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The CRM your team will actually use

Custom CRM for lead management, sales pipelines, customers and sales processes, built around how your business sells.

Product tour
crm.yourbusiness.com/pipeline
PipelineLeadsCustomersReportsAutomations
Sales pipelineDemo data
Open leads42
Quotes out17
Won this month9+3
New enquiries2
Dealer RFQPuneHot
WhatsApp leadDelhiNew
Contacted2
Retail chainJaipurWarm
DistributorSuratWarm
Proposal sent1
Packaging orderNoidaHot
Won1
Bulk reorderIndoreWon

One product. Four jobs.

crm.yourbusiness.com
RK
Ramesh KumarWhatsApp
Hot
SP
Sunita PalWebsite form
Warm
AT
Arjun TradersPhone call
New
MD
Meera DistributorsMeta ad
Warm
crm.yourbusiness.com
Pipeline by stageDemo
New24
Qualified16
Proposal9
Negotiation5
Won3
crm.yourbusiness.com
MD
Meera Distributors
Jaipur · Dealer · Since 2023
Reorder quote sentToday, 10:20
Quote
Payment receivedYesterday
Payment
WhatsApp catalogue sharedMon
Message
crm.yourbusiness.com
Quote approval
Requirement capturedSales
Price checkedManager
Credit limit verifiedAccounts
Quote sent on WhatsAppAutomation

Every customer journey, mapped

From first enquiry to repeat order, the CRM follows each step so nothing falls between people.

EnquiryWebsite, ad, call or WhatsApp
QualifyScore and assign
QuotePrice and send
NegotiateFollow up on time
OrderConfirm and invoice
RetainReorder reminders
RK
Ramesh KumarNew WhatsApp enquiry
New
Need price for 500 cartons
Assigned to
AS
Anita SharmaNorth region · 3 min ago
Notified
Today
Call Ramesh10:30
Send quote to Meera12:00
Follow up Arjun16:15
Quote #Q-2041
Awaiting manager

A lead arrives

Every enquiry, from any channel, lands in the CRM with its source and a score.

It is assigned instantly

Rules route it to the right salesperson by territory, product or size.

Follow-ups never slip

Reminders and WhatsApp templates keep every lead moving.

Quotes get approved fast

Approvals and credit checks happen inside the workflow.

Everything a sales team needs

Custom CRM

Built around your stages, fields and approvals.

Lead Management

Capture, score, assign and nurture.

Sales Pipeline Management

Forecast with confidence.

Customer Management

Every relationship, one profile.

Sales Process Management

Make the best process the default.

Connects to the tools you already use

WhatsAppEmailWebsite formsTelephonyMeta AdsGoogle AdsBillingTallyWhatsAppEmailWebsite formsTelephonyMeta AdsGoogle AdsBillingTally

Common questions

It depends on your size, budget and process. We work with leading platforms and with MizUp, and recommend what fits rather than what we resell.

Yes. We integrate with common accounting and ERP tools so quotes, orders and payments stay consistent across systems.

We keep the screens simple, build only the fields you need, and train by role. Adoption is tracked and supported after launch.

Operations lead reviewing sales on a tablet

Let us map your sales process

A short call is enough to show where a CRM would pay back fastest.