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Sales CRM & Sales-Force Automation

From first lead to repeat order — one connected customer record for every team.

Sales teams do not lose deals because they lack effort — they lose them because information is scattered across inboxes, spreadsheets and someone's memory. Our Sales CRM captures every lead, qualifies and routes it, tracks each opportunity and quotation, and keeps reps, managers and support working from the same up-to-date record.

Built for field sales teams DCR & MCR reporting built in Role-based dashboards
Sales Strategy

A connected sales system, not just a contact list

Most sales teams do not have a CRM problem — they have a visibility problem, where the pipeline lives in a spreadsheet and the real status lives in a rep's head.

Our Sales CRM replaces that with one system where every lead, activity, quotation and order shares the same customer record. Leads arrive from your website, campaigns and referrals, get scored, routed and assigned automatically, and move through a pipeline your managers can actually see. Reps log calls and visits from the field in seconds, raise quotations from a priced catalogue instead of a Word template, and convert won deals straight into orders — so nothing is re-keyed and nothing is lost between stages.

For managers, the same data rolls up into pipeline value, conversion rates, activity levels and target achievement without anyone assembling a report. Territories, product catalogues and approval rules are configurable, so different divisions and regions run on one platform with their own structure. And because support tickets attach to the same customer record, the team selling to an account can see what the team serving it is dealing with — which is usually where repeat business is won or lost.

What we deliver

Sales CRM Implementation Services

We digitise the sales process — from lead capture to repeat order — with cost-effective, field-tested solutions your sales team will actually use.

01

Rapid CRM Rollout

Deploy leads, pipeline, quotations and call reporting quickly — with the mobile app in your reps' hands in weeks, not quarters.

02

Pipeline & Process Design

Define stages, qualification criteria, routing rules, territories and approval limits so forecasts mean the same thing to everyone.

03

Data Migration & Integration

Import existing customer, lead and quotation history cleanly, and connect the CRM to ERP, accounting, website forms and messaging through secure APIs.

04

Adoption & Managed Support

Rep training, manager dashboards, ongoing enhancements and a named success manager — because a CRM only pays back if the field keeps using it.

Platform capabilities

Enterprise-Grade CRM Features

Everything a sales organisation needs — lead to repeat order — with each module sharing the same customer record in real time.

Lead Management

Capture from web, campaigns and referrals with scoring and auto-routing.

Opportunity Pipeline

Configurable stages, weighted forecast and win/loss reasons.

Quotations

Build quotes from a priced catalogue with discounts and approval limits.

Product Catalogue

Central price lists, variants and margins behind every quotation.

Daily & Monthly Call Reports

DCR and MCR capture for field teams, from the phone in seconds.

Targets & Achievement

Set targets by rep, territory and product, and track attainment live.

Sales Team & Territory

Reps, area and regional managers with configurable reporting lines.

Activities & Follow-ups

Calls, meetings, visits and reminders attached to every account.

Help Desk

Support tickets on the same customer record the sales team works from.

Mobile Sales App

Full pipeline, quotes and call reporting on Android and iOS.

Role-Based Dashboards

Rep, manager and leadership views — each showing only their own data.

Secure & Multi-Tenant

Role-based access, encryption and audit trails across every territory.

Our value promise

Measurable sales outcomes, without overspending

We combine sales process expertise with an affordable delivery model so you capture measurable results — without overspending.

