CRM Software
Most CRM software for manufacturers and traders fails because it was designed around a generic sales pipeline. This one has a common core of contacts, enquiries, follow-ups and quotes, with the stages, fields and documents changed for your industry. It suits businesses whose sales team gave up on a generic CRM.
Sales executives, Sales managers, Telecallers, Service staff, Owners
Web, Android and iOS
Built for the way your trade works.
One core CRM (contacts, enquiries, follow-ups, quotes, reports) with the stages, fields and documents changed for each industry. Suits businesses that tried a generic CRM and found the sales team would not use it.
Stages, fields and forms set up for your trade, not a generic pipeline
Industry versions: dealer and sample follow-up, policy renewals, site visits, patient recalls
Quotations with your price lists, discounts, sizes, units and GST
- Capture enquiries from website, WhatsApp, calls, portals and exhibitions
- Assign follow-ups with reminders so no enquiry is forgotten
- See every call, visit, quote, order and payment of a customer together
- Send quotes, reminders and greetings on WhatsApp, SMS and email
- Log visits and orders from the field on mobile
- Report conversion by salesperson, source, product and area
- Link with ERP or Tally for stock, orders and outstanding
A day's work, in order.
Enquiry is captured
Enquiries from website, WhatsApp, calls, portals and exhibitions land in one list.
Follow-up is assigned
Each enquiry gets an owner and a next date, with a reminder.
Visit is logged
The salesperson records the visit, sample or site meeting from the phone.
Quotation goes out
A quote is made from your price list with discounts and GST, and sent on WhatsApp.
Order is won
The quote becomes an order, passed to ERP or Tally for stock and billing.
Customer is retained
Renewals, repeat orders and payment follow-ups continue on the same customer record.
Sound familiar?
A CRM (customer relationship management system) records every lead, conversation and order for every customer. It is only useful if the sales team opens it, so we build it around your sales process, with the follow-ups, reminders and reports your managers ask for every week.
- Leads sit in personal phones and notebooks.
- When a salesperson leaves, their customers leave too.
- Nobody can say which enquiries turned into orders.
- Follow-ups depend on memory.
10 modules, one set of books.
Each module writes to the same records, so stock, production and accounts never disagree.
CRM
Keeps every customer's contacts, enquiries, quotations, orders, complaints and follow-ups in one record.
About this module Sales and serviceLead management
Collects leads from the website, WhatsApp, calls, exhibitions and the field team into one list, assigns them by area…
About this module Sales and serviceSalesforce automation (visits, orders, tracking)
Mobile app for field salesmen: GPS check-in at each outlet, order booking, collection and visit notes, working offline…
About this module Data, AI and integrationWhatsApp integration
Sends invoices, payment reminders, order status and reports on WhatsApp automatically through the WhatsApp Business API.
About this module Data, AI and integrationMobile app
Android and iOS apps for owners, sales staff, store keepers, technicians and employees: approvals, orders, stock scan,…
About this module Data, AI and integrationBI dashboards
Live charts of sales, collections, stock, production and cash, with drill-down to the entry behind each figure.
About this module Buying and sellingDealer and customer portals
A login for dealers and customers to place orders at their own rates, track dispatch, download invoices and ledger,…
About this module Data, AI and integrationTally integration
Posts sales, purchase, receipts, payments and journals to Tally with ledgers and cost centres mapped.
About this module PeopleExpense claims and reimbursements
Employees submit travel and expense claims from mobile with a photo of the bill.
About this module Sales and serviceRenewal reminders
A due-date calendar for policies, contracts or subscriptions, with reminders to the client and the person responsible…
About this moduleIndustries it serves.
- CA firms and tax practitioners
- AMC and service companies
- Healthcare
- Insurance agencies
- Project consultancies
- Food and beverage
- Beauty parlours, spas and salons
- Gyms, yoga and fitness centres
- Pharma marketing
- Coaching and training institutes
- Diagnostic centres and labs
- Clubs and event organisers
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ViewQuestions, answered.
How is this different from a ready-made CRM?
The core is the same for everyone, but the stages, fields and forms are changed for your trade. A manufacturer follows samples and dealers, an insurance agency follows renewals, a clinic follows patient recalls. Your team sees its own words on the screen.
Will our sales team actually use it?
It is designed so that they do. A visit or follow-up takes a few taps on the mobile app, and reminders tell each person what is due today. Managers see pending follow-ups person by person, so gaps show up early.
Can a salesperson see stock and outstanding while sitting with the customer?
Yes, when the CRM is linked with your ERP or Tally. The salesperson sees stock, past orders and overdue bills on the customer's record, so he can quote what is available and ask for payment in the same visit.
Can it send quotations and reminders on WhatsApp?
Yes. Quotes, follow-up reminders and greetings can go on WhatsApp, SMS or email. Each one stays in the customer's history along with calls, visits, orders and payments.
Does CRM Software work on mobile?
Yes. It runs on Web, Android and iOS, so people on the floor, in the field or on the road work on the phone while the office works on the full screens.
Can CRM Software be changed to fit how my business works?
Yes. Kreon builds and supports it, so screens, reports, approvals and rules are shaped to your process. Tell us what is different about the way you work and we will show you how it fits before anything is built.
See CRM Software working.
Book a demo and we will walk you through it with examples from your own trade, then tell you plainly what would need to change for your business.