Sales CRM, enquiries and quotations

We build sales CRMs that hold every enquiry, follow-up and quotation against the customer, with the history moved in from old CRMs and Excel without guessing. Quotations go out as PDFs in your format; follow-ups are planned by the week; orders, payments and win/loss reports read the same records.

Who it's for: Sales teams whose history lives in an old CRM, an Excel tracker and people's phones, so nobody can see what a customer was quoted last year before they call.

How it works

1. 01 History from your old CRM and Excel moves in, checked row by row; anything doubtful waits for a person.
2. 02 Every enquiry has one stage, with its history, from first contact to order.
3. 03 Follow-ups are planned by the week, and quotations go out as PDFs in your own format.
4. 04 Orders, payments, win/loss and funnel reports all read the same records.

The numbers

Old CRM diary rows recovered

20,167 of 20,167, including 154 a broken export had shifted

Quotations imported

2,221 matched to exactly one customer; 303 held for review, not guessed

Orders and payments from Excel

1,006 orders and 1,905 payments, five financial years

Built for

A boiler and pressure-vessel manufacturer; LS Technologies (electronics trading)

What to require from any vendor for this: 5 lines on the ERP requirements checklist, each with the test to ask for in a demo.

Questions buyers ask

Can our old CRM and Excel history come with us?

Yes. At a boiler manufacturer, all 20,167 old diary rows were recovered, the 2,221 quotations that matched exactly one customer were imported, and 303 doubtful ones were held for review instead of guessed.

Can it take leads from IndiaMART, JustDial and WhatsApp?

Yes. Connections to IndiaMART, TradeIndia, JustDial, WhatsApp and website forms are built: each enquiry lands in Sales, assigned in turn, once you add your own key, and WhatsApp conversations sit in an inbox inside the CRM. Another lead source can be connected the same way.

Do quotations follow our format?

Yes: your letterhead, your terms and conditions, GST lines and the amount in words, with every revision kept.