01
Lead capture
- Website forms, referrals and source tracking
- Salesperson assignment and contact history
- Duplicate checks and next-action dates
Professional
Sales CRM
High-conversion B2B sales pipeline CRM designed to accelerate deal closures and eliminate lead leakage. Automatically captures prospects from websites, WhatsApp, IndiaMART, and trade shows, distributing them instantly to sales reps with automated SLA reminders. Delivers real-time executive pipeline visibility, call logging, customizable quotation templates, and revenue forecasting.
100% CUSTOMIZABLE SYSTEM
Private Workspace + Custom Website
🔒 This preview represents your internal operational workspace (backend): The options below are solely for your team's day-to-day operations, billing, and inventory.
✨ How will your customer-facing website look? Your public website layout, branding, and customer features will be custom-crafted through direct consultation to stand out uniquely.
⚙️ Full control in your hands: Any module or field in this workspace can be added, customized, or removed as needed.
Business websiteManagement workspaceCustomer & team access
A connected system for your website, your team and your everyday work.
Explore solution preview ↗Request a business visit ↗YOUR PRIVATE MANAGEMENT WORKSPACE
Sales CRM: Internal Management Workspace
Backend Workspace
This preview represents your internal operational workspace (backend).
The options below are for your staff's daily billing, inventory, and operations. Your customer-facing public website will be custom-crafted with your brand aesthetic and layout.
💡 Any module or field in this workspace can be added, customized, or removed as needed.
Active Client Tasks
48 Open Tasks
Completed Engagements
142 Completed This Month
SLA Adherence Rate
98.4% On-Time
Client Satisfaction Score
4.9 / 5.0 Rating
Professional User Operations & Task Console
Live Workspace Demo| Task Reference ID | User Name & Organization | Project Scope & Deliverable | Assigned Specialist | Current Status & Milestone |
|---|---|---|---|---|
| #TSK-8401 | Horizon Ventures Pvt Ltd | Q3 Financial Review & Compliance Audit | Senior Financial Analyst | ✅ Audit Report Finalized; Signed by Partner |
| #TSK-8402 | Starlight Media Network | Contract Negotiation & Rights Drafting | Corporate Legal Counsel | 🟡 Draft reviewed with user; awaiting execution |
| #TSK-8403 | Pinnacle Supply Chain LLP | Enterprise ERP Workflow Setup & Training | Lead Systems Architect | ⏱️ Phase 2 User Training scheduled tomorrow 10 AM |
| #TSK-8404 | Quantum Retail Group | Tax Strategy & International Invoicing | Managing Associate | ✅ Verified & filed on statutory portal; ARN generated |
No matching sample records.
Website + operational workspace
Customer-facing pages, team access and business workflows, planned together.
Aaj of kul naEe lids
28 Leads (IndiaMART, Justdial, Web)
Active Deals in Pipeline
42 Deals (& ailyu ₹48.20 Lakhs)
koteshan kan & rjan Rate
24% Deals Closed Won
fromls tim kals Aaj
142 Calls Logged
Sales Pipeline & Quotations
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| lid ID & Date | klaInt Name & knpani | pRoadkt Ink & ayari & & ailyu | fromls Egjikyuti | dil stej & Status |
|---|---|---|---|---|
| #LD-8401 | mesars Gupta stil tredars (Karnal) | tomaitik paiofjing mashin (₹8.5L) | Vikas Sharma (siniyar fromls) | koteshan bheja / negoshiEshan In Progress 💬 |
| #LD-8402 | Farmer Egro Indastrij (Sirsa) | 50 HP solar pnp kntrolar (₹3.2L) | Amit Yadav (teritari Manager) | klojd & on (₹1L tokan prapt) ✅ |
| #LD-8403 | balaji palimars pra. li. | mnthali ra-materiyal saplaEe (₹12L) | Vikas Sharma | teknikal spesiphiofshan Apru & d 📋 |
| #LD-8404 | rayal Sweets End bekars | kamarshiyal O & n & trej (₹4.5L) | Deepak goyal | klaInt demo & ijit kal 🗓️ |
No matching sample records.
