Multi-Vertical CRM Platform

One Platform. Four Industry Verticals.

CRM Pro powers Sales, Real Estate, Healthcare & Custom industry operations — all with isolated database security, dual WhatsApp marketing, mobile GPS tracking, and vertical-specific workflows.

Built for ambitious teams across every industry!
Sign Up / Request Demo Explore Verticals
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 strict data isolation and privacy.

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
Industry Verticals

Built for Your Industry

CRM Pro delivers tailored workflows, modules, and pipelines designed specifically for each vertical — not a generic one-size-fits-all tool.

Swipe to explore verticals
Sales CRM

Sales Automation CRM

End-to-end lead management, deal pipelines, WhatsApp outreach, and invoice generation for sales-driven businesses.

  • Lead-to-Invoice Pipeline
  • Dual WhatsApp Outreach
  • Kanban Deal Boards
  • GPS Field Visit Tracking
  • GST/TDS Invoicing
Explore Sales CRM
Real Estate CRM

Real Estate CRM

From inquiry to possession — manage property listings, site visits, broker portals, unit inventory, and KYC documentation.

  • Property Listings Catalog
  • GPS Site Visit Tracking
  • Channel Partner Portal
  • Token & Booking Management
  • KYC Document Vault
Explore Real Estate CRM
Healthcare CRM

Healthcare CRM

Digital patient management, appointment scheduling, doctor workflows, prescription builder, and clinical billing.

  • Patient Registry & Appointments
  • Doctor Schedule Management
  • Prescription Builder
  • Encrypted Medical Data Isolation
  • OPD/IPD Management
Explore Healthcare CRM
Custom CRM

Custom Industry CRM

Fully configurable CRM with custom entities, pipeline stages, role designer, white-label branding, and a dedicated implementation team.

  • Custom Entity Builder
  • Configurable Pipeline Stages
  • White-Label Branding
  • API & Webhook Integrations
  • Dedicated Impl. Team
Explore Custom CRM

Not sure which vertical fits your business?

Talk to an Expert Compare Pricing
Sales Modules

Sales CRM Module Suite

Everything your high-velocity sales team needs — from multi-channel lead acquisition to automated deal closure and billing.

Lead & Deal Pipeline

Capture leads from web forms, WhatsApp, and Meta Ads. Move deals through customizable Kanban pipeline stages with automated win probability.

Dual WhatsApp Outreach

Run 1-on-1 chats via QR web synchronization or dispatch authorized bulk marketing campaigns via official Meta WABA Cloud API.

Visual Workflow Automation

Automate lead assignments, follow-up reminders, SLA escalations, and status transitions with zero-code trigger & action builders.

Quotations & Invoicing

Generate professional GST-compliant PDF quotations and invoices in 1-click with payment gateway integration and auto-reminders.

Field Force & GPS Tracking

Real-time GPS check-in/check-out, client meeting verification, automated travel allowance calculation, and offline sync.

Sales Analytics & Forecasting

Real-time executive dashboards, rep leaderboards, pipeline conversion velocity, revenue forecasts, and custom exportable reports.

View Full Module Details See Sales Pricing
Real Estate Modules

Real Estate CRM Module Suite

Everything your real estate agency or builder needs — from inquiry tracking to possession documentation.

Property Listings

Manage unit inventory, project listings, flat/villa catalog with pricing, availability, and media gallery.

Site Visit Management

Schedule buyer site visits with GPS check-in, driver/agent assignment, feedback collection, and auto-reminders.

Channel Partner Network

Manage broker/CP registrations, tiered commissions, lead tagging protection, and automated payout tracking.

Booking & Payment Schedules

Unit blocking, dynamic payment plans (construction-linked, time-linked), receipt generation, and demand letters.

Dynamic Pricing Engine

Floor-rise charges, PLC rates, car park pricing, GST calculation, and customizable quotation generator.

RERA Compliance Tracking

Maintain audit-ready project records, customer documentation, allotment letters, and milestone-linked disclosures.