Nothing Falls ThroughEvery lead is captured, routed and owned — no enquiry lost in an inbox.
Honest ForecastsWeighted pipeline based on real stage movement, not optimistic guesses.
Faster QuotationsQuotes built from a priced catalogue in minutes, with approvals built in.
Shorter Sales CyclesAutomated follow-ups and reminders keep deals moving between meetings.
Field VisibilityDaily call reports show what the field is doing while it still matters.
Protected MarginsDiscount limits and approval workflows stop margin leaking on the front line.
Single Customer RecordSales and support share one view — no contradictory answers to a customer.
Faster Rep OnboardingA new joiner inherits full account history instead of starting cold.
Target AccountabilityAttainment by rep, territory and product visible to everyone, continuously.
Repeat BusinessRenewal and follow-up triggers turn one-time buyers into recurring accounts.
Configurable, Not CustomLower TCO, painless upgrades and a roadmap that improves every quarter.
End-to-End PartnershipWe stay on after go-live to drive adoption and continuously improve.
Module Coverage

Every module in the Sales CRM

One connected customer record underneath every screen — a lead, the account it converts into, the opportunity, the quotation and the support ticket all reference the same customer. Every module below is branch-scoped, role-gated and exportable.

Dashboards 9 boards

Executive

Revenue, pipeline value, win rate and target attainment for the whole business, with branch and period filters.

Sales Manager

Team view — each rep's pipeline, activity level and progress against target, so coaching is based on numbers rather than impressions.

My Dashboard

The rep's own board: their leads, opportunities closing this month, activities due and personal target.

Sales Pipeline

Value by stage with ageing, so deals stalling in one stage are visible before the month closes.

Field Activity

Visits and calls logged across the territory, with coverage against the plan.

Support

Open tickets by status, age and owner, kept beside the trading history rather than in a separate tool.

Marketing

Campaign spend against leads generated and deals influenced.

Customers

Account concentration, repeat business and customers going quiet.

Catalogue

What is actually selling — product mix by value and volume across the period.

Sales Pipeline 5 modules

Leads

Enquiries captured with source, owner and status, qualified and then converted into an account, contact and opportunity in one step so nothing is re-typed.

Contacts

The people you deal with, each tied to an account, with role, communication history and the activities logged against them.

Accounts

The customer company record that everything else hangs from — contacts, opportunities, quotations, tickets and history in one place.

Opportunities

Deals with expected value, stage, probability and close date, driving a forecast derived from records rather than assembled by hand.

Quotation Management

Multi-line quotations priced from the catalogue, with revisions and validity, exportable to PDF for the customer.

Sales Force 3 modules

Sales Reps

The field team with their reporting line, region and login, so every record carries an owner and every dashboard can be filtered by person.

Sales Regions

Territory structure that determines who sees which accounts, and how performance is rolled up.

Sales Targets

Targets by rep and period, measured automatically against booked business rather than tracked in a side spreadsheet.

Call Reporting 2 modules

Daily Call Report

What each rep did today — customers seen, outcomes and follow-ups — captured as a structured record rather than a free-text summary, so it can be reported on.

Monthly Call Report

The month rolled up per rep and territory: calls made, coverage achieved and conversion, ready for the review meeting.

Engagement 3 modules

Activities

Calls, meetings, emails and tasks logged against a lead, contact, account or opportunity, with owner and due date.

Campaigns

Marketing campaigns with budget and target segment, linked to the leads they produced so spend can be judged against pipeline created.

Customer Wishes

Requests, suggestions and unmet needs captured from the field — the backlog of what customers keep asking for.

Support & Catalogue 2 modules

Tickets

Post-sale issues raised against the account and tracked to resolution, so the person selling can see what support is dealing with.

Products & Services

The priced catalogue that quotations draw from, keeping pricing consistent across every rep and every quote.

Administration & Masters 7 modules

Company

The tenant record with its identity and defaults; the system is multi-company by construction rather than by convention.

Branch

Branches within a company, each with its own data scope, so one deployment serves several offices without them seeing each other.

Users

Accounts with their branch, role and status, provisioned centrally.

Roles

Role definitions carrying module and action permissions — access granted by job, not by person.

Country

Country master driving address format and territory rollups.

State

State and region records used for territory definition and reporting.

City

City master used across accounts, contacts and territory coverage.

Platform & Security 6 capabilities

Multi-tenant by design

Company and branch context is resolved on every request and applied underneath the queries, so data separation does not depend on each screen remembering to filter.

