A lead should not disappear just because the next follow-up was forgotten across calls, chats, and spreadsheets.
What changes: Every enquiry gets an owner, every conversation has context, and every next action is visible.
Every screen and rule in CRM Module is designed around the practical day-to-day bottlenecks growing Indian MSMEs face.
Website enquiries, phone calls, WhatsApp messages and marketplace leads sit in different places; nobody owns the complete list.
Bring enquiries, company contacts, sources and interaction history into structured CRM records.
Salespeople keep reminders in diaries and chats. Opportunities go cold when someone is busy, absent or leaves.
Assign leads, set reminders, track overdue follow-ups and route opportunities through configurable stages.
Owners hear "we are following up" but cannot see stage-wise pipeline, ageing, lost reasons or conversion trends.
Show enquiries, stage movement, won/lost outcomes, projected business and salesperson activity in one dashboard.
Configurable: Lead fields, pipeline stages, assignment rules, source integrations & sales reports.
Every core workflow is ready out of the box—and fully customisable around your MSME’s fields, approval rules, statutory needs and MIS reports.
Centralize incoming B2B enquiries from IndiaMART, Website forms, WhatsApp, exhibitions, and referrals—auto-deduplicated and routed in seconds.
Track every B2B opportunity across stages with linked quotation revisions, win probabilities, expected close dates, and clear sales ownership.
Click any client to view decision-makers, GSTIN, lifetime order value, past quotes, active work orders, and pending payments.
Log calls, WhatsApp messages, and meeting outcomes in 10 seconds—while automated alerts ensure no rep ever misses a scheduled callback.
Filter accounts by industry, region, or revenue tier, and see exact conversion rates across every stage of your sales funnel.
Close the operational gaps around B2B selling—track sample evaluations sent to prospects, get alerted before rate contracts expire, and reassign pipelines cleanly.
Every CRM Module deployment includes enterprise governance, no-hassle data migration, and customisation around your MSME’s exact rules.
Begin with CRM today and connect additional departments whenever your team is ready — all sharing one unified database.
Lead and client management, interaction tracking, reminders and analytics.
Recruitment, onboarding, attendance, payroll, policies, documents and learning.
Daily reviews, KRA/KPI/OKR tracking, performance monitoring and reports.
Director dashboard for BI, sales, production, client, HR and cross-functional analytics.
Quotation creation, version control, approvals, PDFs, emails and quote history.
Calls, meetings, calendar, targets, geo-tracking, sales kit and reports.
Campaigns, email/SMS/WhatsApp, lead nurturing, follow-ups and analytics.
Planning, job cards, MRP, work orders, stage monitoring, QC and inventory.
AMC, assignment, service requests, feedback, SLA and renewal alerts.
Distributor login, pricing, orders, stock, commissions, analytics and invoices.
Catalog, inventory, orders, customers, payments, discounts and reviews.
Purchase, invoices, vendors, Tally/GST, expenses, payments and reports.
Goals, milestones, tasks, status tracking, alerts and project reports.
Task creation, assignment, deadlines, status updates and manager dashboards.
Assets, office inventory, petty cash, supplies, documents and policies.
Zero per-user charges on every plan. Begin with CRM Module standalone today and upgrade to the full 15-module ERP Cloud whenever your team is ready — your data carries over seamlessly.
No per-seat shock: add your entire sales, operations or admin team without paying extra per user.
