Products • Core
CRM
Track every lead, convert more deals — from web, call, or WhatsApp.
A cloud-ready CRM for B2B sales teams in India. Capture leads from web forms, calls, and WhatsApp; auto-assign by territory; generate quotations with one click; and never miss a follow-up. Tightly integrated with our Accounts module — a Won deal auto-creates the customer ledger and the first sales invoice.
Highlights
- Lead capture from web forms, WhatsApp Business API, and call logs
- Visual pipeline with custom stages and drag-and-drop deal movement
- Quotation and proposal builder with PDF + WhatsApp share
- Auto-tasks: follow-up, payment reminder, collection visit
- Deal Won → auto-create Party Ledger + Sales Invoice in Accounts
- Sales person dashboards with KRA / KPI tracking
- Territory mapping and target tracking
- Activity timeline: calls, meetings, emails, WhatsApp messages
Modules
LeadsAccountsContactsDealsQuotationsTasksCampaignsReports
Technology Stack
ASP.NET Core 8Next.js + Material UIMSSQL ServerCloud or On-Premise