View Full Module DetailsSee Real Estate Pricing
Healthcare Modules

Healthcare CRM Module Suite

Healthcare organization profiles, doctor engagement, field representative visits, and medical billing — built on an isolated database.

Organization & Doctor Hub

Maintain profiles for hospitals, clinics, labs, doctors, administrators, and procurement heads with contact autosuggest.

Lead Capture & Pipeline

Ingest healthcare enquiries from web forms, campaigns, and doctor referrals. Progress deals through configurable stages.

Doctor & Account 360°

Single-pane view of medical contacts, opportunities, field visits, past meetings, quotations, invoices, and communication history.

Field Visit Geotagging

Track medical rep visits to clinics and hospitals with GPS coordinates, meeting outcomes, and photo verification attachments.

Quotations & GST Invoicing

Draft customer-specific medical equipment or package quotations with approval workflows, GST billing, and payment tracking.

WhatsApp & Campaign Outreach

Run targeted healthcare campaigns, dispatch WhatsApp service alerts, and schedule follow-ups on an interactive calendar.

View Full Module DetailsSee Healthcare Pricing
Custom CRM Modules

Build Your Own CRM Module Stack

Configure every aspect of your CRM — entities, stages, fields, roles, and automations — to match your unique business flow.

Custom Entity Builder

Create any entity — Jobs, Assets, Cases, Properties, Patients — with custom field types and relationships.

Custom Pipeline Stages

Define unlimited custom pipeline stages with status rules, automation triggers, and conditional routing.

Role & Permission Designer

Design granular permissions per entity down to field level — view, create, edit, delete, export controls.

REST API & Webhooks

Full CRUD REST API endpoints for every custom entity with secure API keys, rate limiting, and webhook events.

White-Label Branding

Custom domain, your logo, branded email templates, custom login screen, and custom CSS stylesheets.

Dedicated Implementation

A solutions architect works with your team to configure workflows, import existing data, and train your staff.

View Full Module DetailsSee Custom CRM Pricing
Vertical Workflow Pipelines

Industry-Specific CRM Lifecycle Flows

Each vertical has a tailored pipeline — select yours to see how CRM Pro maps your exact operational flow.

1
Step 1 • Ingestion

Capture Lead

Leads flow automatically into the CRM via WhatsApp triggers, web forms, QR campaigns, or Meta Lead Ads with zero manual entry.

2
Step 2 • Qualify

Qualify & Assign

Sales representatives evaluate BANT criteria and auto-assign ownership via round-robin rules with instant mobile alerts.

3
Step 3 • Pipeline

Kanban Deal Stages

Drag-and-drop deals across custom sales stages, attach product catalog line items, forecast revenue, and log call histories.

4
Step 4 • Quotation

Draft Proposal

Deliver itemized PDF proposals with HSN/SAC codes, tiered volume discounts, and automatic multi-slab GST tax layers.

5
Step 5 • Paid

Invoice & Delivery

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

1
Step 1 • Inquiry

Capture Inquiries

Ingest buyer leads from Magicbricks, 99acres, Facebook Ads, and property site walk-ins with auto-tagging of budget and project.

2
Step 2 • Site Visit

Schedule Site Visit

Assign site executives with GPS check-in verification, send automated WhatsApp cab directions, and record buyer feedback.

3
Step 3 • Unit Lock

Unit Selection & Lock

Browse live floor inventory, lock available tower units/plots, compute customized payment plans, and tag broker commissions.

4
Step 4 • Booking

Token & KYC Vault

Collect advance token payments, verify buyer Aadhaar/PAN/KYC documents, and generate digital builder-buyer agreements.

5
Step 5 • Possession

Disbursement & Handover

Track bank loan disbursements across construction milestones, manage final dues, and issue official possession handover letters.

1
Step 1 • Ingestion

Capture & Qualify

Ingest healthcare accounts and enquiries from web forms, campaigns, and doctor networking with smart contact autosuggest.

2
Step 2 • Field Visit

GPS Clinic Visit

Schedule doctor and hospital meetings with GPS location verification, photo attachments, and visit outcome logging.

3
Step 3 • Account 360°

Account 360° & Proposal

Access doctor specializations, past interaction timelines, and draft itemized medical equipment or diagnostic quotations.

