close
S
C
M
Sales CRM & Sales-Force Automation
Our Sales CRM is one simple, secure online tool that helps your team sell more. It keeps your leads, deals, quotes, call reports and targets in one place — with nine easy dashboards — and shows each person only the customers that belong to them.
Whether this is your first CRM, you're moving off spreadsheets, or switching from Salesforce or Zoho — we make it easy. We plan it with you, set it up for the way you sell, bring in your real data, and stay with you on launch day and after.
It's ready-made software you set up your way — not built from scratch. So it costs less, goes live faster, and keeps getting better with free updates. You never get stuck on an old version.
After launch, we keep helping — answering questions, training your team and adding what you need — so your managers stop digging through spreadsheets and can see deals, wins and each rep's results live, any time.
See Your Whole Sales Team at a Glance
Nine ready-made dashboards — one for the owner, one for managers, one for each rep, plus pipeline, field visits, support and more — with live charts you can click into for the full details.
How We Help You Get Started & Grow
Six services that take you from day one to a team that uses the CRM every day — with clear, fixed prices.
Setup & Onboarding
We set up the CRM the way you sell, add your products and team, bring in your data, train everyone and go live — at a clear fixed price, usually in 2–8 weeks.
Move Your Data In
We bring your leads, customers, contacts, deals and quotes over from Salesforce, Zoho, HubSpot or spreadsheets — cleaned up, with duplicates removed and nothing left behind.
Make It Fit Your Business
Need something different? We add your own stages, fields, approval steps, reports and dashboards — built so you still get the free updates.
Connect Your Other Tools
We connect the CRM to email, SMS, phone calls, your accounting software, payments and e-sign — set up once and supported for good.
Mobile App for Your Reps
Give reps an iPhone and Android app to log visits, take orders, check today's plan and send quotes — even while they're out meeting customers.
Ongoing Help & Training
Friendly support, training for every role, recorded sessions and regular check-ins — with one person who knows your account, for as long as you're with us.
Never Lose a Lead — or Type It Twice
Add a new lead with where it came from, how strong it is, and what it's worth. When it turns into business, the CRM creates the customer and contact for you — so no one types the same details twice.
Everything in one place — see a customer's details and addresses, plus every deal, quote, task and support ticket linked to them.
Each lead has an owner. Reps see only their own leads, customers and deals, while managers and admins see everyone's — so data stays private and tidy.
What You Get, Out of the Box
Twelve things built in from day one — no extra setup needed.
Many Companies
Run more than one company in one place, each kept separate.
Many Branches
Works across all your offices and branches.
Right Access for Each Role
Everyone sees and does only what their job allows.
Your Own Data
Reps see only their own customers and deals, automatically.
9 Live Dashboards
Easy charts and numbers for every team.
Full History
See who changed what — and nothing is ever truly deleted.
Quick Search
Find anything fast — just start typing.
Easy Export
Download any list to Excel or PDF in one click.
5 Languages
English, Hindi, Arabic, Spanish, French — and any currency.
Safe & Secure
Encrypted login and protected passwords.
Connects Easily
Links up with your other software.
Cloud or On-Site
Use it online, or on your own servers.
See Every Deal — and What's Coming
Each deal moves through clear steps — from first interest to won or lost — with its value, the date you expect to close it, and the reason it was won or lost.
Add calls, meetings and tasks to every deal, so you always know the next step and can see the whole story in one click.
Managers see the total value of open deals, the win rate and what's at each step — live, and they can click into any deal or rep.
Quotes — Build, Send and Track
Build a quote in minutes from your product list. The CRM works out the tax, discount and total for you, and gives you a neat, branded PDF to send.
Follow every quote from Draft to Sent to Accepted, Rejected or Expired — each with its own number and a "valid until" date, so nothing slips through the cracks.
Each quote is linked to its deal and customer, so you can see the full story — from first lead to closed sale — and the totals show up on your dashboards.
Made for Field Sales Teams
The Daily Call Report lets a rep quickly log every visit or call — how they met (visit, phone, video or email), what happened, any order taken, and the next step.
These daily reports add up automatically into a Monthly Report for each rep — calls, visits and orders — with no extra typing.
Set targets and sales areas, and keep track of customer birthdays and anniversaries. The manager's dashboard shows who's on track and how active each rep is — at a glance.
How We Get You Live, in 4 Simple Steps
From first chat to going live in 2–8 weeks — with weekly calls, a dedicated helper, and a test run on your real data, so launch day is smooth and stress-free.
Discover
We learn how you sell — your steps, products, areas and reports — and agree a clear, fixed-price plan.
Set Up
We set up your steps, products, roles, areas, dashboards and quote templates — ready for your team.
