Solution
CRM Software
Every lead followed up, every conversation recorded
Overview
A CRM designed for how Indian SMEs actually sell — long cycles, multiple decision makers, WhatsApp conversations and quotation revisions. Leads arrive automatically from your website, WhatsApp and phone. Follow-ups appear as a single daily list.
Management gets an honest pipeline instead of a report tidied up before the Monday meeting.
Core Modules
Lead Inbox
Website, WhatsApp, email and phone enquiries in one queue with source tracking.
Follow-Up Engine
Scheduled reminders, overdue highlighting and a daily call list per executive.
Quotations
Branded quotes from approved price lists with revision history.
Pipeline
Stage-wise pipeline with weighted forecasting.
Customer 360
Every call, quote, order and complaint against one record.
Analytics
Conversion by executive, source and product.
Feature Highlights
- WhatsApp lead capture
- Website form integration
- Automated follow-up reminders
- Quotation templates with approval limits
- Territory and executive assignment
- Activity and call logging
- Mobile app for field sales
- Conversion funnel reports
Why It Pays Off
Fewer leads go cold
Systematic follow-up recovers enquiries lost purely to forgetfulness.
Faster quotations
Minutes instead of a day, with correct pricing every time.
Accounts stay with the business
When an executive leaves, the relationship history remains.
Free consultation
Interested in CRM Software?
Tell us how your process works today. We will show you which parts this solution covers out of the box, and what would need customising.
- Response within one business day
- NDA on request
- Fixed-scope or retainer engagement