Branch & data scoping

What a user can see follows their branch and role, including an all-branches mode for head office.

Role-based routing

A rep landing on a manager-only screen is redirected rather than shown an empty page — the guard sits in front of the route, not inside the view.

Token authentication

Stateless JWT sessions, so the same backend serves the web application and any client you add later.

PDF & Excel export

Every list and report exports to PDF or XLSX from one shared export service, so output is formatted the same way everywhere.

Multi-language interface

Every label is externalised for translation rather than hard-coded, so a new language is a resource file, not a rebuild.

Product Screens

A look inside the Sales CRM

Real screens from the product — dashboards, leads, opportunities, quotations and call reports, all sharing the same live customer data. Click any screen to view it full size.

Sales CRM dashboard showing pipeline value, targets and activity summary
CRM DashboardPipeline value, target attainment and team activity at a glance
Leads screen showing captured enquiries with source, score and owner
LeadsEvery enquiry captured with source, score, status and assigned owner
Opportunities screen showing deals by stage with expected value
OpportunitiesDeals by stage with expected value, close date and next action
Quotation screen built from a priced product catalogue
QuotationsQuotes built from a priced catalogue, with discounts and approvals
Daily call report screen capturing field visits and outcomes
Call ReportsDaily and monthly call reports captured straight from the field
"We go beyond software to ensure your CRM delivers measurable commercial outcomes. With proven rollouts across field sales, distribution and B2B teams, we blend sales process design, mobile engineering and analytics. From affordable implementation to ongoing adoption programmes, we focus on creating sustainable value at every stage. Partner with us to capture every lead, forecast honestly and win more repeat business."
Our Commitment to Sales Excellence — SCM Software Lab
End-to-end flow

From first lead to repeat order

Every stage of the sales journey is captured and connected, so reps, managers and support always work from the same up-to-date customer record.

STEP 01

Capture

Leads from web, campaigns and referrals

STEP 02

Qualify

Score, route and assign to the right rep

STEP 03

Engage

Calls, visits, activities and campaigns

STEP 04

Propose

Quotations from a priced catalogue

STEP 05

Win

Close the deal and convert to an order

STEP 06

Retain

Support tickets and repeat business

Industries we serve

Sales CRM across every industry

We deliver sales-force automation across industries — each with its own buying cycle, channel structure and quoting rules.

Manufacturing

Long B2B cycles, technical specifications and negotiated price lists.

Distribution

Dealer and stockist coverage with secondary sales visibility.

Pharmaceutical

Field coverage of doctors and chemists with daily call reporting.

Retail & eCommerce

High-volume enquiries, fast quoting and repeat-order automation.

Construction

Project-based selling with BOQs, site visits and staged approvals.

Agriculture

Dealer networks and seasonal demand across dispersed rural territories.

Education

Admissions pipelines, counsellor follow-up and enrolment tracking.

Automotive

Dealer enquiries, test drives, finance options and delivery follow-up.

Healthcare

Institutional accounts, tenders and multi-stakeholder decisions.

Professional Services

Proposal-led selling with scoped estimates and renewal cycles.

Financial Services

Lead qualification, compliance checks and advisor performance tracking.

Energy & Utilities

Long procurement cycles, tenders and service-contract renewals.

Sales mobility

One Mobile App for Every Sales Rep

The whole selling day in one app — built to be used between meetings, with one hand, on a patchy connection.

One app for the entire sales day

A single mobile app on Android and iOS covers the complete cycle — the day's leads and visits, customer history before you walk in, quotations raised on the spot, and the daily call report filed before the rep reaches the car. One login, one live connection to the CRM, no separate tools.

STEP 01

Day Plan

Today's leads, follow-ups and visits ordered by route, with everything needed for each meeting downloaded in advance.

STEP 02

Customer View

Full account history before you walk in — past orders, open quotations, outstanding tickets and the last conversation.

STEP 03

Quote on the Spot

Build a quotation from the priced catalogue in the meeting, apply approved discounts and send it before you leave.

