Products / Sales CRM
Live · B2B sales teams, agencies

Sales CRM

Pipeline discipline without the spreadsheet.

Every lead owned, scored and followed up on a schedule. Built for teams whose deals currently live in one person's head and a workbook nobody else opens.

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At a glance
Best for B2B teams, agencies
Modules 5 core
Pairs with Study CRM, ERP
Interface Bangla & English
The problem

Where deals actually go missing.

Leads sit unassigned because nobody owns the inbox they arrive in.
Follow-ups happen when someone remembers, which is not a system.
Quotations are rebuilt from scratch each time, with inconsistent pricing.
Forecasts are guesses, because stage definitions differ between salespeople.
After deployment

What changes when the pipeline is shared.

Every lead has an owner and a next action with a date.
Follow-up sequences run whether or not anyone remembers.
Quotations generated from a controlled price list.
A forecast built on stages everyone defines the same way.
Modules

What is inside Sales CRM.

Every module is included on the Business plan. Starter takes the core; Enterprise adds custom modules on the same platform.

01
Pipeline & deal stages
Stages defined once for the whole team, with value, probability and age visible on every deal.
02
Lead scoring & routing
Score against your own criteria and route by territory, product or round-robin with a first-contact SLA.
03
Quotations & proposals
Generated from a controlled price list, version-tracked, and attached to the deal record.
04
Follow-up automation
Sequenced email and SMS follow-ups that continue whether or not the salesperson remembers.
05
Call & meeting logs
Activity recorded against the deal, so a handover does not lose the history.
A day on the system

From first enquiry to closed deal.

The path a real record takes, in the order your staff actually work.

01
Lead arrives
Captured from web, campaign or call, scored against your criteria.
02
Routed
Assigned by territory, product or round-robin, with an SLA on first contact.
03
Worked
Calls and meetings logged against the deal, not in personal notebooks.
04
Quoted
Proposal generated from the controlled price list and version-tracked.
05
Closed
Won or lost with a recorded reason that feeds the next forecast.
Integrations

What it connects to.

Integrations already built and running with clients. Anything not listed is scoped as its own piece of work.

Email Calendar Telephony SMS gateways WhatsApp ERP sync
Who runs it today

Used by B2B sales teams and agencies, including clients who run it alongside our ERP so that a won deal becomes a sales order without re-entry.

Deployment

Same software, three ways to run it. Your compliance obligations usually decide.

Cloud SaaS
We host, patch and scale it. Fastest to start, monthly subscription.
Private cloud
Your own isolated instance and database, for data residency rules.
On-premise licence
Installed behind your firewall. Annual licence plus support.
How we secure each model →
Other platforms

They share one core, so they work together.

See Sales CRM on your own data.

A demo with a sample of your records, not a canned walkthrough. Forty-five minutes, no charge.

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