CRM software for small business: turn every enquiry into a customer, and keep them
Leads from your website, calls and visits go into a pipeline; follow-ups remind you; a lead becomes a quotation with its customer filled in; and loyalty, renewals and care keep customers coming back.
Every screen in CRM
These are the actual screens in the CRM menu of DesiERP.
Every enquiry, from every source.
A form for your website.
Today’s calls and visits.
Calls, visits, messages and notes.
Drag deals across your stages.
Quotation to order, invoice and cash.
AMCs and contracts due.
Check-in, support and renewal calls.
Points for repeat buyers.
Collected and shown on a public review wall.
Pipeline and follow-ups at a glance.
The problems CRM solves
If any of these happen in your business every week, DesiERP was built for you.
Enquiries lost in phone calls and WhatsApp chats
Follow-ups that depend on someone’s memory
Quotations typed again after the deal is agreed
No idea which salesperson brings in business
Customers who stop buying without anyone noticing
See CRM at work
Pick a feature to see the screen behind it.
Leads from everywhere
Capture leads from a form on your website, from calls and walk-ins, or enter them by hand; assign them to salespeople and never lose an enquiry.
- Web lead forms
- Leads entered by hand
- Assignment to salespeople
- Source tracking
Pipelines you design
Name your own stages, move deals along as they progress, and see the value at every stage — with as many pipelines as you need.
- Stages you name
- Deal values by stage
- Several pipelines
- Lost reasons recorded
Follow-ups that happen
Log calls, visits, WhatsApp messages and emails, schedule the next follow-up, and see what is due today on the CRM dashboard and Follow-ups list.
- Activities and notes
- Next follow-up dates
- Today’s follow-ups
- Quotation follow-ups
Loyalty, renewals and customer care
Reward repeat buyers with loyalty points, look after customers with customer care and testimonials, and never miss an AMC or contract renewal.
- Loyalty points
- Renewal reminders
- Customer care and testimonials
All of CRM, at a glance
Every one of these is included — no editions, no add-ons.
Up and running in four steps
Capture
Leads from your website, calls and visits.
Follow up
Activities and reminders.
Win
Quotation from the deal, then the invoice.
Keep
Loyalty, renewals and care.
CRM reports
Filter, search and download most reports to Excel, CSV or PDF.
Works hand in hand with the rest of DesiERP
One app, one set of data — so nothing is typed twice.
CRM is included in every plan
All nine modules for ₹10 a day per login — up to 15% less on longer recharges.
Questions about CRM
Can I capture leads from my website?
Yes. Create a lead form and link it from your website or share its QR code; enquiries arrive in DesiERP.
Can I have more than one pipeline?
Yes, with your own stages in each.
Does a won deal become a quotation?
Yes. A quotation raised from a lead opens with the customer filled in; add the items and save.
Can I run a loyalty programme?
Yes. Customers earn points on purchases under the rules you set.
More from DesiERP
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