Sales & CRM
CRM — Turn Every Inquiry into a Confirmed Order
CRM links inquiries, leads, follow-ups, quotations, proforma invoices, sales orders and payments in one workflow — with GST-ready documents, IndiaMART and TradeIndia lead sync, and role-based access.
Key Features
Everything You Need to Close More Sales
Inquiries & leads
Capture every inquiry from marketplaces, email, phone and WhatsApp in one list, with an owner, status and due follow-up.
Quotations & sales documents
Create GST-ready quotations with numbered revisions (R1, R2, R3), then convert them to proforma invoices and sales orders.
Call tracking with Callyzer
Log team calls, missed calls and call remarks against each lead so no follow-up slips through.
Customer 360
See every document, call and activity for a customer in a single view.
Integrations & automation
Sync leads from IndiaMART, TradeIndia, Meta, Google and LinkedIn lead forms and webhooks, and automate approvals with rules.
Dashboards & reports
Live numbers for owners and managers — invoiced, collected, outstanding and overdue — without waiting for month-end.
How It Works
CRM Sales Workflow
Capture
Inquiries arrive from IndiaMART, TradeIndia, lead ads, phone and email and become leads with an owner.
Quote
Quotations and revisions are created from the lead, with GST-ready PDFs.
Convert
Accepted quotes become proforma invoices and sales orders without retyping details.
Collect
Invoices and payments are tracked so outstanding and overdue amounts are always visible.
Benefits
Why Choose CRM
- Every inquiry lands in one list with an owner and status
- Due and overdue follow-ups visible to the whole team
- Quote revisions numbered and kept on record
- Invoiced, collected and overdue amounts in real time
Who Should Use It
Built For
- Indian SMEs, manufacturers and traders
- Sales teams handling IndiaMART and TradeIndia inquiries
- Businesses running several companies or branches under one login
- Owners who want live sales and collection numbers
Related Modules
Works Seamlessly With
Inventory Management
Track consumables, equipment and general hospital stock across departments and warehouses, separate from pharmacy inventory, with clear vendor and consumption records.
MIS & Analytics
See how your hospital is performing right now — revenue, occupancy, OPD volume and department activity — without waiting for someone to compile a report.
Nursing Management
Give nursing staff a clear, patient-by-patient worklist covering vitals, medication schedules and nursing notes, tied directly to each IPD admission.
Billing & Accounts
Bill consultations, lab tests, pharmacy sales and IPD stays from one consolidated invoice, with clear visibility into payments, dues and daily collections.
CRM FAQs
CRM covers the full sales cycle from inquiry and lead to quotation, proforma invoice, sales order and payment, along with products, expenses, HRMS, reports, automation and multi-organization support.
Ready to See CRM in Action?
Get a live walkthrough of CRM mapped to your sales process, or explore pricing and plans on ncrm.co.in.