Key Module Capabilities
- Website forms, referrals and source tracking
- Salesperson assignment and contact history
- Duplicate checks and next-action dates
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Aaj of kul naEe lids
28 Leads (IndiaMART, Justdial, Web)
Active Deals in Pipeline
42 Deals (& ailyu ₹48.20 Lakhs)
koteshan kan & rjan Rate
24% Deals Closed Won
fromls tim kals Aaj
142 Calls Logged
Sales Pipeline & Quotations
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| lid ID & Date | klaInt Name & knpani | pRoadkt Ink & ayari & & ailyu | fromls Egjikyuti | dil stej & Status |
|---|---|---|---|---|
| #LD-8401 | mesars Gupta stil tredars (Karnal) | tomaitik paiofjing mashin (₹8.5L) | Vikas Sharma (siniyar fromls) | koteshan bheja / negoshiEshan In Progress 💬 |
| #LD-8402 | Farmer Egro Indastrij (Sirsa) | 50 HP solar pnp kntrolar (₹3.2L) | Amit Yadav (teritari Manager) | klojd & on (₹1L tokan prapt) ✅ |
| #LD-8403 | balaji palimars pra. li. | mnthali ra-materiyal saplaEe (₹12L) | Vikas Sharma | teknikal spesiphiofshan Apru & d 📋 |
| #LD-8404 | rayal Sweets End bekars | kamarshiyal O & n & trej (₹4.5L) | Deepak goyal | klaInt demo & ijit kal 🗓️ |
No matching sample records.
Key Module Capabilities
- Configurable stages and qualification checklist
- Calls, meetings and follow-up reminders
- Lost-deal reasons and conversion records
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Aaj of kul naEe lids
28 Leads (IndiaMART, Justdial, Web)
Active Deals in Pipeline
42 Deals (& ailyu ₹48.20 Lakhs)
koteshan kan & rjan Rate
24% Deals Closed Won
fromls tim kals Aaj
142 Calls Logged
Sales Pipeline & Quotations
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| lid ID & Date | klaInt Name & knpani | pRoadkt Ink & ayari & & ailyu | fromls Egjikyuti | dil stej & Status |
|---|---|---|---|---|
| #LD-8401 | mesars Gupta stil tredars (Karnal) | tomaitik paiofjing mashin (₹8.5L) | Vikas Sharma (siniyar fromls) | koteshan bheja / negoshiEshan In Progress 💬 |
| #LD-8402 | Farmer Egro Indastrij (Sirsa) | 50 HP solar pnp kntrolar (₹3.2L) | Amit Yadav (teritari Manager) | klojd & on (₹1L tokan prapt) ✅ |
| #LD-8403 | balaji palimars pra. li. | mnthali ra-materiyal saplaEe (₹12L) | Vikas Sharma | teknikal spesiphiofshan Apru & d 📋 |
| #LD-8404 | rayal Sweets End bekars | kamarshiyal O & n & trej (₹4.5L) | Deepak goyal | klaInt demo & ijit kal 🗓️ |
No matching sample records.
Key Module Capabilities
- Requirement notes and quotation revisions
- Approval workflow and agreed scope
- Order handover and promised-date records
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Aaj of kul naEe lids
28 Leads (IndiaMART, Justdial, Web)
Active Deals in Pipeline
42 Deals (& ailyu ₹48.20 Lakhs)
koteshan kan & rjan Rate
24% Deals Closed Won
fromls tim kals Aaj
142 Calls Logged
Sales Pipeline & Quotations
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| lid ID & Date | klaInt Name & knpani | pRoadkt Ink & ayari & & ailyu | fromls Egjikyuti | dil stej & Status |
|---|---|---|---|---|
| #LD-8401 | mesars Gupta stil tredars (Karnal) | tomaitik paiofjing mashin (₹8.5L) | Vikas Sharma (siniyar fromls) | koteshan bheja / negoshiEshan In Progress 💬 |
| #LD-8402 | Farmer Egro Indastrij (Sirsa) | 50 HP solar pnp kntrolar (₹3.2L) | Amit Yadav (teritari Manager) | klojd & on (₹1L tokan prapt) ✅ |
| #LD-8403 | balaji palimars pra. li. | mnthali ra-materiyal saplaEe (₹12L) | Vikas Sharma | teknikal spesiphiofshan Apru & d 📋 |
| #LD-8404 | rayal Sweets End bekars | kamarshiyal O & n & trej (₹4.5L) | Deepak goyal | klaInt demo & ijit kal 🗓️ |
No matching sample records.
