Sales & CRM

Customer & CRM — Built for Indian Enterprises

Streamline leads, pipelines, activities, and account health with role-based workflows, audit trails, and integration-ready APIs.

Customer & CRM — Built for Indian Enterprises
Why Teams Choose

Customer & CRM

Streamline leads, pipelines, activities, and account health with role-based workflows, audit trails, and integration-ready APIs.

Deploy on cloud with role-based access, Indian compliance where applicable, and integration-ready APIs for mobile and partner systems.

Why Teams Choose Customer & CRM

Built for modern finance teams

Cloud-native · Real-time · Scalable

At a Glance

Efficiency

40%

Less Manual Entry

Speed

2×

Faster Closings

Compliance

360°

Audit Visibility

Access

24/7

Cloud Access

Complete Feature Set

Everything you need for day-to-day operations — configured for Indian business workflows.

📌

Lead management

Configurable with role-based access, approvals, and full audit history.

⚡

Opportunity pipeline

Configurable with role-based access, approvals, and full audit history.

🔗

Customer master

Configurable with role-based access, approvals, and full audit history.

📊

Contact management

Configurable with role-based access, approvals, and full audit history.

✅

Appointments & follow-ups

Configurable with role-based access, approvals, and full audit history.

🎯

Email & SMS campaigns

Configurable with role-based access, approvals, and full audit history.

More Capabilities

📱

Territory management

Configurable with role-based access, approvals, and full audit history.

🔒

Sales person management

Configurable with role-based access, approvals, and full audit history.

🧾

Customer groups

Configurable with role-based access, approvals, and full audit history.

📦

Contracts

Configurable with role-based access, approvals, and full audit history.

💼

Sales analytics

Configurable with role-based access, approvals, and full audit history.

Platform in Action

Customer & CRM — view 1
Customer & CRM — view 2
Customer & CRM — view 3

Trusted by Growing Businesses

★★★★★

"We launched a multivendor marketplace in weeks while keeping finance and inventory on the same ERP backbone."

P
Priya Sharma
COO, Nexus Retail Group, Nexus Retail

Frequently Asked Questions

Yes. Activate only this module or combine it with related ERP modules as you scale.
Typical rollouts range from two to six weeks depending on data migration scope and integrations.
We provide administrator training, user guides, and optional on-site workshops during go-live.

Deploy Customer & CRM on Cloud

Schedule a personalised walkthrough with our solution consultants.

Request Demo