Lead Management
Capture, track, and nurture leads from multiple sources. Convert prospects into customers with automated follow-ups.
- Multi-source lead capture
- Auto-assignment rules
- Lead scoring
Complete CRM Platform
All-in-One CRM Solutions for Your Business
From lead capture to final payment, manage every aspect of your business operations with our comprehensive, integrated CRM platform.
14 Integrated Modules
Powerful Modules for Every Business Need
Our CRM platform includes 14+ integrated modules designed to streamline your entire business workflow.
Inquiry Management
Centralize all customer inquiries in one place. Track inquiry status, assign to team members, and ensure no opportunity is missed.
- Centralized inbox
- Status tracking
- Team assignment
Sales Pipeline
Streamline your sales pipeline with quotation, order, and invoice management. Close deals faster with smart automation.
- Visual pipeline view
- Custom stages
- Deal forecasting
Quotation Management
Create professional quotations in minutes. Use templates, add product catalog items, and send directly to customers via email or WhatsApp.
- Quote templates
- Product catalog
- Discount management
Order Management
Convert quotations to orders with one click. Track order status, manage delivery schedules, and maintain complete order history.
- Quote-to-order conversion
- Order tracking
- Delivery scheduling
Sales Invoice
Generate professional invoices, manage payments, and track accounts receivable with integrated GST support.
- GST compliance
- Auto-calculation
- Multiple tax types
Purchase Management
Streamline procurement with purchase orders and vendor management. Track purchase invoices and maintain vendor relationships.
- Purchase orders
- Vendor management
- Purchase invoices
Inventory Management
Real-time stock tracking, purchase management, and automatic reorder alerts. Never run out of stock again.
- Multi-warehouse
- Real-time tracking
- Reorder alerts
Account Management
Complete financial visibility with accounts receivable, payable, and ledger management. Track payments and outstanding amounts.
- AR/AP tracking
- Payment receipts
- Ledger management
Reports & Analytics
Comprehensive dashboards and reports for data-driven decisions. Track KPIs, sales trends, and team performance.
- Custom dashboards
- Sales reports
- Inventory reports
Attendance & HR
Digital attendance with geo-fencing, leave management, and real-time team monitoring across locations.
- Geo-fenced attendance
- Leave management
- Shift management
Field Force Management
GPS-based location tracking, visit management, and route optimization for your sales team on the field.
- Live GPS tracking
- Visit planning
- Route optimization
Visit Management
Schedule and track customer visits. Record meeting notes, capture images, and ensure accountability for field activities.
- Visit scheduling
- Meeting notes
- Photo capture
Expense Management
Track team expenses, salary management, and reimbursements. Complete financial visibility at your fingertips.
- Expense claims
- Receipt upload
- Approval workflow
Seamless Business Workflow
Our integrated modules work together to create a seamless flow from lead capture to revenue realization.
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Step 1: Lead Capture
Enquiries from your website, IndiaMART, TradeIndia, Facebook and Instagram land in one place automatically.
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Step 2: Qualification
Score, tag and assign every lead so your team focuses on the prospects most likely to buy.
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Step 3: Quotation
Build a professional quotation from your product catalog in minutes and share it by email or WhatsApp.
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Step 4: Order
Convert the approved quotation into an order with one click and track it through to dispatch.
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Step 5: Invoice
Generate GST-compliant invoices straight from the order, with taxes calculated automatically.
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Step 6: Payment
Record receipts and track outstanding amounts until every invoice is fully settled.
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Step 7: Delivery
Schedule deliveries, update order status and keep customers informed at every stage.
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Step 8: Support
Handle after-sales requests and follow-ups that turn happy customers into repeat business.
Let's grow together
Ready to Transform Your Business?
Join 500+ businesses already using Gopinath Infotech CRM to streamline operations, boost sales, and scale faster.
- Free personalised demo
- Free data migration
- Local support team