Core Workflow Capabilities
High-performance CRM modules built around your specific sales and conversion funnel.
- 🎯 1. Lead & Pipeline Automation
- Multi-channel lead aggregation (Website, WhatsApp, Meta Ads, Email, Tradeshows).
- Automated lead scoring, territory routing, and rep assignment.
- Customizable visual pipelines (Kanban & List views) aligned with your sales stages.
- 📄 2. Instant Quote-to-Cash Generator
- Custom-formatted PDF quotation generation with automated GST/tax calculations.
- Multi-level approval workflows for custom discounts or non-standard terms.
- 1-click conversion from Quote ➔ Sales Order ➔ Invoice with automated E-Invoicing and E-Way bill triggers.
- 💬 3. Omnichannel Communication Hub
- Native WhatsApp Business API integration to send quotes, updates, and follow-ups.
- Email template management with open/click tracking.
- Logged call notes and automated task reminders for follow-ups.
- 📊 4. Scheme & Incentive Management
- Track customer target achievements vs. volume-based rebate schemes.
- Automated commission calculation for sales reps upon invoice clearance.
- Promotional campaign tracking and performance measurement.
- 🛡️ 5. Credit & Debtor Visibility
- Live view of customer ledger balance and overdue invoice status directly inside the deal view.
- Hard/soft warnings for sales reps attempting to close deals with credit-blocked accounts.
- Automated payment collection reminders via WhatsApp/Email.
- 📈 6. AI/ML Sales Forecasting & Analytics
- Predictive deal closure scoring based on historical sales velocity.
- AI-driven demand forecasting to feed into Material Requirements Planning (MRP).
- Automatic identification of dormant accounts for re-engagement campaigns.
Seamless Integration Band
We bridge the gap between your sales operations and core business infrastructure. Our custom CRM integrates directly with:
- Accounting & ERPs: Tally Prime / ERP 9, Odoo, SAP B1, Microsoft Dynamics
- Communication Channels: WhatsApp Business API, Gmail, Microsoft Outlook, Twilio
- Lead Generation Sources: Meta Ads, Google Ads, Web Forms, IndiaMART, LinkedIn
- Database & File Storage: Microsoft SQL Server, MySQL, Google Drive, AWS S3