SK CRM
Product One record per customerLeads, scored and stagedDeals and forecastsOne inboxCampaigns with consentAutomationsAI that proposes Pricing Who it's for Security Resources Contact
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CRM · the United States

Every lead, every reply, every invoice, on one record.

One record per customer. Leads scored and moved through your stages. SMS and email in one live inbox. Campaigns that respect consent and quiet hours. Automations that file the follow-up. And an AI that proposes but never writes. Hosted in India.

Book your free live demo See how SK CRM works 30 minutes on your own leads · plans from USD 69 a month, flat per organisation · WhatsApp us
Live in the USA, the UAE and India, and already the customer record behind SK Fleet, SK Salon and SK Works.
A lead pack: one lead with her grade, stage, the reasons for her score, a timeline across call, SMS and web form, her deal, lifetime value and consent, with the live inbox on a phone and a campaign waiting for approval Lead pack · fictional lead · demo data Mrs Carter+1 212 ··· ·· 67 · SoHo · returning caller, 3 visits A 82hot · ≥ 70 newcontactedqualifiedconverteddisqualifiedowner Maya · 2 days in stage Why 82 · fit and behaviour Budget matches · field_match+20 Answered the call · engagement+20 Booked a visit · engagement+25 Reached qualified · stage+25 Quiet 9 days · inactivity decay−8 A ≥ 70 · B ≥ 40 · C below · rules are yours to set Timeline · every channel Called · answered by SukiMon 18:40 · "kitchen, budget USD 16,000" SMS · 6 messagesTue · replied in 4 min · consent on file Web form · site visit bookedWed · from your website, origin verified AI suggested: move to qualifiedMaya approved · Thu 10:12 Task · send the quotedue today · from the automation DealUSD 16,000proposal · 60% · closes Octweighted in the forecast Lifetime valueUSD 2,100live from Billing · 3 invoiceslast visit 41 days ago ConsentSMS ✓ · email ✓ledger · opted in Mon 18:41no calls after 9 pm · DND off Inbox · liveMrs CarterWeb chat · live Is Saturdaypossible? Yes, 11:00 atSoHo · booked AI answered7 of 40 · take over delivered · read Take over suggestions waitfor a person Campaign · Holiday offer1,240 recipients consent ✓ · DND skipped 38owner approval · waitingsends inside hours only
1 record per customer, across every product
0 AI edits without a person saying yes
5 roles, from owner to viewer
Sound familiar?

Most customer records live in four places that never meet.

Mrs Carter · sheet · "interested"Carter R · phone · 2 calls+1 212… · SMS · asked for a quotethree records · one person · nobody joins them

One customer, three records.

The sheet, the phone and the chat each know a piece. Nobody sees the whole person before they call back.

Walk-in · asked about priceForm · no reply for 3 weeksBooked a visit · budget fitsrow 41the hot one is on row 41, under forty cold ones

The hot lead is on row 41.

Without a score, every lead looks the same. The rep works top down and the one who booked a visit waits.

sent · 11:10 pmHoliday offer · 1,240 people38 had opted out · 1 complaintno record of who agreed to what

A promotion at 11:10 pm, to someone who said no.

Without a consent ledger and quiet hours, every campaign is a complaint waiting to happen.

SK CRM puts the customer on one record, with the rules built in.

How it works

One record. Scored leads. One inbox. Rules that run themselves.

Every call, form, chat and invoice lands on the same person. Leads get a score and a stage, so the rep works the right one first. Replies come into one inbox. Campaigns and automations follow the consent ledger and your quiet hours, every time.

One record

Phones, emails, your own fields, addresses, lifetime value from Billing, and a timeline of every touch.

Scored and staged

Fit plus behaviour gives a score; your stages give it a place. A, B and C tell the rep where to start.

One inbox

SMS and email in one live stream, with delivery ticks, web chat answered by the AI, and a hand-off you can take back any time.

