CRM is a sales system for small and growing Indian businesses. Leads come in from web forms, imports and email, are assigned by rules and worked through pipelines with activities and sequences. Quotes carry GST by place of supply, and accepted quotes become Books sales orders or invoices. Approved commission statements reach payroll in People.
Capture leads from several sources, remove duplicates and route them to the right person.
A full view of each customer, and pipelines that show where every deal stands.
Every call, meeting, email and task on one timeline.
Quotes with Indian tax, approval for deeper discounts and a clean PDF.
Monthly quotas, forecast against target and incentive plans that pay through payroll.
Standard sales reports and the essentials on the phone.
CRM uses Indian identifiers, tax rules and sales habits, without paid messaging services.
Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.
Works own leads, accounts and deals, logs activities and prepares quotes.
Sees the team’s records, sets targets, approves discounts and commission statements.
Sets up pipelines, territories, teams, rules, forms, imports and commission plans.
Apps share one directory, one sign-in and the same records, so nothing is keyed in twice.
Accounts share Books customers, products share Books items, and accepted quotes become Books documents.
Reps link to employees, and approved commissions reach payroll.
A quote signed through Documents is marked accepted and the deal is won.
A deal can open a private channel for the sales team.
Campaign responses can arrive as CRM leads.
Planned work, not available today. Timing is not committed.
CRM is available on its own or as part of Thoshika One, with every app for every employee.