CRM software that makes sure no lead is forgotten
Capture every enquiry from your website, WhatsApp and calls, move it through a visual pipeline, and follow up on time. Quotes and invoices come from the same system, so sales and accounts finally agree.
- Leads in notebooks, Excel and personal phones
- Follow-ups that depend on memory
- Forecasts nobody believes
Updated just now
| Deal | Stage | Owner | Status |
|---|---|---|---|
| Shah Traders · 400 units | Negotiation | Rahul | Open |
| Om Hardware renewal | Won | Priya | Won |
| Patil Agencies | Proposal | Rahul | Open |
| Vista Retail | Qualified | Asha | Follow-up due |
Leads lost between notebooks, phones and spreadsheets
Most businesses don't lack leads. They lose them to slow replies, forgotten follow-ups and data nobody trusts.
of sales reps' time goes on non-selling tasks
Source: Salesforce State of Salesof customers rate an immediate reply as important; 60% say immediate means 10 minutes or less
Source: HubSpot Researcha year is the average cost of poor data quality to an organisation
Source: GartnerA sales team receiving 300 enquiries a month
Assumptions
- Average deal value of ₹50,000
- Assume 3% more enquiries convert because none are lost or followed up late
More deals closed from the leads you already get
What a connected CRM gives your sales team.
Every enquiry captured, assigned and followed up.
WhatsApp and email from the record.
Pipeline value by stage and month.
Quotes become invoices without retyping.
The whole team, no per-seat fees.
Works with ERP Software, Tally and your website.
See CRM Software before you talk to anyone
Click through the main modules. Then book a live demo and we will show them working on your own process.
Updated just now
| Deal | Stage | Owner | Status |
|---|---|---|---|
| Shah Traders · 400 units | Negotiation | Rahul | Open |
| Om Hardware renewal | Won | Priya | Won |
| Patil Agencies | Proposal | Rahul | Open |
| Vista Retail | Qualified | Asha | Follow-up due |
Updated just now
| Lead | Source | Owner | Status |
|---|---|---|---|
| Priya Shah | Website form | Rahul | New |
| Kumar Steels | Asha | Contacted | |
| Neha Rao | Referral | Priya | Qualified |
| Gulf Foods LLC | Trade show | Rahul | No reply |
Updated just now
| Activity | By | When | Status |
|---|---|---|---|
| Call: price revision | Rahul | Today | Logged |
| Quote Q-2041 sent | Rahul | Yesterday | Viewed |
| WhatsApp: delivery date | Asha | 3 days ago | Replied |
| Invoice INV-9921 | Accounts | Last week | Due |
Updated just now
| Activity | Contact | Time | Status |
|---|---|---|---|
| Follow-up call | Kumar Steels | 11:00 | Overdue |
| Demo meeting | Vista Retail | 14:30 | Upcoming |
| Send revised quote | Shah Traders | 16:00 | Upcoming |
| Check payment | Om Hardware | 17:00 | Done |
Updated just now
| Quote | Customer | Value | Status |
|---|---|---|---|
| Q-2041 | Shah Traders | ₹4,82,000 | Viewed |
| Q-2040 | Om Hardware | ₹1,26,500 | Accepted |
| Q-2039 | Patil Agencies | ₹2,10,000 | Discount approval |
| Q-2038 | Gulf Foods LLC | $18,400 | Accepted |
Updated just now
| Rep | Won | Value | Status |
|---|---|---|---|
| Rahul | 9 | ₹21.4 L | On target |
| Priya | 7 | ₹16.2 L | On target |
| Asha | 4 | ₹5.0 L | Behind |
| Imran | 3 | ₹4.1 L | New joiner |
Capture, qualify and move every opportunity.
- Custom pipelines and stages
- Lead scoring and assignment rules
- Duplicate checks
One record per customer with the full history.
- Companies, people and roles
- Notes, files and timeline
- Custom fields
Talk to customers from inside the CRM.
- WhatsApp templates and chat
- Email sync and tracking
- Click-to-call logging
Nobody forgets a follow-up.
- Tasks, calls and meetings
- Reminders and overdue alerts
- Team calendar
From proposal to payment without retyping.