Rules, not reminders

When a lead reaches a stage, if the budget fits, then assign, task, sequence. Logged step by step.

Proof you can check

No borrowed logos. Things you can verify instead.

SK CRM 6.0 shipped in October 2026. It is the customer record that SK Fleet, SK Salon and SK Works already read from and write to, which is the closest thing to a reference we will quote.

Live in the USA, the UAE and India

Hosted in India. The same login and customer record as SK Fleet, SK Salon, SK Works and SK Drive.

Tenancy enforced by the database

Every query runs inside your organisation's row-level boundary, set by the verified login, not by application code that could be wrong.

The AI cannot write

Models propose edits into a suggestion queue. A person approves or rejects. There is no path from a model to your records.

70+ tools for voice and chat

Suki and other assistants work your CRM through more than seventy scoped tools, with the same permissions as the person asking.

What it does, in seven moves

From the first call to the forecast.

One record per customer

The whole person, before you pick up.

Phones and emails normalised so the same person never appears twice. Your own fields, defined in settings without a developer: text, numbers, dates, choices. Addresses with a pin on the map. Lifetime value pulled live from Billing. Every call, chat, form and visit on one timeline. And when two records are the same person, a merge that keeps every lead, deal and note.

  • Custom fields in six types; multi-select with your own options
  • Returning-caller detection shows the history before the call is answered
  • Salon extensions: colour formulas, patch tests and stylist notes as an append-only ledger
  • Buying groups and households for accounts with more than one decision-maker
See your customers on one record
Mrs Carter+1 212 ··· ·· 67 · 2 emails · SoHo Your fieldsBudget · USD 16,000Source · web formProperty · 3-bedInterests · kitchen, closets Lifetime value · from BillingUSD 2,1003 invoices · last 41 days ago Address14 Lake View, SoHopinned · 1.3 miles from the branch TimelineMon · call answered by Suki · 2:40Tue · SMS · quote requestedWed · site visit · Maya Carter R.phone only · 2 calls +1 212 ··· 67SMS only · 6 msgs merged into oneleads, deals, notes kepttombstones, no loss fictional customer · demo data
Leads, scored and staged

The rep starts with the right lead, not the top row.

Every lead gets a score from fit, such as budget, location and industry, and from behaviour, such as answering a call, submitting a form, booking a visit or going quiet. A is hot, B is warm, C is cold, and the thresholds and rules are yours. Stages are yours too, from new to converted, with disqualified kept honest with a reason.

  • Leads from calls Suki answers, your website forms, lead ads, and inbound SMS or email replies
  • A dropped call under fifteen seconds files a follow-up task on its own
  • The lead pack: timeline, time in stage, conversations and answers on one screen
Score a lead below
New · 12Contacted · 9Qualified · 5Converted · 3 AEthan R.form · budget fits · 74 BWalk-in · Satasked price · 44 CLead ad · Tueno reply yet · 18 ACall · Sukianswered · booked · 71 BDropped call12 s · task filed · 40 AMrs Cartervisit done · 82 BOffice · floor 3quote sent · 55 Won · USD 5,000deal created · Maya A ≥ 70 · B ≥ 40 · C below · quiet leads decay · fictional board, demo data
Try it

Score a lead. Watch the grade move.

Tick what you know about a lead. Points are examples; on your demo the rules, weights and thresholds are yours.

Fit · from the profile
Behaviour · what they did
C
0 of 100
lead score
CB at 40A at 70

Example weights. The grade also decides who sees the lead first and which automation runs.Score your own leads
One inbox, SMS and email

Every reply in one stream. Hand it to the AI, take it back.

SMS and customer emails arrive in one live inbox with sent and delivered ticks, web chat from your site answered by the assistant, and the customer's record beside the conversation. Let the assistant answer a thread, or take over with one click. The owner sets how many replies a day the AI may send and what it may spend.

