systems customized to your workflows, with automation and scalability built in.

30-day pilot • Fixed-fee milestones • No license traps

Why Most CRMs Fail for Small & Mid-Size Businesses

Off-the-shelf CRMs force your teams to adapt. That creates friction, low adoption, and wasted spend.

Too many features you never use

Expensive per-user licenses

Poor adoption by teams

Manual follow-ups & data entry

Hard to customize as your business evolves

Your CRM. Your Workflow. Your Rules.

We design CRM systems around your operations, not generic templates, so every screen, field, and automation reflects how your team actually sells and delivers.

Customized from Day One

AI & Automation Built-In

Cost-Effective & Transparent

Secure & Scalable

What You Can Automate With a Custom CRM

Lead capture & qualification

Automated follow-ups

CRM status updates

Approval workflows

Reporting & dashboards

Alerts & notifications

AI assistants for internal queries

How It Works

1

Discovery Call

Workflow + pain points

2

Design & Prototype

CRM structure + automation plan

3

Build & Deploy

Secure deployment + testing

4

Support & Enhancements

Scale as you grow

Weekly demos during the prototype stage.

Built for Production. Designed for Trust.

Embedded AI team for operators (US + India coverage)

Production-ready systems with documentation

Security & compliance aware (DPDP, GDPR, NDAs)

ROI-focused delivery model and performance budgets

How Pricing Works

Pricing stays transparent so you can plan confidently without subscription surprises.

Fixed-fee, milestone-based
No per-user licenses
Start small, scale later
Pay only for what you actually need

Ready to Fix Your CRM Workflow?

Book a free CRM workflow audit. We’ll map your process and suggest a practical CRM + automation plan — no obligation.

Book Free CRM Workflow Audit

30-day pilot • Fixed-fee milestones • Secure & scalable

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