🚀 CRM Pro SaaS Engine: Power your commercial growth with isolated database security & dual WhatsApp marketing. Request Demo →
Ultimate Sales & Automation Engine

CRM Pro Software – Rich in Features, Free of Hassle.

CRM Pro offers a robust, feature-rich edition of its flagship CRM software. That's right – powerful tools for lead routing, sales pipeline tracking, dual WhatsApp outreach, and secure isolated cloud database storage, all designed to scale your business.

Built for ambitious teams with big growth targets!
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Active Leads 128
Deals Closed 42
Month Revenue ₹18,45,000
TOTAL TRANSPARENCY

How Free & Secure is "CRM Pro"?

Built from the ground up for zero-trust data isolation, transparent pricing, and instant cloud deployment.

No Hidden Costs

Get full access to essential pipeline tracking, leads, and customer directories out-of-the-box with zero surprise add-on fees.

Isolated Tenant Database

Every company gets a dedicated Postgres schema container. Maximum security with zero cross-tenant data leakage risk.

No Credit Card Needed

Start testing CRM Pro without giving credit card details. Provision your tenant database and evaluate features instantly.

Trusted by Commercial Enterprises, High-Growth Brands & Sales Teams Worldwide
High Performance Operations

How Growing Teams Benefit from CRM Pro

Modern sales requires more than static contact cards. CRM Pro provides an end-to-end commercial system combining real-time lead routing, automated WhatsApp broadcasts, visual pipeline Kanban boards, and mobile GPS visit tracking.

CRM Pro Showcase

Automated Lead Capture

Capture leads automatically from Meta Ads, landing pages, or webhooks. Route leads to sales reps with round-robin rules.

Dual WhatsApp Power

Connect employee WhatsApp via QR code for 1-on-1 chats alongside Meta Cloud WABA for bulk campaign dispatches.

Kanban Pipelines

Drag deal cards across customized sales stages. Forecast expected revenue and monitor closing velocity.

Tax-Compliant Invoices

Convert winning deals into sequential tax invoices (`INV-`) with local GST and TDS deduction calculations.

Engineered for Enterprise

Core Architectural Pillars

Structural pillars that distinguish CRM Pro from basic off-the-shelf SaaS solutions.

Database Isolation

Every registered company receives an isolated database instance. Automatic context routing switches databases at request execution to prevent database leakage and ensure HIPAA & GDPR security compliance.

Dual WhatsApp Integration

Includes Baileys QR Web Link for real-time customer dialogues via employees' mobile sessions, alongside Meta Official WABA Cloud API for large-scale marketing campaign dispatches.

Role-Based Access Control

Four granular pre-seeded system access profiles (Super Admin, Manager, Sales Rep, Viewer) guard endpoints at route level. Terminating users soft-deactivates accounts, preserving historical logs.

System Architecture & Blueprint Guides

Review our technical layouts. Download the Architectural Blueprint and Operational Reference Guide.

Architectural Blueprint Operational Reference Guide

Manage your contacts efficiently

CRM Pro's digital contact engine helps you create, manage, and organize data in a way that drives sales and revenue. You can create connections, log sales activities, add notes, create tasks, qualify leads, view deals, and more with our multipurpose digital contact book. Say goodbye to clunky spreadsheets and move your business onto a more simple and robust solution.

Contact Hub Contact & Leads Management UI

Lead & Contact Management

Build a lasting relationship with your leads and customers, tracking full interaction logs and profiles.

Deal & Pipeline Management

Make the most out of every business opportunity, sign deals on the fly, and drive revenue with ease.

Account & Partner Directory

List all contacts and deals associated with one organization and manage GSTIN tax profiles faster.

300% better conversion rates when a CRM is implemented. Source: Entrepreneur

Engage leads across WhatsApp & Email

Connect with prospects on their preferred messaging channels. CRM Pro natively combines 1-on-1 WhatsApp dialogues using QR synchronization with official Meta WABA Cloud API broadcast campaigns and automated email outreach.

Unified WhatsApp Chat Hub

Synchronize active employee WhatsApp sessions via QR code to manage real-time client chats directly from deals cards.

Meta WABA Bulk Campaigns

Dispatch authorized WhatsApp marketing campaigns at scale using approved Meta Cloud API templates with live delivery tracking.

Segment Email Outreach

Build targeted contact list queries and send personalized outreach emails to nurture leads into closed deals.

WhatsApp Engine WhatsApp & Chat UI Showcase
45% higher open rates achieved through integrated WhatsApp customer dialogues. Source: Business Communications Study

Capture and qualify prospects automatically

Never let a qualified lead slip through the cracks. CRM Pro ingests prospects automatically from Meta Lead Ads, landing page webhooks, Google search forms, and incoming WhatsApp messages, assigning them instantly to sales agents.