STEP 04

Call Report

File the daily call report in seconds with outcome and next action — captured offline if there is no signal.

The app a rep actually carries

Built for a car park between meetings, not a desk — the pipeline, today’s calls and the report, all one-handed. Tap either screen to open it full size.

Sales CRM mobile app dashboard showing the rep's pipeline, calls due and target progress
Rep DashboardPipeline value, calls due today and progress against target, at a glance
Sales CRM mobile app opportunity pipeline with stages and expected close dates
Pipeline & CallsOpportunities by stage and the daily call report, filed from the phone
Connected selling

Your enquiry channels and back office, wired into one CRM

Leads flow in from every channel you sell through and won deals flow out to your ERP and finance systems — automatically, with no re-keying.

Lead sources

Website forms Email & campaigns Social & ads Calls & walk-ins
Sales CRM One source of truth for leads, pipeline, quotes and customers

Back-office systems

ERP & order entry Accounting & invoicing BI & analytics Email, SMS & WhatsApp
Leads captured automatically Duplicates merged on entry Quotes to sales orders Invoices & payments back Stock & price from ERP Alerts to reps and managers

Another channel or system? Our built-in REST API handles it.

The CRM ships with a documented REST API, so connecting a marketplace, marketing platform or ERP we have not integrated before is straightforward — no core changes, no middleware licence. Authentication, rate limiting and retry handling are built in, and every exchange is logged for audit and troubleshooting.

Why choose us

Why Choose Our Sales CRM?

Because a CRM only works if the sales team uses it. We build for the rep first, then the report.

10+ Years ExpertiseSales process and field automation experience across B2B and distribution.
Global + LocalDeployed for sales teams across India, the USA, the Middle East and beyond.
End-to-EndProcess design, rollout, rep training, adoption and ongoing enhancement.
Genuinely OfflineFull capture without signal, with conflict-safe sync when connectivity returns.
Seconds Per ReportA call report should take seconds — every extra tap costs you adoption.
KPI DrivenMeasured on conversion, cycle time, quote turnaround and target attainment.
Mobile FirstDesigned for use between meetings, not a desktop screen shrunk down.
Multi-Language & RTLArabic right-to-left plus English and regional languages for mixed teams.
Flexible DeploymentCloud, on-premise or hybrid — scale as your sales force grows.
Real-Time InsightsPipeline, activity and target dashboards updated as deals move.
Data SecurityRole-based access, encryption and audit trails across every territory.
Fully ScalableModular architecture across divisions, territories and countries.
AI is in every app we build

Your users ask. Your app answers.

Forms and filters are dead UX. We embed an AI conversation layer into the apps we ship — so reps and managers get answers, charts and actions in seconds, without learning your menu tree.

Ask your data Powered by Claude

User: Which deals over ₹10L are slipping this quarter?

AI: Five deals — no activity logged in 21+ days.

  • Acme Industries₹42.0L
  • Sunrise Motors₹28.5L
  • Delta Foods₹16.2L

User: Schedule follow-ups and alert the owners

AI: Done — follow-ups added for this week and each account owner notified. Open pipeline →

Built with Anthropic Claude

An AI layer inside your product — not bolted on.

Every page we build now ships with an optional AI assistant that reads your real data — leads, pipeline, quotations, tickets — and answers in natural language. No new tab, no separate chatbot tool. Just a conversation, where the work happens.

Behind the scenes we also build with Claude — pairing it on architecture, code generation, test writing and migrations. The same AI that writes our code now lives inside your app to serve your sales team.

Natural-language queries Voice input Multi-language Document understanding Action shortcuts Personalised summaries

Ask

Your user types — or speaks — a plain English question or instruction inside your app.

Understand

It understands the request, pulls exactly the right information, and stays within each person's access.

Answer

The answer lands as a chart, table, summary or one-click action — right inside your app, not in a side panel.

