CRM Software India

B2B Sales CRM Software Built for Multi-Source Leads & Automated Follow-Ups

Never lose a lead again. Capture inquiries instantly from WhatsApp, IndiaMART, Facebook Ads, and web forms with automated sales rep assignment and deal pipeline visibility.

360° Customer View
Smart Automation
Pipeline Control
Live Insights
CRM dashboard showing sales pipeline and lead management

Flagship Customers

The brands that trust iNextERP

A curated selection of our marquee customers across retail verticals.

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paridhan

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464

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WhatsApp Automation
IndiaMART & Meta Ads Lead Sync
Dynamic Lead Scoring
Native Android/iOS Mobile CRM

Smart Workflow —
Lead to Loyalty,
Simplified.

Everything You Need.
Right Where You Need It.

Navigate seamlessly through the platform. Click below to explore features.

Dashboard Overview

Export
Create New

See open deals, won deals, and total revenue for the month at a glance. Your command center for daily sales operations.

Total Leads
2,45,860
Open Deals
120
Monthly Rev.
₹2.48Cr
Activity Status
Recent Actions
Updated Deal Stage10m ago
Meeting Logged1h ago
Email Sent2h ago

Powerful CRM Features

Lead Scoring

Score leads automatically based on engagement and fit, focusing on high-potential opportunities.

85
Lead Score
High Quality

Communication

Track emails sent, opened, replied, and meetings booked — logged automatically.

Emails Sent2,450
Emails Opened1,250
Replies320
Meetings85

Sales Forecasting

Predict expected revenue based on live pipeline stages and historical win rates.

Expected Revenue
₹ 2.48 Cr
↑ 19.3%

Workflow Automation

Automate repetitive steps like task assignments and welcome emails instantly.

When Lead Created
Assign Task
Send Email
Add to Pipeline

Reports & Dashboards

Real-time win rate, pipeline value, and conversion metrics viewable across teams.

Win Rate
56.7%
↑ 22.2%

Mobile CRM

Manage leads, deals, and follow-ups on the go with the native mobile app.

Stay productive.
App Store
Google Play

WhatsApp & Call Log Automation

Send automated WhatsApp templates on lead assignment, quote creation, and deal updates, while logging call duration and notes from the mobile app.

Lead Assigned → WhatsApp Sent
Quote Created → WhatsApp Sent
Call Logged — 4m 32s

Lead Capture & Distribution Engine

Auto-fetch leads from IndiaMART, TradeIndia, Facebook/Instagram Ads, Google Ads, and website forms into one central inbox using round-robin distribution rules.

IndiaMARTTradeIndiaMeta AdsGoogle AdsWeb Forms

Sales Pipeline &
Deal Management

Track every deal by stage — New Lead, Qualified, Proposal, Negotiation, Won — with percentage-of-pipeline visibility at each step. See open deals, won deals, and total revenue for the month at a glance from the dashboard.

Total Leads
2,45,860
Open Deals
120
Won Deals
68
Revenue This Month
₹ 2,48,75,000
Live Pipeline Stages
New Lead30 Deals (25%)
Qualified36 Deals (30%)
Proposal24 Deals (20%)
Negotiation18 Deals (15%)
Won12 Deals (10%)

Industry Use Cases

Adaptable and powerful CRM solutions tailored to your specific business model.

B2B Sales Teams

Track long sales cycles with multiple stakeholders, using deal-stage automation and follow-up reminders so no opportunity goes cold.

Distribution & Wholesale

Manage dealer and distributor relationships, track order history per account, and automate re-order follow-ups.

Service-Based Businesses

Track service inquiries as leads, convert to deals, and manage the full quote-to-close cycle with task reminders for follow-ups.

Before iNextERP CRM vs. After

frustrated sales rep managing leads in spreadsheets
Before iNextERP CRM
  • Leads lost in spreadsheets
  • No clear follow-ups
  • Scattered communication
  • Low conversion rates
  • No visibility on pipeline
  • Manual, time-consuming tasks
happy sales rep using CRM software for pipeline management
After iNextERP CRM
  • All leads in one place
  • Timely follow-ups
  • Unified communication
  • Higher conversion rates
  • Complete pipeline visibility
  • Automated & efficient workflows
Conversion
↑ 32.6%
Deal Won
↑ 28.4%
Revenue
↑ 45.8%
Productivity
↑ 40.2%

Connect your sales seamlessly. iNextERP CRM integrates directly with our HRM and works flawlessly with native Integrations.

FAQ

Frequently Asked Questions

Stronger Relationships.
Higher Conversions.

Join 500+ businesses that trust iNextERP CRM to grow sales and build lasting customer relationships.

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