Manage Your Contacts & Accounts Efficiently
CRM Pro's digital contact engine helps you create, manage, and organize data in a way that drives sales and revenue. Create connections, log calls, add rich notes, qualify leads, and track customer organizations with unified GSTIN records.
Unified Lead & Customer Profiles
Track complete 360-degree interaction logs, past purchases, scheduled appointments, and pending follow-ups in one view.
Company Accounts & Multi-Contact Hierarchy
Group multiple decision-makers under a single company account with GSTIN details, billing addresses, and parent-subsidiary trees.
Custom Tags & Smart Contact Segments
Filter contacts dynamically by tags, annual deal volume, location, or lead source for highly targeted outreach campaigns.
Engage Prospects Across Dual WhatsApp & Email
Connect with prospects on their preferred messaging channels. CRM Pro uniquely combines 1-on-1 WhatsApp dialogues using QR synchronization with official Meta WABA Cloud API broadcast campaigns and automated email drip workflows.
WhatsApp Web QR Sync for Direct Rep Chats
Let sales agents sync their WhatsApp via QR code to send instant messages, PDFs, and voice notes directly from deal cards.
Meta WABA Cloud API Bulk Campaigns
Dispatch authorized mass marketing campaigns at scale using approved Meta Cloud API templates with live delivery tracking.
2-Way Email Synchronization
Send proposals and follow-up emails directly from CRM Pro with automatic open and link-click tracking notifications.
Capture & Qualify Prospects Automatically
Never let an incoming inquiry slip through the cracks. CRM Pro automatically captures leads from Meta Lead Ads, Google Forms, landing page webhooks, and inbound WhatsApp messages, instantly routing them to your reps.
Instant Multi-Channel Ingestion
Plug directly into Facebook & Instagram Lead Ads, Google Forms, Typeform, and REST webhooks in real-time.
Smart Round-Robin Lead Assignment
Distribute new prospects evenly among sales reps based on team availability, geographic zone, and language skills.
Instant WhatsApp Alerts to Reps
Trigger an immediate WhatsApp and browser notification to the assigned sales agent the second a high-value lead submits a form.
Visual Kanban Pipeline & Deal Stage Management
Drag-and-drop deals across customizable pipeline gates. Track deal value, win probability, expected close dates, and stage progression velocity with full accountability.
Drag-and-Drop Kanban Stages
Organize deals into stages: New Inquiry → Qualified → Demo / Meeting → Proposal Sent → Negotiation → Closed Won.
Weighted Pipeline Forecasting
Automatically calculate forecast revenue based on deal size and customizable historical stage win probabilities.
Stagnant Deal Alerts & Decay Timers
Highlight deals that have remained in a stage too long so managers can intervene and revive stalled negotiations.
Automate Repetitive Sales Operations
Free your sales team from administrative overhead. CRM Pro's trigger-based automation engine handles scheduled WhatsApp follow-ups, overdue deal escalations, SLA warnings, and automatic task assignments without coding.
Scheduled WhatsApp & Email Follow-ups
Trigger automated follow-up sequences on Day 1, Day 3, and Day 7 if the client hasn't responded.
SLA Response Escalation Engine
Alert managers instantly if hot leads remain untouched for longer than your team's designated SLA window.
Conditional Status Transitions
Automatically shift leads to 'Negotiation' when a quotation is generated, or 'Closed Won' upon invoice payment confirmation.
1-Click Quotations, Proforma & GST Invoicing
Generate professional, branded PDF quotations and tax-compliant invoices directly from won deals. Auto-calculate CGST, SGST, IGST, and TDS, track payments, and send instant WhatsApp receipt links.
GST & TDS Compliant Invoicing
Generate sequential tax invoices (`INV-`) with auto-calculated HSN/SAC codes, state GST splits, and digital signatures.
Custom Branded PDF Proposals
Export pixel-perfect PDF proposals with company logo, line items, itemized discounts, terms & conditions, and bank QR codes.
Payment Gateways & Overdue Reminders
Integrate Razorpay or Stripe payment links on invoices and automate friendly WhatsApp reminders for pending balances.
Mobile Field Force Management & GPS Tracking
Equip your field sales executives with mobile tools to log client visits, perform GPS check-ins with selfie verification, create on-site quotations, and calculate travel allowances automatically.
Geofenced GPS Check-In & Check-Out
Verify rep on-site visits with tamper-proof GPS coordinates and optional camera photo proof on arrival.
Automated Travel Allowance (TA/DA) Calculation
Calculate daily travel distances between customer locations and generate 1-click reimbursement sheets for accounting.
Offline-Ready PWA Mobile App
Field reps can access leads, schedule visits, and log notes offline with automatic cloud synchronization upon reconnecting.
Real-Time Revenue Metrics & Executive Intelligence
Gain complete visibility into your commercial performance. CRM Pro features interactive executive dashboards tracking pipeline conversion velocity, rep quotas, lead acquisition source ROI, and monthly revenue trends.
Lead Source Attribution & ROI
Identify which advertising channels (Meta, Google Ads, WhatsApp campaigns, Direct Inbound) deliver the highest deal conversion.
Sales Rep Leaderboards & Quotas
Motivate your sales team with live deal closing scoreboards, monthly quota progress, and conversion rankings.
1-Click Excel & PDF Export
Export GST-compliant sales registers, deal pipeline logs, and attendance summaries directly into Microsoft Excel and PDF.
Field Sales Mobile App & On-the-Go CRM
Equip your field sales teams with mobile-first lead updates, GPS-verified client check-ins, 1-tap WhatsApp outreach, and on-site quotation drafting.
GPS Geotag Check-in & Photo Proof
Punch location-verified client visit attendance. Capture real-time GPS coordinates and camera photo verification on meeting completion.
Mobile Deals & Kanban Pipeline
Swipe deals across sales stages, update deal value, modify close dates, link product catalog items, and view win-probability metrics.
1-Tap WhatsApp & Call Logging
Send pre-approved Meta WhatsApp templates, initiate phone calls with 1-tap, and automatically log interactions directly into the lead timeline.
On-Site GST Quotations & Invoices
Create itemized PDF quotations and sequential tax invoices with HSN/SAC codes and GST multi-slabs right from your smartphone.