From First LeadToFirst Invoice
Lead → Follow-up → Pipeline → Quote → Convert → Invoice. One workspace, zero data loss.
8-Step CRM Workflow
CRM handles pre-sales; ERP handles fulfilment, invoicing, and collections after deal won.
Lead Capture
Capture leads from web, email, calls, and walk-ins
Follow-up
Auto-reminders via WhatsApp, SMS, and email
Pipeline Stage
Kanban drag-and-drop through sales stages
CRM Quotation
Professional quote with GST and PDF
Convert to Party
Won deal → Party Master for billing
Sales Invoice
Convert to SI / SBS in Sales module
Analytics
Conversion rates, pipeline value, team performance
Team Sync
Shared notes, activity logs, and task assignments
CRM Features
Everything you need from lead capture to deal closure — unified in one platform.
Lead Management
Full lifecycle from capture to qualification with source tracking
Pipeline Tracker
Visual Kanban — New, Contacted, Qualified, Proposal, Won
Follow-up Automation
Set schedules for WhatsApp, SMS, and email follow-ups
Deal Tracking
Track deal value, probability, expected close date
CRM Quotation
Generate GST-compliant quotes; 1-click convert to invoice
Customer View
360° customer profile — interactions, deals, invoices, outstanding
Screens From Your TimePe ERP
Illustrations use navbar brand colors: navy bar #0b3b8c, UI blue #0b3b8c, accent #f58220.
Pipeline overview
5-stage Kanban with deal value, count, and team view.
Lead list
All leads with source, stage, owner, and next follow-up.
Built-In CRM Operations
Beyond pipeline — AI lead scoring, auto follow-ups, and sales analytics included.
AI Lead Scoring
Auto-score leads based on engagement, source, and behaviour patterns
Auto Follow-up
Scheduled follow-ups with template messages across channels
Activity Feed
Real-time team activity feed with deal updates and changes
Sales Forecast
AI-powered revenue forecast based on pipeline stages
Task Manager
Assign tasks with due dates, priorities, and reminders
Call Logging
Log calls with duration, notes, and auto-link to lead record
CRM to ERP — One Flow
When a deal is won, convert the lead to a Party Master with one click. All CRM notes, quotations, and contact data carry forward to the Sales module for invoicing.
How It Works
Capture leads, nurture them, close deals — all in one connected workspace.
Capture
Leads from web forms, email, calls, and walk-ins. Auto-assign to sales reps by source and territory.
Nurture
Auto follow-ups, AI lead scoring, and pipeline movement through Kanban stages.
Close
Convert won deals to Party Master, generate invoices, and track receivables.
CRM Reports
Insights and analytics tied to live CRM data.
Related modules
Turn leads into loyal customers?
Your CRM, accounting, and invoicing — united in one powerful workspace.