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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.

CRM 365 Logo 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. 110,000
Rs. 8,000 / yr support
  • Up to 3 sales representatives
  • Visual Kanban deal pipeline
  • Customer contact history & notes
  • Basic follow-up task calendar
  • Standard lead conversion report

Growth Plan

Growing sales departments managing high inbound inquiries across channels.

One-Time License
Rs. 150,000
Rs. 10,000 / yr support
  • Up to 8 sales representatives
  • Multiple pipeline stages & funnels
  • Quotation builder & PDF dispatch
  • Automated task & call reminders
  • Lead source ROI tracking

Enterprise Plan

Corporate organizations, insurance agencies, and telemarketing operations.

One-Time License
Rs. 350,000
Rs. 20,000 / yr support
  • Unlimited sales representatives
  • Multi-territory hierarchy & permissions
  • Custom ERP & telephony VoIP sync
  • Dedicated encrypted cloud hosting
  • 24/7 dedicated support SLA
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.
Direct Demo Request

Schedule a Live CRM 365 Demo

Experience CRM 365 with your real sales pipeline and lead stages in a personalized walkthrough.