  • Opens on the latest live conversation, never an empty pane
  • Staff notes on a thread, quick-reply templates, typing indicators
  • Marketing email from your own domain, verified once in settings
Is Saturday 11 possible at SoHo?Mrs Carter · web chat · live on your site
Yes. Saturday 11:00 with Maya at SoHo is booked. Confirmation on its way.answered by you · delivered · read
Inbox · live Mrs Carterweb chat · live · AI Ethan R.email · quote attached Office · floor 3SMS · replied 11 open · 2 waiting on you Mrs CarterWeb chat · consent ✓ · +1 212 ··· ·· 67 Is Saturday 11 possibleat SoHo? Yes, Saturday 11:00 with Mayaat SoHo is booked.AI · 7 of 40 today Perfect, thank you Take over · reply as JordanTake over sent ✓ · delivered ✓ · read ✓ · staff note: wants quote by Fri AI suggestions wait in the queue for a person fictional thread · demo data
Campaigns with consent

Send to the people who said yes, inside the hours they'd want.

A campaign goes out over SMS and email to a tag or a live segment. Before it does, the consent ledger is checked for every recipient, DND is honoured, frequency caps apply, and sends wait for your branch's working hours. Above a recipient count you set, the owner has to approve. Every message carries a one-click unsubscribe that lands in the ledger instantly.

  • Owner approval gate for large sends, with a queue to review them
  • Quiet hours and delivery windows per branch
  • Campaign results: delivered, read, replied, unsubscribed
The consent ledger
Holiday offer · SMS + email · tag: visited this year1,240 people · drafted by Maya · Tue 4:20 pm Consent ledger1,202 opted in · 38 skipped, no consent DND and frequency cap9 on DND skipped · 3 already messaged this week ⏱ Quiet hoursnow 4:20 pm · SoHo sends 10 am–8 pm · ok Owner approval · above 500waiting · you, in Approvals Approved · sending 1,190 inside hoursone-click unsubscribe on every message · lands in the ledger instantly fictional campaign · demo data
Automations

When this happens, if that is true, then do.

A rule builder in plain words. When a lead is created, updated, changes stage or field, or a time passes. If the budget is above, the source is, the field is empty. Then update a field, create a task, assign an owner, send a notification, enrol in a sequence, call a webhook, or file a send request. Every run is logged step by step, with retries and no rule able to break another.

  • Works on leads, contacts, deals, tasks and appointments
  • Ten conditions, from equals to between to is-empty
  • Run log per rule: which step did what, when, and what failed
Build one on the demo
WhenLead stage changesto qualified IfBudget greater thanUSD 5,000and owner is empty ThenAssign MayaTask: send quoteEnrol: follow-upsequence, 3 steps Run log · Mrs Carter · Thu 10:12 trigger · stage changed to qualified · by Maya condition · budget USD 16,000 > USD 5,000 · owner empty · true action 1 · owner set to Maya action 2 · task "send quote" due today action 3 · sequence enrolled · retry 1 after a timeout · done each step isolated · retries with back-off · fictional run, demo data
Sales teams coming off a spreadsheet save the most in week one.
30 minutes on your own leads. We load the export before the call.
Book a demo
Deals, forecasts and targets

What will close this quarter, by rep, before it does.

Pipelines you design, deals in any currency with products from the catalogue attached, and a win probability per stage that turns the board into a weighted forecast. Set monthly and quarterly targets per team and per rep; watch commit, best case, pipeline and closed against them, live. Territories keep each rep on their own accounts, and sensitive fields are masked by role.

  • Forecast categories: commit, best case, pipeline, closed
  • Dashboards for lead velocity, conversion, rep activity and attainment
  • Appointments booked against real calendar availability, per branch and chair
See your pipeline as a forecast
Q4 forecast · SoHo team · target USD 32,000 Closed Commit Best case Pipeline target closed + commit = 57% of target · best case takes it to 79% · weighted by stage probability Maya · SoHotarget USD 16,000 · 4 open deals66% attained · 2 in commit Jordan · Brooklyntarget USD 16,000 · 7 open deals35% attained · 5 in pipeline fictional team · demo data · figures before sales tax
AI that proposes, never writes

Every suggestion waits for a person.