- Quotes with approval rules
- Convert to invoice
- Payment status on the deal
Every channel flows in automatically.
- Website and landing-page forms
- Facebook and Google lead ads
- WhatsApp and IndiaMART enquiries
Routine steps done for you.
- Auto-assign and follow-up rules
- Stage-change notifications
- Recurring tasks
See what will close and why deals are lost.
- Forecast by month and rep
- Source and campaign ROI
- Win/loss reasons
How work moves through CRM Software
One flow from the first step to the last, with nothing retyped.
Every enquiry lands in the CRM
Website forms, WhatsApp messages, lead ads and calls create leads automatically, with the source recorded.
- No more leads in notebooks or personal phones
- Auto-assigned to the right rep
- Instant WhatsApp acknowledgement
Updated just now
| Deal | Stage | Owner | Status |
|---|---|---|---|
| Shah Traders · 400 units | Negotiation | Rahul | Open |
| Om Hardware renewal | Won | Priya | Won |
| Patil Agencies | Proposal | Rahul | Open |
Focus on the leads that will buy
Score and qualify leads, log calls and move good ones into a deal pipeline.
- Lead scoring and qualification questions
- Call and meeting notes on the record
- Reminders for the next step
Updated just now
| Lead | Source | Owner | Status |
|---|---|---|---|
| Priya Shah | Website form | Rahul | New |
| Kumar Steels | Asha | Contacted | |
| Neha Rao | Referral | Priya | Qualified |
Quote, negotiate and win
Send a quote from the deal, get discount approvals and mark it won.
- Quotes from your price list
- Approval for discounts over a limit
- Won deals become orders or invoices
Updated just now
| Activity | By | When | Status |
|---|---|---|---|
| Call: price revision | Rahul | Today | Logged |
| Quote Q-2041 sent | Rahul | Yesterday | Viewed |
| WhatsApp: delivery date | Asha | 3 days ago | Replied |
Keep customers coming back
Renewals, repeat orders and service requests tracked against each customer.
- Renewal and reorder reminders
- Customer health and total revenue
- Upsell opportunities
Updated just now
| Activity | Contact | Time | Status |
|---|---|---|---|
| Follow-up call | Kumar Steels | 11:00 | Overdue |
| Demo meeting | Vista Retail | 14:30 | Upcoming |
| Send revised quote | Shah Traders | 16:00 | Upcoming |
Connect CRM Software to the rest of your business
SaaS tools, high-end licensed suites, or CRM Software?
Most businesses we meet have tried one of the first two. Here is how they compare.
A separate subscription for CRM, accounts, HR, inventory and support.
- Per-user fees for every tool, rising every year
- Data split across apps that don't talk to each other
- Workarounds in Excel to join it all up
- Nobody owns the whole picture
Large ERP suites from global vendors, set up by big implementation partners.
- High licence and implementation cost before go-live
- Projects that run for many months
- Every change needs a consultant
- Features you pay for and never use
Ready software from Involve, set up around your process and run by our team.
- One system for the whole business
- One price for the whole business, unlimited users
- Live in weeks with a phased rollout
- Changes and support from the team that built it
| Many SaaS tools | High-end licensed suites | CRM Software | |
|---|---|---|---|
| Cost model | Per user, per app, per month | Licences, implementation and yearly maintenance | One price for the business, unlimited users |
| Cost as you grow | Rises with every new user and app | Rises with users, modules and partner days | Stays predictable |
| Fit to your process | You adapt to each tool | Fits after costly customisation | Configured for your process |
| Time to go live | Fast per tool, slow to join up | Often many months | Weeks, phase by phase |
| Data in one place | No, split across tools | Yes | Yes |
| Changes and support | Vendor tickets for each app | Partner consultants, billed by the day | Our in-house team, in your time zone |
| Your branding | No | Limited | Yes |
| Demo before buying | Trials per tool, on your own | Usually a standard sales demo | Guided demo set up around your process |
General comparison of typical approaches, not of a specific vendor.