Add an AI layer to your app

NDA-first · 30-minute strategy call · we ship a working prototype in two weeks

Trust & Security

Your Customer Data Is Safe With Us

Your customer list, pricing and pipeline are among the most commercially sensitive data your business holds. We protect them with legally binding agreements and strict confidentiality protocols on every engagement.

NDA-Protected Projects

Every engagement starts with a signed NDA — before any discovery call, demo or data exchange. Your customer lists, pricing and commercial logic stay confidential.

Full IP Ownership

You own 100% of the source code and intellectual property. No vendor lock-in, ever.

Long-Term Partnership

We build trust through transparency, reliable delivery, and ongoing support that grows with you.

Zero Risk • Zero Upfront

Start Your CRM Project with Zero Risk

We deliver a working Proof of Concept before any financial commitment. Load your own pipeline, put the app in a real rep's hands, and decide with confidence — no upfront charges, no lock-in contracts.

Free Working Prototype

We build a functional prototype with your own customer and pipeline data in just 2-3 weeks — completely free of charge.

Source Code Ownership Available

Get full source code and IP ownership of your project for an additional fee. No vendor lock-in — you control your software.

Walk Away Anytime

Not satisfied? Walk away with zero obligation. No penalty, no questions asked. The POC is yours to keep either way.

No Lock-in Contracts

We don't believe in trapping clients. Flexible engagement models — fixed price, T&M, or dedicated team. You choose.

What's Included in the Free POC?

Functional demoCovering the full journey from lead capture to quotation and order
Field pilotThe mobile app on a real rep's phone, running a real day
Your own dataLoaded with a sample of your customer, lead and product lists
Manager dashboardsPipeline, activity and target views for your reporting lines
Project roadmapClear timeline with a transparent cost estimate
Live walkthroughA demo with your sales leadership before you decide anything

Ready to see your sales process digitised — for free?

Schedule Free Consultation

No credit card required • No commitment • Response within 24 hours

Questions

Frequently asked questions

Our Sales CRM covers the full lead-to-cash journey: lead capture and qualification (auto-creating a linked customer and contact), a customer and contact 360, an opportunity pipeline with stages and forecasting, a quotation builder with tax/discount and PDF, daily and monthly call reports (DCR/MCR), sales targets and territories, activities, campaigns, customer wishes and a support help desk — across nine role-based dashboards, with row-level data security and five-language localization.
Yes. Every record is isolated per company and branch. Sign-in is encrypted and passwords are securely hashed, role-based authorization is enforced on the server (not just hidden in the UI), and 'own-data-only' roles such as Sales Rep automatically see only the records they own.
Yes — it is built for field sales. Reps log Daily Call Reports (DCR) with interaction type, outcome and order value; those roll up into an automatic Monthly Call Report (MCR). Sales targets, territories/regions and rep attainment are tracked and surfaced on the manager dashboard.
Yes. The CRM connects easily to your other tools — email and SMS, phone systems, ERP and accounting software (iDempiere, SAP, Tally), and payment and e-sign providers. We set up each connection once and support it for the life of the contract.
Yes. The interface ships in five languages (English, Hindi, Arabic, Spanish, French) with right-to-left support for Arabic, a per-user currency switcher, and exports to CSV, Excel and PDF from every list.
Yes. We set up a CRM tenant with your pipeline stages, products and team, load a slice of your real data, and let you run your actual sales process before any financial commitment — no upfront fees, no lock-in.
Pricing is per-user-per-month with a one-time implementation fee — no per-module surcharges. Both cloud (SaaS) and on-premise deployment are available. Contact us for a tailored quote and a free proof of concept.
Yes. We migrate leads, accounts/customers, contacts, opportunities, quotations, activities and notes from Salesforce, Zoho CRM, HubSpot, Microsoft Dynamics and spreadsheets, with field mapping and reconciliation reports so nothing is lost.

Turn Every Lead into a Repeat Customer

Let us help you capture every enquiry, forecast honestly and win more repeat business.