How it works
From first enquiry to payment received
Every step updates the system, so the whole team works from the same live picture.
Capture enquiries
Leads from your website, calls and campaigns land in one place.
Send quotations
Professional estimates and quotes created in seconds.
Confirm orders
Accepted quotes turn into orders with one click.
Invoice
GST-ready invoices generated straight from the order.
Get paid
Payments, receivables and follow-ups tracked to the end.
One workflow
Stop re-typing between sales, billing and accounts.
Most teams copy the same customer details from spreadsheets into quotes, then into invoices. Our CRM carries every detail from enquiry to payment automatically.
- Quotes, orders and invoices linked to each customer
- Automatic follow-up reminders at every stage
- Receivables and overdue payments in one view
Features
Everything you need, ready on day one
Leads & enquiries
Capture, assign and qualify leads with full source tracking.
Estimates & quotations
Branded quotations with your price lists, taxes and terms.
Orders
Convert quotes to orders and track fulfilment status.
Invoicing & tax
GST-ready invoices for India, configured for your market during setup.
Payments & follow-ups
Receivables, payment reminders and overdue alerts.
Reports
Sales, conversion and collections reports for every team.
Platforms
Web, mobile and more — working together
CRM dashboard
For sales, accounts and management: the full workflow in one place.
Sales app
For field sales to log visits, check customers and create quotes on the go.
Email & WhatsApp
Quotes, invoices and reminders sent where customers actually read them.
FAQ
Frequently asked questions
Which industries is the CRM built for?
Businesses that sell through enquiries, quotations and orders — such as manufacturing, distribution, trading and B2B services. We configure stages, fields and documents for your industry.
Does it handle GST invoicing?
Yes. Invoices are GST-ready for India. For businesses in other countries we configure tax rules and invoice formats during setup.
How is this different from a custom CRM?
The product gives you a proven workflow you can launch in weeks. If you need something built entirely around a unique process, our Custom CRM service starts from scratch.
Can we see a demo?
Yes. Request a demo through the contact form and we'll walk you through the CRM using your own sales scenarios.