Lead capture
Every enquiry lands in one list.
- Website and landing page forms
- Missed-call and IVR leads
- WhatsApp Business API conversations
- Excel import and manual entry
- Duplicate check on mobile and email
Solution - CRM
CRM software that makes sure no lead is forgotten
Every enquiry from your website, ads, missed calls and WhatsApp lands in one place, gets an owner and a follow-up date - and management can see exactly where each deal stands.
Lead capturePipelineFollow-up remindersWhatsApp & IVRERP integration
WhatsAppBusiness API integration
IVRMissed-call lead capture
Tally & BCAccounting integration
YourStages, fields and rules
Overview
A CRM shaped around how you sell
Off-the-shelf CRMs make your team change the way they sell. We configure the CRM to your stages, fields and follow-up rules, and connect it to the channels Netmore already runs for you - WhatsApp Business API, IVR and missed-call and your website.
- Leads captured automatically from website forms, landing pages, IVR and WhatsApp.
- Auto-assignment by product, area or round robin, with duplicate check.
- Pipeline stages you define, with follow-up reminders that cannot be ignored.
- Quotations sent by email or WhatsApp straight from the lead.
- Converted customers pushed to your ERP, Business Central or Tally.
Lead capture
Every enquiry lands in one list.
Lead assignment
The right person gets the lead immediately.
Pipeline & deals
See every deal and its value by stage.
Follow-ups & tasks
No promised call-back is ever missed.
Complete feature list
CRM features
Choose the modules you need - the CRM is configured to your process, not the other way round.
Lead assignment
The right person gets the lead immediately.
- Rules by product, city or source
- Round-robin distribution
- Instant alert to the assigned salesperson
- Re-assignment when a lead goes cold
Pipeline & deals
See every deal and its value by stage.
- Stages defined to match your sales process
- Drag-and-drop pipeline board
- Expected value and closing date
- Won and lost reasons captured
Follow-ups & tasks
No promised call-back is ever missed.
- Follow-up date required on every open lead
- Daily task list for each salesperson
- Overdue follow-ups highlighted for managers
- Call, meeting and visit notes on the timeline
Quotations
Send professional quotes in minutes.
- Quotation from product and price list
- GST calculated on the quote
- PDF sent by email or WhatsApp
- Quote versions and approval for discounts
WhatsApp, SMS & email
Reach leads on the channel they answer.
- Approved WhatsApp templates from the lead screen
- Bulk campaigns to filtered lists
- DLT-compliant SMS
- Email templates with merge fields
Field sales
Know that visits really happened.
- Visit check-in with GPS location
- Photo and notes from the visit
- Day plan for field staff
- Uses the same geo-fencing as Netmore HRMS
Reports & dashboard
Numbers management actually asks for.
- Leads by source and campaign
- Conversion rate by salesperson
- Pipeline value by stage and month
- Lost-reason analysis
Integrations
Connected to the rest of your business.
- Customer created in ERP, Business Central or Tally on conversion
- Website and landing page forms
- Payment links for advance collection
- API for your other applications
Portals & roles
Who uses the CRM
Sales executives
Their leads, today's follow-ups and quotes in one list.
Sales managers
Team pipeline, overdue follow-ups and conversion by person.
Owners
Leads, pipeline value and revenue forecast at a glance.
Marketing team
Which campaign and source brings leads that actually convert.
Tele-callers
Call lists, call notes and missed-call leads to call back.
Field staff
Day plan, visit check-in and notes from their phone.
How it works
How we set up your CRM
01
Map your process
Sources, stages, fields, assignment rules and reports agreed with your sales head.
02
Configure & connect
CRM configured and connected to website, WhatsApp, IVR and ERP.
03
Import & train
Existing leads imported and every user trained on their own screens.
04
Review & improve
After the first month we tune rules and reports from real usage.
Data protection
Your customer list stays yours
A CRM holds your most valuable asset - your customer and prospect data. It is protected accordingly.
- Role-based access - salespeople see only their own leads
- Export restricted to authorised users
- Activity log of every change
- SSL and daily backups
- Hosted on Netmore cloud or your own server
- DLT-compliant SMS and approved WhatsApp templates
FAQ
Frequently asked questions
Is this a ready-made CRM or custom-built?
It is configured and, where needed, custom-built around your sales process, reusing components Netmore already runs in production - WhatsApp Business API, IVR and missed-call, geo-fenced check-in and payment links. You get your own stages and fields without paying for a from-scratch project.
Can leads from our website and WhatsApp come in automatically?
Yes. Website forms, landing pages, missed calls, IVR and WhatsApp Business API conversations are captured as leads automatically, with a duplicate check.
Can it connect to our accounting software?
Yes. When a lead converts, the customer can be created in your ERP, Business Central or Tally so accounts does not re-enter it.
How long does CRM setup take?
A standard CRM with lead capture, pipeline and follow-ups is usually live in two to four weeks. Integrations and field sales add time and are planned in milestones.
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Stop losing leads in WhatsApp chats and diaries
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