CRM & Sales Automation
Never Lose a Lead. Never Miss a Follow-Up. Grow Sales with Visibility.
Lead-to-customer CRM for enquiry capture, assignment, follow-up, pipeline management, quotation, sales activity, reminders and performance dashboards.
About CRM & Sales Automation
Problems We Solve
Common pain points this software eliminates from your operations
Leads Lost Across Channels
Enquiries from calls, websites, email and referrals are not captured in one reliable list.
Missed Sales Follow-Ups
Representatives depend on personal diaries and memory for next actions.
Unclear Lead Ownership
Management cannot easily see who owns an enquiry or why it is delayed.
Inconsistent Sales Process
Different representatives follow different stages, qualification rules and quotation methods.
Limited Customer History
Conversations, meetings, proposals and decisions are scattered across messages and files.
Weak Sales Forecast Visibility
Management lacks a reliable view of pipeline value, stage, probability and expected closure.
Key Benefits
What your business gains after going live
No Lead Leakage
Central capture ensures enquiries remain visible and assigned.
Timely Follow-Up
Tasks and reminders reduce missed customer actions.
Clear Sales Ownership
Assignment and status show responsibility.
Consistent Pipeline
Defined stages improve team process quality.
Complete Customer Context
Activities and documents remain in one timeline.
Faster Quotations
Templates and approval workflows reduce proposal delays.
Better Sales Forecasting
Pipeline dashboards improve revenue visibility.
Improved Team Performance
Activity and conversion reports support coaching.
Main Features
Everything included in CRM & Sales Automation
- Lead Capture & Assignment
- Follow-Up & Activity Management
- Pipeline & Opportunity Management
- Quotation & Customer Management
- Automation & Sales Analytics
Product Modules
Functional modules included or available with this product
Lead Capture & Assignment
Collect and distribute enquiries using defined rules.
- Manual Lead Entry
- Website Lead Capture
- Source Tracking
- Territory Assignment
- Salesperson Assignment
- Duplicate Check
- Lead History
Follow-Up & Activity Management
Plan and record every customer interaction.
- Call Log
- Meeting Record
- Task
- Next Follow-Up
- Reminder
- Activity Timeline
- Overdue Activity
Pipeline & Opportunity Management
Qualify and progress sales opportunities consistently.
- Qualification
- Sales Stage
- Expected Value
- Probability
- Expected Close Date
- Competitor Note
- Win or Loss Reason
Quotation & Customer Management
Connect proposals and customer information with the sales process.
- Customer Profile
- Contact Persons
- Requirement Notes
- Quotation
- Revision History
- Document Attachment
- Approval Status
Automation & Sales Analytics
Improve execution and management visibility.
- Email Template
- Notification Rule
- Sales Dashboard
- Conversion Report
- Source Analysis
- Representative Performance
- Forecast Report
Security & Access Control
- Role-Based User Access
- Approval and Activity Audit History
- Controlled Master and Transaction Changes
- Secure Authentication and Sessions
- Correction and Reversal Controls
- Scheduled Backup and Recovery
Implementation Process
Sales Requirement Discovery
Confirm business requirements, stakeholders, scope and expected outcomes.
Lead Source Mapping
Map current activities, dependencies, controls and exceptions with process owners.
Pipeline and Stage Design
Design the agreed solution structure, responsibilities, approvals and reports.
Role and Territory Setup
Configure organizational structures, masters, roles and operating rules.
Customer Data Preparation
Prepare, clean and validate the information required for system setup.
CRM Configuration
Configure forms, workflows, alerts, dashboards and document outputs.
Email and Website Integration
Migrate approved data and connect agreed external systems or devices.
User Acceptance Testing
Test normal, exception, approval, correction and reporting scenarios.
Sales Team Training
Train role-based users and complete controlled cutover preparation.
Go-Live and Adoption Review
Launch the solution, monitor adoption and resolve stabilization observations.
Plans & Pricing
Transparent pricing. No hidden charges.
Pricing depends on users, modules, locations, and customization requirements.
Get a QuoteFrequently Asked Questions
Ready to improve your operations with CRM & Sales Automation?
Share your current process, users, locations and integration needs. GRPTechs will prepare a focused demonstration and requirement-based proposal.