CRM & Enquiries
Capture every prospect. Never lose another deal to a forgotten follow-up.
A single, structured intake for every inbound enquiry — phone, email, website form, or walk-in — so leads enter a defined pipeline the moment they appear, not a salesperson's spreadsheet.
THE FLOW
How the work moves through the system
STEP BY STEP
Same flow, in plain language
- 1
Enquiry captured from any source (web form, inbound call, email, factory walk-in) and auto-tagged with channel, region, and product interest.
- 2
Contact and company records are created or matched against existing customers — no duplicates.
- 3
Enquiry is auto-assigned to a sales owner using rules (region, product line, current load) with an SLA timer.
- 4
Sales owner qualifies the enquiry against your defined criteria (volume, budget, decision timeline) and updates the pipeline stage.
- 5
Activity log captures every call, email, and meeting against the lead — ownership of context lives in the system, not a person's inbox.
- 6
Qualified leads convert in one click into a quotation, carrying contact, items of interest, and notes forward without re-entry.
WHAT YOU GET
Capabilities that ship with the module
Multi-channel intake
Web forms, email parsing, and manual entry feed one inbox — no enquiry gets routed to the wrong owner.
SLA timers per stage
Stale leads are flagged automatically — a 48-hour silence becomes visible to managers, not invisible to the company.
Source attribution
Know exactly which trade show, referral, or campaign produced revenue — invest the next budget rupee accordingly.
Owner reassignment with full history
When sales staff change, the lead's context moves with the record — no knowledge loss.
One-click quotation handoff
Removes 10–15 minutes of re-keying per qualified lead and eliminates transcription errors.
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