Key Module Capabilities
- User contacts and activity timeline
- After-sales tasks and renewal follow-ups
- Salesperson and source-wise conversion reports
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Total Web Visits Today
482 Visitors
Direct WhatsApp Inquiries
18 Direct WhatsApp Clicks
Qualified Web Leads
8 Qualified Inquiries
Average Response Time
3 Minutes Avg
Website Inquiries, SEO Content & WhatsApp Leads
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Lead ID & Timestamp | Customer Name & City | Contact Number | Requested Service / Product | Lead Status & Action |
|---|---|---|---|---|
| #LD-8401 (10:15 AM) | Amit Bansal (Hisar) | +91-98120-XXXXX | Service quotation & product brochure download | Call Completed / Quotation Sent ✅ |
| #LD-8402 (11:30 AM) | Sunita Rani (Panipat) | +91-99921-XXXXX | Pricing inquiry via WhatsApp Web | Catalog & pricing shared on WhatsApp ✅ |
| #LD-8403 (12:45 PM) | Rajesh Verma (Karnal) | +91-94160-XXXXX | In-person consultation appointment request | Meeting Scheduled for Tomorrow 11:00 AM 🗓️ |
| #LD-8404 (01:20 PM) | Deepak Goyal (Rohtak) | +91-98962-XXXXX | Bulk order institutional discount query | Assigned to Enterprise Sales Manager 📞 |
No matching sample records.
Key Module Capabilities
- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Active System Users
8 Staff Members
Owner / Admin Access
2 Owners (Full Administrative Control)
Manager & Accountant Roles
3 Accounts / Billing Managers
Front-Desk & Counter Staff
3 Restricted POS Operators
User Roles, Access Controls & Approval Permissions
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| User Name & Designation | Login Mobile / Email | Assigned Role & Permissions | Discount / Credit Approval Limit | Last Login Activity |
|---|---|---|---|---|
| Naresh Gupta (Managing Director) | [email protected] | Super Administrator (Full Rights & Audit Logs) | Unlimited (Full Approval Authority) | Currently Active 🟢 |
| Amit Sharma (General Manager) | [email protected] | Branch Manager (View, Edit & Approvals) | Up to ₹50,000 Discount / Credit Approved | Today 8:45 AM |
| Swati Jain (Senior Accountant) | [email protected] | Billing & Financial Ledger Master | Invoicing, Challans & Tax Compliance Reports | Today 9:00 AM |
| Rahul Kumar (Counter Cashier) | [email protected] | Cash POS & Sales Order Punching | POS Terminal Only (Back-date & Deletion Locked) | Today 9:15 AM |
No matching sample records.
Key Module Capabilities
- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Total Daily Sales / Turnover
₹1,84,500
Estimated Gross Profit Margin
18.4% Gross Margin
Bank & Cash Collections Today
₹1,42,000
30+ Days Outstanding Receivables
₹3.80 Lakhs (Controlled)
Executive Dashboard, Profitability MIS & Business Reports
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Financial Metric / KPI | Today's Performance | Month-to-Date (MTD) | Previous Year Same Month (YoY) | Trend & Health Status |
|---|---|---|---|---|
| Total Gross Revenue & Billing | ₹1,84,500 | ₹38,40,000 | ₹31,20,000 (+23% YoY Growth) | Strong Growth Trend 📈 |
| Cash Counter & UPI Instant Settlements | ₹92,500 | ₹22,10,000 | ₹16,40,000 | Cash Flow Positive ✅ |
| Bank RTGS & Cheque Realizations | ₹49,500 | ₹12,40,000 | ₹11,10,000 | Timely Clearance Verified ✅ |
| Operating Overheads (Salaries, Fuel, Utilities) | ₹8,200 | ₹4,10,000 | ₹3,90,000 | Strictly Within Budget 🎯 |
No matching sample records.
