Customer Relationship Platform

CRM Software to Manage Customers, Follow-Ups and Sales Teams

Keep customer data, sales activity, reminders, quotations, communication history, and reports in one clean CRM for daily sales discipline.

Enterprise Version Request Demo

Product Overview

Purpose-built software for Indian SMEs that need clear workflows, better control, and practical reporting without unnecessary complexity.

01

Customer Database

Maintain prospects, customers, contacts, deals, notes, files, and full interaction timelines.

02

Follow-Up Discipline

Assign activities, reminders, meetings, calls, and next actions so no opportunity slips.

03

Sales Visibility

View pipeline value, team performance, conversion rates, ageing, and revenue forecasts.

CRM Process From Start to End

The CRM workflow supports new prospect capture through nurturing, quotation, closure, and account management.

Capture & Qualify

  • Manual, web, and imported lead capture
  • Customer segmentation and source tracking
  • Lead owner assignment and priority tagging

Engage & Convert

  • Call, meeting, email, and WhatsApp follow-up logs
  • Deal stages, quotations, and document sharing
  • Reminders, escalations, and manager review

Retain & Grow

  • Account history and renewal tracking
  • Support and service notes
  • Cross-sell and upsell opportunity reports

Mid-Level CRM Features

A practical CRM feature set for sales teams that need structure without enterprise complexity.

Sales

Pipeline Management

  • Custom deal stages
  • Expected value and closure date
  • Quotation records
  • Lost reason tracking
Activity

Follow-Up Management

  • Call and meeting reminders
  • Task assignment
  • Activity timeline
  • Team calendar view
Reports

Manager Dashboard

  • Sales funnel report
  • Source-wise leads
  • Team productivity
  • Conversion and ageing reports

Technical Approach

Built for secure deployment, clean integrations, and maintainable long-term operations.

Mobile-friendly web CRM

Implementation can be tailored for your workflow, approval levels, reports, and hosting preference.

CSV import and export

Implementation can be tailored for your workflow, approval levels, reports, and hosting preference.

Role-based sales access

Implementation can be tailored for your workflow, approval levels, reports, and hosting preference.

Book a Product Demo

Tell us which product you are interested in and our team will connect with the right solution, implementation plan, and enterprise scope.

CRM Software Enquiry

Use this form for demo requests, custom module discussions, pricing clarification, and implementation planning.

  • Share your business type and team size
  • Mention required modules or integrations
  • Ask for standard, custom, or enterprise version
  • Webwide will follow up with the next step

Add your Google Calendar appointment schedule link in SERVICE_GOOGLE_CALENDAR_URL to show booking slots here.

Please Connect for Enterprise Version

Enterprise implementations usually need custom modules, data migration, integrations, permissions, SLA support, white-labeling, and deployment planning. Our team will review your exact business process and prepare a version suitable for your organization.

Enterprise Scope Can Include

  • Custom workflows and approval levels
  • API integrations with existing software
  • Advanced reports, dashboards, and scheduled exports
  • Dedicated onboarding, training, and maintenance support

Talk to Webwide

Share your company size, required modules, branches, integrations, and rollout timeline. We will suggest the best edition and implementation roadmap.

Contact for Enterprise