CRM Software vs popular CRMs
How we compare with the usual options.
| CRM Software (Involve) | HubSpot | Zoho CRM | Salesforce | |
|---|---|---|---|---|
| Pricing model | One price, unlimited users | Per user per month (paid tiers) | Per user per month | Per user per month |
| WhatsApp on every record | Via integration | Via integration | Via add-ons | |
| Quotes to invoices in the same system | Add-ons | With Zoho Books | Add-ons | |
| Set up for your process by our team | Partners | Partners | Partners | |
| Your branding |
Based on publicly available information as of November 2026.
Live on CRM Software in four simple steps
- 1Book a live demo
30–45 minutes on your process, not a generic tour.
Day 1 - 2We map and configure
Modules, roles, approvals and reports set up for you.
Week 1–2 - 3Migrate and train
Your data moved and checked; every team trained.
Week 2–4 - 4Go live with support
Hypercare after launch, then monthly support.
Week 4+
Screens from projects we built and run
Taken from live client systems. Client data is masked. Open any project to see the problem, what we built and the result.
Work we have delivered
Real projects from our clients and products, with the problem, what we built and the outcome.
PromptEngage
PromptEngage.com
Involve-built product
WhatsApp integration product connecting Meta, Wati, Interakt, and WhatChimp into a single centralized routing layer for CRM triggers.
ABH & Bhavik
ABH Developers & Bhavik Group
Real estate developers
Microsoft and n8n lead automation improving lead volume, site visit scheduling, and operations response speed.
GoZero
Go Zero (Shark Tank India)
D2C food brand, India
Centralized enterprise ERP rollout unifying quick-commerce and marketplace integrations across Blinkit, Zepto, Instamart, Shiprocket, and automated WhatsApp alerting.
A registered, certified company behind every product
Involve Digital Technologies Private Limited builds, hosts and supports these products from Nashik, with teams for the UK and the UAE.
The team you will actually work with
No hand-offs to freelancers. The people below lead the audit, the build and the support, from our Nashik office.
Meet the full team
NK
SK
UW
MR
NCSix commitments, in writing, before you sign
They are part of every proposal for CRM Software. After go-live you also get 30 days of free hypercare: anything we built that does not work as agreed is fixed at no cost.
The price in your signed scope is what you pay. Any change needs your written approval first.
The written audit summary is yours to use with any vendor, with no obligation to hire us.
Weekly demos and a written update, so you always know what is done and what is next.
Full source and data export at any time. No lock-in, no hostage hosting.
Every message answered within one business day, with faster response times on Manage plans.
We sign your NDA, or ours, before we see your systems or data.
See CRM Software working on your process
A 30–45 minute live demo with our product consultant. We start with your needs, show the screens that matter to you and explain how we would customise CRM Software for your business.
- Tell us about your businessYour team, your process and what isn't working today.
- We tailor the demoWe set up the modules and examples that match your work.
- See it live and get a planA walk-through, your questions answered, and a written plan with a fixed quote.
CRM Software FAQs
Can we import leads from Excel or another CRM?
Yes. We import contacts, companies, deals and history from Excel, Zoho, HubSpot or Salesforce exports and check the counts with you.
Does it work with WhatsApp?
Yes. You can chat and send approved templates from the contact record, and new WhatsApp enquiries can create leads automatically.
Is there a limit on users?
No. Add your whole sales team without per-user fees.
Can it create invoices?
Yes. Quotes convert to invoices, and the CRM connects to ERP Software for accounts and stock.
Can we customise stages and fields?
Yes. Pipelines, stages, fields and rules are set up for your sales process.
Is our data safe?
Data is hosted in the region you choose, backed up daily and exportable at any time.
Why businesses choose Involve Technologies
Software, AI and platforms are only half of it. The other half is the team that sets them up for your business and keeps them running.
We audit, build, migrate, train and support. You deal with one team from first call to monthly support.
Our own developers customise and extend what we deliver, so changes do not wait on an outside vendor.
Scope, timeline and monthly plan are written down before work starts.
Hands-on training for admins and staff in English, Hindi and Marathi.
Dedicated environments, backups and full data export whenever you need it.
A monthly Manage plan with a named team that knows your setup.
Let's talk about CRM Software
Tell us what you need in four quick steps. You get a reply from a consultant, not an auto-responder.
- Free 45-minute discovery call
- Indicative quote on the call
- Mutual NDA on request