From Leads to Loyalty — One CRM to Grow It All
Our CRM module is built to give you full control over every interaction — from the first touchpoint to post-sale support — through:
Powerful features to help you manage all your leads
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Lead Tracking
Capture leads with full context — source, type, and stage — for smarter segmentation and follow-ups.
Opportunity Pipeline
Visualize and manage sales opportunities across stages, from initial contact to closed deal.
Automated Lead Assignment
Use rules to distribute leads across sales reps fairly and quickly to speed up engagement.
Win Rate Insights
Track conversion metrics to understand performance and improve future strategies.
Quotations, Pricing, and Engagement
Create & Convert Quotations
Build professional quotations, link them to opportunities, and convert into sales orders with ease.
Flexible Price Lists
Create targeted price lists based on customer type, geography, or campaign, with auto-discounts.
Customer Interaction Logs
Log every call, meeting, or email for a complete view of your relationship history.
Follow-up Scheduling
Set reminders and follow-up activities to nurture leads and maintain consistent contact.
Integration, Campaigns & Analytics
Email Integration
Sync your email for seamless conversations stored within each customer profile.
Targeted Email Campaigns
Launch marketing campaigns and track performance — all within the CRM.
Lead Capture via Web Forms
Integrate custom website forms to automatically create leads within the system.
Sales & Engagement Analytics
Monitor pipeline health, opportunity values, and engagement rates from one dashboard.
Connected Modules.
Undefined Growth
Each module work seamlessly with the rest - giving you one connected platform to manage your entire business
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Everything You Should Know About CRM
Absolutely. Capture every lead with full details—contacts, source, interests—and monitor them effortlessly to fuel your sales pipeline.
With just one click, convert leads into sales opportunities and then into customers — keeping all communication and history intact for seamless follow-up.
Yes. Connect Gmail or Outlook directly, so every email is automatically logged under the customer's record, giving you a complete communication timeline.
Definitely. Plan and set reminders for calls and meetings linked to clients or deals, ensuring your sales team never misses a beat.
Yes. Create professional, customizable quotes from opportunities and send them as PDFs or emails — speeding up your sales process.
Yes. Access detailed reports on leads, opportunities, conversion rates, total deal value, and individual sales performance — empowering data-driven decisions.
Yes. Define your own sales stages (like prospecting, negotiation, closing) and track progress visually to keep your team focused and aligned.
Yes. Use tags and custom fields to segment customers (new, regular, VIP), so your marketing and sales messages hit the right audience.
Absolutely. Enjoy end-to-end tracking from lead to payment by integrating CRM with sales orders, invoices, and stock management.
Yes. The fully featured mobile app lets your team update notes and access customer info anytime, anywhere — keeping business moving on the go.