CRM is a sales system for growing businesses. Leads come in from web forms, imports and email, are assigned by rules and worked through pipelines with activities and sequences. Quotes carry tax by place of supply and discount approvals, and accepted quotes become Books sales orders or invoices. Approved commission statements reach payroll in People.
Each rep starts with their pipeline and the work due today; managers see the team.
Capture leads from several sources, remove duplicates and route them to the right person.
An account view with everything sold, invoiced and outstanding, shared with Books customers.
Several pipelines, each with its own stages, probabilities and rotting thresholds.
Every call, meeting, email and note lands on the record’s timeline.
Quotes with revisions, tax per line and approval when discounts pass a threshold.
Monthly quotas per rep roll up to quarters and teams, against a forecast built from the pipeline.
Incentive plans calculate monthly statements that go through approval to payroll.
Standard sales reports with CSV export of every one.
Sales operations configure the process once and the app applies it to every record.
Indian identifiers, GST and the DPDP Act are handled in the record itself.
Reps and managers use CRM in the Thoshika app through the app switcher.
On the phone
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 leads and deals, logs activities, sends quotes and tracks their own commission.
Sets targets, approves discounts and commission statements, and reviews the forecast.
Configures pipelines, territories, teams, assignment rules, web forms 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.
Open tickets and support contracts show on the account.
A form rule can create a CRM lead from a response.
CRM is available on its own or as part of Thoshika One, with every app for every employee.