Commercial Sales Suite

CRM 365 Sales Pipeline & Customer Relations ERP

A high-performance customer relationship platform engineered for sales teams to track leads, automate WhatsApp follow-ups, and close more deals.

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Sales Intelligence

Track Deals, Automate Follow-Ups & Maximize Revenue Conversion

CRM 365 brings your entire sales process under one intuitive command center—from first inquiry capture to quote delivery and final agreement signing.

Equipped with interactive drag-and-drop Kanban deal pipelines, direct WhatsApp and SMS customer messaging, automated reminder alerts, and real-time revenue forecast dashboards.

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CRM 365 Enterprise

Visual Kanban stages, direct WhatsApp communications, and one-click quotation dispatch.

Multi-Channel Ready • v4.1

Key Capabilities

Built-In CRM Modules

Everything your commercial sales team needs to manage client interactions, quotes, and revenue growth.

1. Kanban Deal Pipeline

Visual drag-and-drop opportunity board customized to your sales stages (New Inquiry, Qualified, Quote Sent, Won) with real-time value totals.

Drag-and-drop pipeline progression
Stage probability & weighted forecasts

2. WhatsApp & SMS Integration

Chat directly with prospects from within their CRM profile via WhatsApp Business API and SMS with full conversation history preservation.

1-Click WhatsApp customer messaging
Centralized multi-agent chat log

3. Quotation & PDF Builder

Generate branded quotation documents in seconds with itemized product catalogs, tiered pricing, discounts, terms, and direct PDF download.

Professional PDF quote generation
Instant quote-to-invoice conversion

4. Follow-Up Reminders & Tasks

Ensure zero dropped leads with automated follow-up scheduling, calendar reminders, overdue task escalation, and rep activity tracking.

Automated task reminder notifications
Rep activity & call log tracking

5. Rep Analytics & Forecasting

Evaluate individual sales representative win rates, average deal cycle times, lead source ROI, and projected monthly revenue streams.

Sales agent conversion scorecards
Monthly & quarterly revenue projections

6. Multi-Territory & ERP Bridge

Distribute leads by geographic territory or product division, maintain complete customer account history, and sync orders to accounting ERPs.

Territory & branch lead routing rules
Full customer purchase history record

Transparent Pricing

Sales Pipeline & CRM Pricing Tiers

One-time enterprise license ownership with automated WhatsApp follow-ups and conversion forecasting.

Starter Plan

Solo consultants, small sales squads, and direct lead capturing.

One-Time License

Rs. 250,000

Rs. 8,000 / month support

Up to 3 sales representatives
Visual Kanban deal pipeline
Customer contact history & notes
Basic follow-up task calendar
Standard lead conversion report

Get Starter

Growth Plan

Growing sales departments managing high inbound inquiries across channels.

One-Time License

Rs. 350,000

Rs. 10,000 / month support

Up to 8 sales representatives
Multiple pipeline stages & funnels
Quotation builder & PDF dispatch
Automated task & call reminders
Lead source ROI tracking

Get Growth

Business Plan

Commercial sales teams requiring WhatsApp Business chats and revenue forecasting.

One-Time License

Rs. 450,000

Rs. 12,000 / month support

Up to 20 sales representatives
WhatsApp Business & SMS direct chat
Automated lead distribution rules
Revenue forecast & rep scorecards
Priority telephone & remote support

Get Business Plan

Enterprise Plan

Corporate organizations, insurance agencies, and telemarketing operations.

One-Time License

Rs. 650,000

Rs. 20,000 / month support

Unlimited sales representatives
Multi-territory hierarchy & permissions
Custom ERP & telephony VoIP sync
Dedicated encrypted cloud hosting
24/7 dedicated support SLA

Get Enterprise

Industry Fit

Ideal for Your Sales Operations

CRM 365 empowers high-velocity conversion across client-focused industries:

Real Estate, Construction & Property Agents Manage buyer inquiries, site visit bookings, and unit reservation pipelines.

Insurance Brokers & Financial Advisors Policy renewal alerts, policyholder interaction logs, and commission tracking.

B2B Wholesalers, Distributors & Tech Agencies Direct quotation dispatches, multi-channel WhatsApp chats, and repeat deal cycles.

CRM & Pipeline Consultation

Get Started with CRM 365

Experience CRM 365 configured for your real sales pipeline and lead workflows.

Sales Velocity & Deal Conversion

Frequently Asked Questions About CRM 365

Key details about WhatsApp messaging, visual deal pipelines, one-click quotation dispatch, and lead sources.

How does the WhatsApp Business integration work inside CRM 365?

CRM 365 connects directly with official WhatsApp Business APIs. Sales representatives can chat with prospective buyers from within the CRM interface, send pre-approved template quotes, set automated follow-up triggers, and log customer conversation history in one centralized timeline.

Can sales representatives drag-and-drop deals across customized Kanban stages?

Yes. The interactive visual pipeline allows reps to drag deal cards from "New Inquiry" through "Quotation Sent", "Negotiation", to "Won / Contract Signed", calculating real-time deal values and weighted revenue forecasts at each milestone stage.

Does CRM 365 generate professional PDF quotations and invoices?

Yes. The integrated quotation builder allows you to select products or services, configure discounts and taxes, and generate branded PDF estimates with your company letterhead, sending them instantly via email or WhatsApp to client decision-makers.

Can we track individual sales rep performance, conversion rates, and revenue targets?

Yes. The management analytics dashboard provides visibility into key sales KPIs: number of calls logged, quotes dispatched, average deal closing duration, individual rep quotas vs. achievements, and conversion bottlenecks.

Can CRM 365 automatically capture leads from Facebook, websites, and Google Ads?

Yes. CRM 365 includes pre-built webhooks and lead capture forms that automatically convert website contact inquiries, Facebook Lead Ads, and landing page submissions into active CRM lead records and assign them to available sales reps.

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