Solutions
A CRM shaped around how you sell.
Two people or twenty, one product line or a catalogue of hundreds.
B2B sales teams
From enquiry to signed order, without dropped follow-ups.
Every enquiry gets an owner and a next step. Sequences and tasks keep follow-ups on time, and the pipeline shows where each deal stands.
- Website leads with owners
- Sequences and follow-up tasks
- Pipeline by stage and value
Anita Desai
Procurement · Narmada Pharma
Call today, 3:00 pm
Distributors and dealers
Quotations and repeat business, handled properly.
Quote quickly with your products, taxes and discounts, get approvals where margins matter and keep each customer's order history close.
- Products on quotations
- Approval rules for discounts
- Customer history in one profile
Service businesses
Contracts, projects and renewals, in step.
Agencies, installers and managed service providers keep contracts, delivery projects, payments and support against the same customer, and renew on time.
- Contracts and renewal dates
- Projects and support tickets
- Payments against the customer
Blue Lotus Hotels
Service contract · ₹6.1L a year
Last invoice paid on time
Sales leaders
Forecasts you can defend in the review.
Weighted pipeline, forecasts and win rates by person and team, with saved reports for the numbers you look at every week.
- Forecast and weighted pipeline
- Salesperson analytics
- Saved and custom reports
Tell us how your team sells.
We will show you OPM CRM set up with your stages, products and approvals.