Lead Ingestion Lead Generation UI Showcase

Multi-Channel Lead Ingestion

Capture leads automatically from Meta Ads, webhooks, landing page forms, or incoming customer inquiries.

Round-Robin Agent Routing

Distribute new prospects evenly among online sales representatives to ensure fast initial response times.

Referral & Channel Ledgers

Track partner lead introductions and log fixed or percentage commission payouts seamlessly.

80% faster lead response times when round-robin auto routing is enabled. Source: Sales Operations Benchmark

Automate repetitive commercial workflows

Free your sales reps from manual administrative overhead. Automate task creation, follow-up alerts, status transitions, tax invoice generation (`INV-`), and custom data validation rules seamlessly.

Workflow Triggers & Alerts

Set automated notifications and task assignments when deals transition to new pipeline gates.

Automated Tax Invoicing

Convert winning deals into sequential tax invoices (`INV-`) with auto-calculated GST and TDS columns.

Dynamic Custom Fields

Add custom dropdowns, dates, or currency columns to any entity without database schema downtime.

Workflow Engine
TRIGGER: Lead Created or Edited
CONDITION: Lead Score > 50
ACTION: Auto-Assign & Send WhatsApp
12+ Hours saved per sales representative every single week through workflow automation. Source: Productivity Audit Report

Gain real-time visibility into sales performance

Make data-backed decisions using CRM Pro's interactive BI reports and dashboard widgets. Track active deals count, pipeline closing velocity, monthly revenue trends, and employee execution metrics effortlessly.

BI Dashboards BI Analytics UI Showcase

BI Dashboards & KPIs

Monitor active deals, revenue gains, and lead response velocity on interactive real-time visual charts.

Revenue & Forecast Ratios

Predict monthly earnings based on deal pipeline stage probability ratios and deal conversion speeds.

Custom Excel Exports

Compile comprehensive attendance worksheets, sales registers, and travel logs with single-click exports.

2.5x increase in revenue forecasting accuracy when BI analytics are utilized. Source: Enterprise Analytics Insights

Tailor CRM Pro to your exact business workflow

Every industry operates differently. CRM Pro allows complete customization of sales pipeline gates, custom contact fields, quotation numbering prefixes, and granular role permissions to match your organizational structure.

Custom Pipeline Stages

Configure custom Kanban gates for pre-sales, proposals, negotiations, and fulfillment workflows.

Dynamic Form Builder

Extend lead, customer, and catalog forms with specialized dropdowns and custom attributes instantly.

Role-Based Access (RBAC)

Enforce granular permissions for Super Admin, Manager, Sales Rep, Auditor, and Support Agent roles.

Custom Builder Custom Fields UI Showcase
100% adaptable to B2B, SaaS, manufacturing, real estate, and retail sales operations. Source: Architecture Blueprint

Enterprise-grade database isolation & security

Protect corporate data integrity with isolated Postgres database schemas per tenant, route-level endpoint protection, encrypted cloud document storage for tax invoices, and comprehensive audit logs.

Postgres Isolation Multi-Tenant Database Isolation UI Showcase

Multi-Tenant Isolation

Isolated database instance per company ensuring strict HIPAA & GDPR security compliance.

Secure Cloud Vault

Encrypted PDF document storage for generated proposals, tax invoices, and delivery challans.

Soft-Deactivation Logs

Preserves complete historical audit trails even when team user accounts are soft-deactivated.

99.9% uptime SLA backed by isolated tenant database containers. Source: Cloud Infrastructure Metrics

Connect your field operations & third-party tools

Keep mobile field executives synchronized wherever they go. CRM Pro offers Android APK and iOS IPA mobile apps with GPS location verification and camera photo check-ins, combined with flexible REST webhooks.

Android & iOS Companion App

Access leads, deal cards, meeting calendars, and WhatsApp chats on-the-go with native mobile apps.

GPS & Camera Visit Tracking

Require GPS coordinates and front-camera verification photo on task completion for field punches.

Open API & Webhooks

Connect external ERPs, payment gateways, and web landing pages effortlessly using standard REST webhooks.

Open Ecosystem
WhatsApp Business Meta Lead Ads Google Forms Razorpay & Stripe Android & iOS Apps REST Webhooks
100% real-time visibility for mobile sales executives and field operations teams. Source: Operational Reference Guide
Operational Pipeline

Lead-to-Invoice Commercial Lifecycle

Watch deals flow seamlessly from initial lead ingestion to tax billing as you scroll.

