✓ Record enquiry sources, expected closure dates, and follow-up history.
✓ Automatic reminders for pending follow-ups via SMS, WhatsApp, or email.
✓ Visual enquiry dashboard to track performance and conversion rates.

✓ Integrated payment tracking with past due reminders and outstanding summaries.
✓ Consolidated follow-up view for all pending customer payments in a single screen.
✓ Auto-reminders to executives and customers to speed up collections.

✓ Person-wise, product-wise, and region-wise enquiry and sales reports.
✓ Customer-wise outstanding and purchase history reports.
✓ "Most Enquired" product report to plan marketing and inventory strategies.

✓ Record job cards, material inward details, and complaints from customers.
✓ Generate and approve estimates with direct link to service invoicing.
✓ Real-time tracking of service status, material usage, and completion process.

✓ Access CRM features on the go through the mobile app for instant updates.
✓ Check-in/check-out at customer visits, record meeting notes, and upload photos/documents directly from mobile.
✓ Data syncs instantly with the web portal and TallyPrime.

✓ Allocate rights based on user roles for better security and control.
✓ Manage debtor group allocation, item group allocation, and entry permissions.
✓ Admin dashboard for performance monitoring and target setting.

✓ Direct entry for sales orders and invoices from the web portal.
✓ Receipt collection entry integrated with customer ledgers in TallyPrime.
✓ Statement sharing via WhatsApp, Email, or SMS.