Overview
Leads come from calls, WhatsApp, your website and exhibitions — and many are lost because nobody followed up. A CRM captures every lead in one place, reminds your team about follow-ups and shows exactly where each deal stands.
Where it is used
Typical projects include b2B manufacturer sales team, real estate channel sales, education admissions and service company enquiries.
Key features
Lead Capture
Leads from website, WhatsApp, IndiaMART, calls and Excel in one place.
Sales Pipeline
Visual stages from new lead to won deal.
Follow-Up Reminders
Automatic reminders so no enquiry is forgotten.
Quotations
Create and send quotations directly from the CRM.
Team Performance
Salesperson-wise targets, conversions and activity.
WhatsApp & Email
Send updates and reminders from inside the CRM.
Benefits for your business
- Higher lead conversion
- Complete customer history in one place
- Accountable sales team
- Accurate sales forecasts
- Less dependency on individual salespeople
Technologies we use
ReactNode.jsMongoDBWebSocketWhatsApp API
Related
How we deliver
- UnderstandFree consultation to understand your process and goals.
- Plan & designClear scope, timeline, quotation and screen designs.
- Build & reviewDevelopment in short sprints with weekly demos.
- Launch & supportTesting, deployment, training and ongoing support. Source code is yours.
Frequently asked questions
Can the CRM capture leads from our website automatically?
Yes. Website forms, WhatsApp and other sources can push leads into the CRM automatically.
Is there a mobile version?
The CRM works in the mobile browser, and a dedicated app can be added for field sales teams.