1
Step 1 • Ingestion

Capture Lead

Leads flow automatically into the CRM via WhatsApp triggers, web forms, or Meta Lead Ads.

2
Step 2 • Qualify

Qualify Customer

Sales representatives verify customer requirements and assign round-robin agent owners.

3
Step 3 • Pipeline

Create Deal

A Deal card is generated in the pipeline, linking to catalog items to forecast revenues.

4
Step 4 • Quotation

Draft Proposal

Deliver itemized proposals with HSN codes, custom discounts, and auto-computed GST layers.

5
Step 5 • Paid

Invoicing & Paid

Generate sequential tax invoices (`INV-`), process receipts, and issue delivery challans.

Security Controls

Enterprise Security & Dynamic Role Controls

Enforce multi-tenant database boundary locks and granular role permissions across your entire organization.

Manager / Admin

Full Access

Full administrative control to manage sales teams, configure system rules, and monitor financial dashboards.

  • Full Pipeline & Billing Access
  • Manage User Accounts & Roles
  • Tax & GST Configuration

Sales Executive

Field & Deals

Focused on lead nurturing, deal updates, customer WhatsApp chats, and field GPS visit check-ins.

  • Manage Assigned Leads
  • Update Deal Stage Cards
  • Billing Settings Locked

Auditor / Compliance

Read Only

Read-only dashboard access for corporate compliance, financial audits, and check register verification.

  • View Reports & Invoices
  • Editing Rights Disabled
  • Data Exports Locked

Support Rep

Helpdesk

Dedicated access to customer support tickets, live WhatsApp chat dispatches, and campaign logs.

  • Support Ticket Response
  • Send Campaign Outreach
  • System Settings Locked
ISO 27001 & SOC2 Type II Certified Isolated Schema Database Security 2FA & OAuth 2.0 Single Sign-On Immutable Audit Activity Logs
CRM Pro Mobile App Dashboard Showcase
CRM Pro Mobile Companion

Sales Power in Your Pocket

Take your sales pipelines on the road. The CRM Pro Mobile application is optimized for field executives, keeping your schedules synchronized and customer chats open wherever you go.

Calendar Dashboard & Alerts

Never miss a client schedule. Real-time visual alerts and meeting notifications keep field operations organized.

On-the-go Leads & Deals

Create hot prospects and upgrade deal stages immediately after your meeting without needing a laptop.

Integrated WhatsApp & Chat

Follow up via official Meta APIs, initiate client discussions via WhatsApp, or collaborate internally with support agents.

GPS & Camera Visit Tracking

Punch location-verified activities on site. Require location coordinates and a front-camera verification photo on task completion.

Download Android App CRM_Pro_V1.01.apk
Download iOS App CRM_Pro_V1.01.ipa
Got Questions?

Frequently Asked Questions

Everything you need to know about CRM Pro features, security, pricing, and deployment.

CRM Pro provides a fully multi-tenant architecture where every client business operates inside an isolated database instance. Additionally, it natively combines dual WhatsApp messaging (QR web sync + Meta Cloud WABA API), sequential tax invoicing (`INV-`), and mobile GPS attendance logging — all under one unified platform.

When your company logs into CRM Pro, an automated context handler routes all incoming API execution requests to your dedicated Postgres schema. This ensures zero risk of data leakage between companies, satisfying enterprise GDPR and data compliance standards.

Yes! You can link individual employee numbers using the Baileys QR Web Link for 1-on-1 conversations, or configure official Meta WhatsApp Business Cloud API credentials to dispatch bulk marketing campaigns directly from CRM Pro.

No. You do not need to enter credit card details to request a custom demo or provision an evaluation tenant instance.

Yes. CRM Pro includes mobile application support (Android APK & iOS IPA) with built-in location GPS verification and front-camera photo check-in requirements for field operations.

Simply submit the Demo / Inquiry form on this website or contact our team at Shivansh Infotech (`sales@shivanshinfotech.co.in`). Our deployment engineers will provision your dedicated tenant environment and guide your team through setup.
Deploy CRM Pro

Ready to Elevate Your Sales?

Request a personalized demo. Let our engineers provision an isolated database instance matching your corporate requirements.

Isolated Database Security

Your data is secured in its own Postgres database container.

Active WhatsApp Connectivity

Synchronize real-time chats with your leads in minutes.

Contact Shivansh Infotech for a Demo

Email: sales@shivanshinfotech.co.in

Call/WhatsApp: +91 91319 31722

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Empower your sales reps with isolated database privacy, WhatsApp marketing, visual pipelines, and mobile GPS visit tracking.

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