Customer Relationship Management (CRM)
Streamline your entire lead-to-opportunity lifecycle. Automate lead capture from inbound channels, track marketing campaign ROI with UTM parameters, and empower sales reps with drag-and-drop pipeline stages.
Unified lead scoring, communication history, and activity scheduling
Built for Modern Sales Teams
Spend less time doing administrative data entry and more time connecting with prospects and closing high-value deals.
Reduce Data Entry
Get leads automatically created from emails. Send quotes in just a few clicks, manage your pipeline with drag & drop.
Import Leads
Easily import prospects files with ERP’s column matching tool.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Pipeline Management
Manage your pipeline in multiple views: Kanban, List, Calendar, Pivot, Graph. Set up specific stages for each sales team.
Automate Activities & Calls
Plan and automate your activities based on lead type. Track, log and analyse the activities of your team.
Email Templates
Create templates of emails for most common communications with your customers or opportunities.
Leads Analysis & ROI
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc. Get statistics about your sources of leads to evaluate marketing ROI.
CRM Module Workflow
Explore step-by-step how Arihant ERP transforms cold leads into won deals with complete pipeline traceability.
Generate Leads from Inbound Channels
Capture prospects directly from your corporate website contact forms, incoming marketing emails, or live chat. Leads automatically arrive pre-tagged with UTM tracking data.
- Automated website form lead capture
- Pre-tagged UTM marketing attribution
- Instant SLA notification alerts
Import Leads via Column Matching Tool
Easily upload contact lists from Excel or CSV files. The intuitive column-matching assistant automatically aligns fields such as company name, contact person, phone, and lead source.
- Excel / CSV bulk contact parser
- Intelligent deduplication checks
- Automated custom field schema mapping
Assign Leads to Sales Persons & Teams
Route opportunities dynamically based on territory, product interest, or round-robin rules. Set automatic notification triggers so reps follow up immediately.
- Territory & quota load balancing
- Round-robin or rule-based routing
- Instant push & email notifications
Qualify & Convert Lead to Opportunity
Validate customer budget, requirements, and purchase timeline. Seamlessly convert qualified leads into active deal opportunities with one click.
- BANT qualification methodology
- One-click conversion to opportunity
- Full historical audit trail preserved
Pipeline Stage Progression & Activity Tracking
Drag and drop deals across custom Kanban stages (New, Qualified, Proposition, Won). Schedule follow-up phone calls, meetings, and synchronize with Google Calendar.
- Interactive drag-and-drop Kanban
- Calendar & task scheduling sync
- Deal velocity & bottleneck analytics
Instant Quotation Generation from Opportunity
Generate polished commercial proposals and quotations directly from the opportunity record. Send proposals via email or WhatsApp and track customer views in real time.
- One-click quotation creation
- Direct PDF & digital customer portal link
- Electronic signature & payment gateway
Want to see CRM Solution in action?
Schedule a live interactive walkthrough with our enterprise architects to evaluate how Arihant ERP can accelerate your sales pipeline.