Suki on the phone, the inbox assistant and the natural-language assistant in the console all work through the same rule: a model may propose a change to a record, and a person approves it or throws it away. Nothing a model says reaches your data on its own. The owner sets a daily budget for AI replies and a monthly quota, and can turn it off.

  • Suggestion queue with who proposed, what, and who approved
  • More than seventy scoped tools for voice and chat assistants, each with the caller's permissions
  • Ask the assistant a question about your pipeline; it reads, it does not write
Hear Suki capture a lead on the demo
AI suggestions · waiting for a person Move Mrs Carter to qualifiedfrom the call · "budget confirmed, visit booked" · approved by Maya 10:12 Set budget to USD 32,000from an email · rejected by Maya · "that was the total, not the budget" Create lead · Ethan R. · from inbound SMSwaiting · approve · reject · edit first AI replies today7 of 40 · budget set by the ownerdirect writes by a model0 · rejected at the gate
Who it's for

High-touch businesses that live on the phone and in the inbox.

Built alongside the Softknack verticals, so the fields and flows they need are already there.

Salons and spas

Colour formulas, patch tests, visit cadence and the receptionist's calls, on the guest's record.

Fleets and transport

Corporate accounts, buying groups, partner contacts and the dispatcher's calls in one place.

Wholesale and trade

Supplier records with EIN and payment terms, accounts with several decision-makers.

Fit-out and projects

Site visits booked from the lead, quotes as deals, the customer carried into SK Works.

Professional practices

Phased engagements as deals, retainers as sequences, statements from Billing on the record.

Five roles

Support answers. Agents sell. Owners approve.

Roles come from the Softknack platform and arrive with the login. Deleting a contact, approving a campaign or changing the AI budget each need a specific role.

Ownereverything, including the AI budget
  • ✓Approve campaigns
  • ✓Custom fields, integrations
  • ✓Delete and erase
  • ✓AI budgets and quotas
Managerruns the team
  • ✓Workflows, scoring rules
  • ✓Campaigns, targets, roster
  • ✓Merge and delete contacts
  • ×Approve big sends
Agentowns leads and deals
  • ✓Own leads, contacts, deals
  • ✓Tasks and outbound messages
  • ×Other territories
  • ×Delete contacts
Supportanswers the inbox
  • ✓Reply in the inbox
  • ✓Appointments
  • ✓Update profiles
  • ×Deals and campaigns
Viewerread-only oversight
  • ✓Every module, read
  • ✓Dashboards and forecasts
  • ×Write anything
  • ×Masked fields
Consent, roles and erasure

Hosted in India. The rules are in the database, not in good intentions.

Your organisation's boundary is enforced by the database on every query, set from the verified login. Consent is an append-only ledger: who agreed to what channel, when, and when they withdrew. Retention policies prune old interactions on schedule. An erasure request under US consumer privacy law removes the person's data and tells SK Drive to purge their files too. Consent is recorded per contact, AI calling follows TCPA consent rules, and SMS goes out from a registered business number.

  • Consent ledger: every opt-in and opt-out, immutable, checked before every send
  • DND and call windows per contact; quiet hours per branch
  • Field masking by role for financial and identity columns; territories by branch
  • Erasure cascades: the record goes, and so do the documents held about the person
Ask us about your data
Consent ledger · Mrs CarterMon 18:41 · SMS · opted in · on the callTue 09:02 · email · opted in · web formSat 20:10 · SMS · opted out · one clickappend-only · read before every sendDND off · no calls after 9 pm Before a send✓ consent for the channel✓ not on DND✓ inside branch hours✓ under the weekly capany ✗ · skipped, logged Erasure request · Ethan R.record hard-deleted · event published · SK Drive purges his files · retention holds reported back Tenancyevery query runs inside your organisation's row boundary, set by the verified login · Hosted in India
Connects to the rest of Softknack

The record every other product already uses.