Key Module Capabilities
- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Tally / Excel Data Import
100% Complete (4,200 Masters)
Staff Training Sessions
3 Sessions Completed (Hands-on training)
Daily Auto Cloud Backup
Active (Encrypted nightly at 2:00 AM)
Dedicated WhatsApp Support
Assigned (10 AM - 8 PM Live Support)
Setup, Tally Migration & Ongoing Care
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Milestone / Setup Task | Scope & Deliverables | Technical Lead | Completion Date | Sign-Off Status |
|---|---|---|---|---|
| Legacy Ledger & Party Masters Import | 850 Accounts imported from Tally Prime XML | Senior Data Engineer | Completed Day 01 | Client Verified ✅ |
| Item Master & Barcode Mapping | 3,400 Products with GST rates & MRP cataloged | Data Migration Specialist | Completed Day 02 | Inventory Reconciled ✅ |
| Billing Counter & Mobile App Training | Hands-on training for cashiers & sales staff | On-Site Training Lead | Completed Day 03 | Staff Tested & Certified ✅ |
| Receipt Printer & Barcode Scanner Setup | Sync with TVS / Epson thermal printers & scanners | Hardware Systems Engineer | Completed Day 03 | Sub-second Print Verified ✅ |
No matching sample records.
Key Module Capabilities
- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
A proposed solution walkthrough, not a running user system. Final modules, integrations and delivery are confirmed in your written scope. Payment, SMS, WhatsApp, courier and other third-party services require their own provider access and charges.
🔥 THE REALITY OF SELLING ONLINE
Selling on Instagram or WhatsApp? — Why You Need Your Own Website & System:
Instagram reels generate curiosity, but real scale and repeat orders happen on a trusted, branded e-commerce storefront.
🚀
What Happens When a Reel Goes Viral? Process 500+ Orders
When a viral video triggers 500 orders overnight, manual WhatsApp messaging collapses. A website captures addresses and payments automatically.
🛡️
10x Trust Over Anonymous QR Codes & Bank Transfers
Shoppers hesitate to scan unknown QR codes in DMs. A secure, professional checkout builds immense brand trust.
🔄
Unified Inventory: Counter Shop & Online Store in Sync
Sold the last piece at your physical counter? The online store instantly marks it out of stock, preventing embarrassing order cancellations.
📦
Automated Courier Tracking & Instant WhatsApp Updates
Connect Shiprocket/Delhivery with auto-generated labels, live parcel tracking, and proactive WhatsApp delivery updates.
Want a custom-crafted system for your business operations?
We consult directly with your team to map your exact workflow. Zero Advance Policy — pay only after reviewing working software!
Prefer to talk online? Google Meet is available in every location, even where a partner is present. Book an appointment; our team will confirm online or offline arrangements with you.
FROM YOUR WEBSITE TO YOUR DAILY WORK
Explore every module.
02
Sales pipeline
- Configurable stages and qualification checklist
- Calls, meetings and follow-up reminders
- Lost-deal reasons and conversion records
03
Proposals & deals
- Requirement notes and quotation revisions
- Approval workflow and agreed scope
- Order handover and promised-date records
04
Customer management
- User contacts and activity timeline
- After-sales tasks and renewal follow-ups
- Salesperson and source-wise conversion reports
05
Website, content & enquiry forms
- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
06
Accounts, roles & approvals
- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
07
Owner reports & business visibility
- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
08
Setup, training & ongoing care
- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
A connected solution, scoped for your business.
We agree which website, management, user and team modules you need, map your current work, then plan configuration, training and support. These are proposed capabilities, not a claim that every imported project already contains them.
Your core workflows
Multi-Channel Lead Ingestion & Intelligent Sales Rep AssignmentAutomated Follow-Up Reminders, WhatsApp Templates & Call LoggingDeal Stage Progression Tracking & Sales Pipeline Value ForecastingCustomizable PDF Quotation Generation with Dynamic Margin AlertsDeal Won Handoff to Operations & Sales Target Performance Leaderboard
UNDERSTAND BEFORE WE BUILD
A conversation about
your everyday work.
What percentage of incoming business leads go cold due to delayed follow-ups by sales executives?
Can your sales managers view daily deal progression stages and team activity metrics in real time?
How do you track quote revisions and ensure standard pricing margins across different sales reps?
From discovery to a working system
- Request a preferred visit date and share your business address.
- Our team confirms partner availability and the appointment.
- Your partner maps the current workflow and your priorities.
- We agree on scope, build the solution and coordinate training and support.
A request is not a confirmed visit. Availability, scope and timelines are agreed with you first. No local office is implied.
Let's plan your solution ↗