01
Lead management
Capture enquiries from every source with contact, requirement, source and assignment details.
No enquiry is left unowned.
Open pipeline₹18.4L
Meridian ToolsProposal sent₹2,84,000
CRM for growing businesses
Never Miss a Sales Opportunity.
Capture every enquiry, schedule follow-ups, track opportunities and keep your entire sales team working from one customer record.
NextGenERP CRMPune branch · FY 2026–27
Sales pipelineToday’s overview
Open pipeline₹18.4L
Follow-ups today12
Win rate34%
Needs attentionUpdated now
Meridian ToolsProposal sent₹2,84,000
Kaveri FoodsFollow-up today₹1,26,500
Apex DistributorsQualified₹4,10,000
The everyday problem
Leads Shouldn’t Disappear Inside Spreadsheets and WhatsApp.
NextGenERP gives every enquiry an owner, a next action and a visible journey from first contact to customer.
01
Follow-ups depend on memory
02
Leads are assigned informally
03
Customer history is scattered
04
Management cannot see the real pipeline
One connected workflow
See how the work moves.
Each step continues from the same business record, so context is not lost between teams.
01Lead
02Follow-up
03Opportunity
04Quotation
05Customer
06Sale
What you can do
Features tied to real work.
Clear workflows, useful context and a business outcome—not a wall of feature names.
02
Follow-up reminders
Schedule calls, meetings and next actions directly against the lead record.
Salespeople know exactly who to contact today.
Follow-ups today12
Kaveri FoodsFollow-up today₹1,26,500
03
Opportunity pipeline
Track stage, expected value, probability and expected closing date in one view.
Managers see where revenue is likely to come from.
Win rate34%
Apex DistributorsQualified₹4,10,000
04
Complete activity history
Keep calls, meetings, notes and status changes together in chronological order.
Anyone can understand the relationship before speaking to the customer.
Open pipeline₹18.4L
Meridian ToolsProposal sent₹2,84,000
05
Lead conversion
Convert qualified leads into customers and continue into quotation and sales workflows.
The customer record starts with its full history intact.
Follow-ups today12
Kaveri FoodsFollow-up today₹1,26,500
06
Sales performance
Review source quality, salesperson activity, conversion and pipeline value.
Coach the team using actual activity and outcomes.
Win rate34%
Apex DistributorsQualified₹4,10,000
Role-based use
The right view for each person.
For Business Owner
See company pipeline, conversion and upcoming revenue.
For Sales Manager
Assign enquiries and review team opportunities.
For Sales Executive
Open today’s follow-ups from mobile or desktop.
Current plan availability
Choose the plan that fits your team.
Checking current plans…
CRM questions
Know what the module does before you start.
Direct answers about the workflow, current scope and how it connects.
Can I import leads from Excel?+
Yes. The controlled import centre previews lead rows, detects duplicates and blocks commit until validation errors are resolved.
Can leads be assigned to different salespeople?+
Yes. Leads can be assigned while access rules keep each person focused on the right records.
Can I set follow-up reminders?+
Yes. Calls, meetings and follow-ups can be scheduled against the lead.
Can my sales team use CRM on mobile?+
Yes. The CRM workspace is responsive and designed for everyday mobile use.
Can a lead become a customer and quotation?+
Yes. Qualified leads can be converted and continued into connected customer, opportunity and quotation workflows.
Does CRM connect with other NextGenERP modules?+
Yes. CRM works with Sales, Billing, Payments and Reports, so teams can continue the workflow without entering the same information again.
Start with CRM
Ready to put this workflow in one connected system?
Try CRM, sales, people, money and accounts together with your 30-day NextGenERP trial.