Billing posts invoices and lifetime value to it. Calendar books against it. Drive holds its documents. Notifications send for it. Your website forms and lead ads feed it. Suki answers calls into it.

Your website forms · origin-verified Meta lead ads and conversions SMS from a registered business number · inbox and campaigns WhatsApp messaging coming soon WhatsApp AI Assist coming soon Email from your own domain SK Billing · invoices and lifetime value SK Calendar · real availability SK Drive · documents, erased together Suki voice · 70+ tools REST API and webhooks
Pricing

Flat per organisation. Not per user.

Starter, Growth and Scale set the seats, contacts and allowances. Growth gives 15 people scoring, campaigns and AI for about USD 11.93 a seat. AI is metered on Growth and Scale only. Before sales tax.

StarterUSD 695 seats · 5,000 contacts · no AI
Growth · recommendedUSD 17915 seats · 25,000 contacts · AI included
ScaleUSD 39940 seats · 100,000 contacts · forecasting

A month each. Annual is pay 10 months, use 12. Add seats or phone numbers for AI calls without moving up a tier.

Questions owners ask

Before the demo.

What does SK CRM cost?
A flat price per organisation, not per user: Starter USD 69, Growth USD 179 and Scale USD 399 a month, before sales tax. Tiers set the seats (5, 15, 40), contacts and allowances. AI calls and AI replies are on Growth and Scale, with a monthly allowance and then metered from a prepaid wallet. Annual is pay 10 months, use 12. See the full price card.
Can the AI change our records?
No. Every model, including Suki on the phone and the inbox assistant, can only propose. Proposals wait in a queue until a person with the right role approves them. The owner also sets how many replies a day the AI may send on chats and can switch it off.
Is WhatsApp available in the United States?
Not yet. In the United States the inbox carries SMS and email, sent from a registered business number, and web chat on your site is answered by the assistant with a person able to take over. WhatsApp messaging and WhatsApp AI Assist are coming soon; we will tell you before anything about them is priced.
Will it stop us messaging people who opted out?
Yes. The consent ledger is checked for every recipient before every send, DND and call windows are honoured, and sends wait for your branch's hours. Opt-outs land in the ledger the moment someone clicks.
We already use SK Salon or SK Works. Is this separate?
Same record. Those products already read and write the customer in SK CRM. The CRM app adds lead scoring, pipelines, forecasts, campaigns, automations and the inbox on top, with the same login.
Where is our data stored?
Hosted in India. Your organisation is isolated at the database row level from the verified login, and nothing in a request can change which organisation you are.
Can we bring our leads from a spreadsheet or another CRM?
Yes. Send an export in any format before the demo and we load it: duplicates merged, phones normalised, your stages mapped, every lead given an owner.
Book a demo

Let's run your leads through SK CRM.

Thirty minutes, no slides. Send us an export of your leads and pipeline in any format. We load them before the call, then score a lead, answer a chat, approve a campaign and watch an automation file the follow-up, with you.

  • Your leads in your stages, graded A, B or C
  • A web chat thread answered, handed to the AI, taken back
  • A campaign stopped at the consent gate and the quiet hours
  • An automation that assigns, tasks and sequences on its own
Today · a sheetMrs Carter · called? · maybeEthan R. · "follow up" · who?62 rows · 9 duplicates · no stageswho is hot? nobody knows On the call · leads, scoredAMrs Carter · 82 · qualified · MayaBEthan R. · 51 · contacted · task due53 leads · 9 merged · every one owned fictional leads · demo data

Book a 30-min live demo

Three fields, then pick a time. Eastern Time.

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