CRM & Sales Module

Complete sales and customer relationship management — lead pipeline, customer profiles, quotations, and follow-ups. Conversion rate badhayein, customers ko khush rakhein.

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CRM Software India - LaxmiSoft ERP Sales Management

Sub-Modules & Features

Everything you need to manage sales and build customer relationships.

Leads & Opportunities

  • Lead capture from multiple sources
  • Pipeline management (visual)
  • Conversion tracking
  • Lead scoring & segmentation

Contacts & Customers

  • 360-degree customer profiles
  • Interaction history
  • Tags & custom fields
  • Customer segmentation

Quotations & Proposals

  • Create quotes in seconds
  • Send with one click
  • Track acceptance rates
  • Convert to orders

Sales Orders

  • Order processing workflow
  • Approval workflows
  • Status tracking
  • Invoice generation

Follow-ups & Tasks

  • Automated reminders
  • Call logs & notes
  • Meeting scheduler
  • Activity tracking

Customer Portal

  • Self-service access
  • View orders & invoices
  • Raise support tickets
  • Payment history

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