Home / What We Do / Sales & CRM
Leads from your website, WhatsApp, portals and campaigns land in one CRM, get assigned automatically and move through a clear pipeline to quote and order. Sales managers see the forecast without chasing spreadsheets.
Website forms, WhatsApp, property portals, email and campaigns feeding one lead list.
Leads routed to the right salesperson by territory, product or round-robin.
Clear stages with required information at each step, so deals do not stall unseen.
Quotes generated from the CRM with your pricing and discount approval rules.
Calls, meetings and reminders logged automatically against each customer.
Pipeline value, conversion and team performance, updated live.
Every enquiry lands in the CRM, with its source recorded.
The salesperson qualifies the lead and creates an opportunity.
A quote is sent from the CRM and approved where needed.
The order passes to finance or operations without retyping.
Agency bookings, documents, payment plans and commissions moved from email, WhatsApp and Excel into one platform on Zoho Creator and Zoho Books.
Where we deliver this, and the services that usually go with it.
Yes. WhatsApp Business conversations can create leads and be logged against the customer.
Yes. Leads from portals such as Property Finder and Bayut can be captured with their source for reporting.
Dashboards show pipeline, conversion rates and activity by salesperson and team, without manual reports.
Yes. Customers, quotes and orders can sync with Zoho Books, Business Central or Odoo.