Move Data
We bring in your leads, customers, contacts and open deals, remove duplicates, and train your team.
Go Live
You go live, and we stay close for the first two weeks — then move you to easy, ongoing support.
Fixed prices
Weekly calls
Test on your data
Your own account helper
Industries We Serve
Set up for the way each industry really sells — from pharma field teams to distribution, FMCG and business services.
Pharma & Healthcare
Rep visit reports, doctor and chemist coverage, samples and orders.
Manufacturing
Dealer and distributor deals, quotes, targets and area coverage.
Distribution & FMCG
Daily visit plans, retailer calls, order booking and field-team output.
Agri & Agro Inputs
Dealer networks, new demand, season targets and customer reminders.
Financial Services
From lead to policy, with tight access control and a full history.
Real Estate
Site-visit tracking, lead follow-ups, quotes and reminders.
IT & Software
Qualify enquiries, track deal stages, send proposals and renewals.
Professional Services
Manage key accounts, predict deals and track every touch-point.
Your reps ask. Your CRM answers.
Filling in forms and filters slows sales teams down. So we built a simple chat into the CRM — reps and managers just ask, and get answers, charts or actions in seconds, without digging through menus.
Show me top customers by quoted value this quarter
U
Here are your top accounts — total quoted ₹8.5 Cr.
Acme Agro₹1.9 Cr
Sri Balaji Traders₹1.4 Cr
Kisan Agri₹1.1 Cr
Draft a follow-up email for the Acme opportunity
U
Done — drafted using the quotation and last call report, ready in the activity. Open draft →
Ask anything…
Built with Anthropic Claude
A Smart Assistant Built Into Your CRM
The CRM comes with an optional smart assistant. Ask it a question in plain English — about your leads, deals, quotes or call reports — and it answers right away. There's no extra tool to learn.
We also use the same AI to build your software faster — and it can live inside your CRM to help your team every day.
Ask in plain English
Talk to it
Many languages
Writes emails & notes
Quick actions
Deal summaries
Add a Smart Assistant to Your CRM
Private chat · 30-minute call · a working demo in two weeks
Try the CRM, Risk-Free
We set up the CRM with your steps, your products and your areas, then add some of your real leads and deals. You try it out on your own data and your own way of selling.
- Free 14-day trial
- No credit card required
- Setup in 24 hours
+91 90524 31162 | sales@scmsoftwarelab.com
Talk to a CRM Expert
A 30-minute call, a simple written plan, and a working setup in 24 hours — with a clear list of what we need from you and what you'll get.
No deck, no sales pitch — just your data on the screens your team will use every day.
Why Teams Choose Our Sales CRM
Nine simple reasons businesses pick us.
One Cloud Platform
Runs many companies and branches, from 5 to 5,000 users.
Made for Field Sales
Call reports, targets and areas built in — not added on.
9 Live Dashboards
A dashboard for every role, with click-through detail.
Your Data Stays Private
Reps see only their own customers and deals.
Works on Mobile
Log calls, check deals and send quotes on the go.
Easy Reports
Download any list to Excel or PDF; quotes as branded PDF.
Full History
A clear record of every change.
Always-On Support
Help when you need it, with your own account helper.
Clear Pricing
A simple price per user — no hidden fees.
Common Questions
The questions people ask us most — about setup, changes, connecting other tools, training, support, pricing and moving your data.
How do we work together?►
We offer fixed-price setup, flexible pay-as-you-go work, and ongoing support plans — and we pick the option that fits your team size and budget.
Can it be set up without coding?►
Yes. Your sales steps, products, roles, areas, dashboards and quote templates are all set up from simple admin screens — no coding and no developer needed.
Can you build extra things we need?►
Yes — we can add your own fields, steps, approval flows, reports and connections, built in a way that still gets the free updates.
What other tools can it connect to?►
Email and SMS, phone calls, your accounting software (like Tally, SAP or Zoho Books), payments, e-sign, and single sign-on with Microsoft or Google.
How do you train our team?►
Hands-on training for each role — admins, managers and reps — in person or online, with recorded sessions and simple guides to keep.
What support do we get?►
Choose business-hours help, 24x5, or round-the-clock support. Every plan includes regular check-ins and one person who knows your account.
How much does it cost?►
A simple monthly price per user, plus a one-time setup fee — with no hidden charges. You can use it online or on your own servers.
Can you move us from Salesforce or Zoho?►
Yes — we move your leads, customers, contacts, deals, quotes, tasks and notes over from Salesforce, Zoho, HubSpot or spreadsheets, and check that nothing is missing.
Ready to put your sales team on one CRM?
Get a working setup in 24 hours, try it for two weeks, and go live in 2–8 — with a team that stays with you for the long run.
Book a Free Call