CRM & Sales ERP Software
Convert More Leads into Customers with Intelligent CRM & Sales Management
Accelerate your sales growth with udyogERP CRM & Sales. Manage leads, quotations, customer interactions, sales orders, follow-ups, and customer relationships from one integrated ERP platform.
Build Strong Customer Relationships & Drive Sales Growth
udyogERP CRM & Sales is designed to help businesses manage the complete sales lifecycle — from capturing leads and tracking opportunities to generating quotations, converting sales orders, and maintaining long-term customer relationships. With all customer information centralized in one system, your sales team can respond faster, close deals more efficiently, and deliver an exceptional customer experience.
Integrated with Inventory, Production Planning, Purchase, Finance, and Service Management, the CRM & Sales module ensures smooth order processing, accurate inventory visibility, and seamless financial integration.
CRM & Sales at a glance
- Lead capture and pipeline visibility
- Quotations and sales order workflows
- Customer history in one shared record
- Better follow-up and sales accountability
- Sales reports linked to operations
From Scattered Operations to One Connected System
Disconnected Data
Spreadsheets, notebooks and isolated tools keep operational records scattered.
Manual Coordination
Follow-ups, status updates and team approvals are difficult to track consistently.
Operational Discrepancies
Untracked movements, separate entries and manual errors slow down workflow.
Single Live Platform
All module data, transactions, and status updates stay connected in real time.
Automated Execution
Team workflows, approvals, and dispatches flow smoothly without manual friction.
Connected Accounting
Module activity automatically feeds into financial ledgers and GST invoicing.
Complete Visibility
Live dashboards and reports keep metrics visible to leadership at all times.
Key Features
Everything your sales team needs to move an enquiry from first contact to confirmed order.
Capture leads from websites, inquiries, emails, phone calls, exhibitions, and marketing campaigns. Assign leads to sales representatives and track every interaction until conversion.
Maintain complete customer profiles including contact information, communication history, quotations, purchase history, support requests, and payment records.
Track sales opportunities through every stage of the sales pipeline, monitor deal progress, estimate revenue, and improve conversion rates.
Create professional quotations quickly with pricing, taxes, discounts, product details, and terms. Convert approved quotations directly into sales orders.
Generate and manage sales orders with real-time inventory availability, delivery schedules, production planning, and order tracking.
Schedule calls, meetings, emails, reminders, and follow-up tasks to ensure no sales opportunity is missed.
Maintain a complete record of customer communications including emails, calls, meeting notes, and follow-up activities.
Assign territories, monitor sales performance, manage targets, commissions, and track individual or team productivity.
View customer orders, outstanding payments, purchase history, support requests, and communication records from a single dashboard.
Monitor sales trends, conversion rates, revenue forecasts, pipeline performance, and customer acquisition using real-time dashboards and reports.
Advanced CRM & Sales Capabilities
Deeper controls for larger sales teams working across territories and long deal cycles.
Built for Your Operations
Our CRM & Sales ERP Software is ideal for:
Generate comprehensive CRM & Sales reports including:
Why Choose udyogERP CRM & Sales?
Frequently Asked Questions
Related Modules
Explore more ways udyogERP supports your business.
Inventory Management
Real-time stock tracking, multi-warehouse support, automated replenishment, and batch or serial number tracking.
Learn moreHR & Payroll
Employee records, attendance, leave, payroll processing, and statutory compliance made simple.
Learn moreAccounting & GST
Invoices, expenses, GST filing support, financial reports, and accounts payable/receivable.
Learn more