4
Step 4 • Approval

Commercial Approval

Route proposals through multi-tier sign-off workflows, attach signed MOUs, and transition deals to Won.

5
Step 5 • Invoicing

GST Invoice & Alerts

Issue GST healthcare invoices, track payment milestones, and trigger automated follow-up reminders via WhatsApp.

1
Step 1 • Schema Intake

Dynamic Intake

Custom entity intake via dynamic forms, webhook APIs, or batch CSV uploads mapped to your specific industry table schemas.

2
Step 2 • Automation

Routing & Validation

Execute custom validation rules, compute formula fields, deduplicate records, and auto-route to designated operational tiers.

3
Step 3 • Processing

Custom Pipeline

Track records across custom milestone stages with SLA timers, checklist enforcement, and automated task assignments.

4
Step 4 • Approvals

Multi-Tier Sign-Off

Trigger role-based hierarchical approvals (L1/L2/Director), record tamper-evident audit logs, and dispatch alert webhooks.

5
Step 5 • Completion

ERP Sync & Analytics

Bi-directional sync with legacy ERP/SAP/Tally databases, generate executive BI reports, and archive finalized audit records.

Security Architecture & Access Governance

Enterprise Security & Dynamic Role Controls

Enforce multi-tenant database boundary locks, granular role-based permissions (RBAC), and immutable audit logs across any industry vertical.

Executive / Admin

Full Governance

Complete administrative control to provision vertical modules, configure company-wide security policies, and manage organizational hierarchies.

  • Multi-Branch & Entity Configuration
  • User Provisioning & 2FA Enforcement
  • Cross-Department BI Dashboards

Operations Manager

Team & Pipeline

Departmental lead authority (Sales, Real Estate, Clinic OPD, or Custom Flow) to route assignments, approve multi-tier requests, and monitor team velocity.

  • Automated Assignment Routing Rules
  • Multi-Tier Request Sign-Offs
  • Team Activity & SLA Tracking

Frontline Specialist

Assigned Records

Operational reps, property consultants, or clinical specialists restricted strictly to their assigned leads, patients, or project units.

  • Manage Assigned Records & Chats
  • Mobile GPS Check-In & Task Logs
  • Global Data Exporting Blocked

Compliance & Auditor

Read-Only Audit

Independent inspection access for financial audits, patient medical data privacy, RERA real estate governance, and tax authorities.

  • Immutable Audit Activity Logs
  • Tax, GST & Ledger Verification
  • Record Alteration & Edit Disabled

Multi-Tenant Isolation

Separate cryptographic tenant boundary prevents cross-organization data leakage across all verticals.

Field-Level Data Masking

Mask sensitive customer PII, patient diagnosis, PAN/Aadhaar numbers, and pricing margins based on role.

2FA & SSO Identity

Enforce biometric 2FA, OTP verification, and enterprise Google/Microsoft OAuth 2.0 Single Sign-On.

Immutable Audit Trail

Every login, deal stage change, medical view, and invoice generation is cryptographically timestamped.

Enterprise-Grade Security Architecture Isolated Tenant Database Context Encrypted Patient & Medical Records Secure Property & KYC Vault 256-bit AES Data Encryption
CRM Pro Mobile App Dashboard Showcase
Universal Mobile Companion

Commercial Power in Your Pocket

Empower your field workforce across sales, real estate, and clinical operations. CRM Pro Mobile is engineered for high performance on-the-go — keeping leads updated, schedules synchronized, and client communications responsive.

Schedule & Push Alerts

Never miss meetings, site visits, or clinical appointments with real-time push alerts.

On-The-Go Lead Pipeline

Create leads, update stage progressions, and manage customer records without a laptop.

Dual WhatsApp & 1-Tap Call

Trigger verified WhatsApp templates, initiate customer calls, and auto-log conversation history.

GPS Geotag & Camera Proof

Punch location-verified attendance, log client meetings, and upload photo visit proof on site.

Download Android CRM_Pro_V1.01.apk
Download iOS 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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