CRM – Customer Relationship Management
All Products
Sales & Customers

CRM.

Never lose a lead. Close more deals.

Request a Demo

Overview.
CRM – Customer Relationship Management

ITELLIC CRM brings every lead, customer conversation and deal into one organised pipeline. Capture enquiries automatically from your website, social media and ads, assign them to the right salesperson and make sure every follow-up happens on time.

Features

Key Modules

01

Lead Capture

Automatically collect leads from your website, Facebook, Instagram, Google Ads, IndiaMART and more.

02

Sales Pipeline

Visual drag-and-drop pipeline showing every deal and its stage at a glance.

03

Follow-Up Reminders

Scheduled tasks, call reminders and alerts so no enquiry goes cold.

04

WhatsApp, Email & Calls

Contact customers from inside the CRM and keep a complete history of every interaction.

05

Quotations & Invoices

Create professional GST-ready quotes and invoices in a few clicks.

06

Team Management

Assign leads, set targets, track activity and compare performance across your team.

07

Customer Support

Ticketing for after-sales queries with status tracking and response times.

08

Reports & Dashboards

Conversion rates, lead sources, revenue forecasts and salesperson performance in real time.

CRM in use
Why Choose It

Benefits

Higher lead-to-customer conversion
Complete history of every customer
Clear visibility into team performance
Less manual data entry
Accurate sales forecasting
Industries

Ideal For

Real estateEducation & coachingB2B servicesManufacturers & distributorsHealthcare clinicsAgencies

Every installation can be customised — we adapt workflows, reports and integrations to match how your business runs.

See CRM
in action.

Book a Free Demo