Automatic Lead Capture
Every new enquiry becomes a lead instantly.
Smart CRM for Growing Businesses
Stop Managing Leads, Follow-ups & Orders Manually.
Bring every enquiry, follow-up, quotation, order, payment, dispatch and customer interaction into one powerful
CRM.
Automatically capture leads from IndiaMART, TradeIndia, Justdial, your website and other sources — assign them
to your team and track every opportunity until closure.
1,248 ▲ 12%
Total Leads
Week-wise leads
Live
The Reality Check
Is Your Business Still Running Like This?
Most growing businesses hit the same wall more enquiries than the team can track, and no single place to see what's happening.
Leads Scattered Everywhere
IndiaMART, TradeIndia, WhatsApp, website and phone enquiries are handled separately.
Manual Excel Entry
Your team spends valuable time copying enquiries into spreadsheets.
QR Code Check-In
Generate secure QR-based visitor passes for fast, contactless check-in and effortless visitor verification at the reception.
Follow-ups Get Missed
Potential customers are lost because nobody followed up at the right time.
No Sales Visibility
Management doesn't know which leads are active, pending or lost.
Too Many WhatsApp Updates
Employees depend on WhatsApp groups and calls to communicate order status.
Manual Approval Process
Quotation, discount, order and payment approvals take unnecessary time.
No Department Coordination
Sales, accounts, operations, dispatch and installation teams work separately.
CRM BUILT FOR YOUR BUSINESS
What Is Netsol CRM?
Netsol CRM is a complete business management system that helps you capture enquiries, manage follow-ups, prepare quotations, process orders and track customer relationships from one connected platform.
It replaces scattered Excel sheets, WhatsApp conversations and manual updates with a structured system designed around your sales and operations.
FEATURE COMPARISON
Manual Process vs Netsol CRM
| Feature | Excel & WhatsApp | Basic CRM | Netsol CRM |
|---|---|---|---|
| Lead Capture | Manual entry | Form-based capture | Automatic multi-source capture |
| Lead Assignment | Not available | Basic assignment | Rule-based salesperson assignment |
| Follow-up Management | Depends on memory | Task reminders | Automated reminders and overdue alerts |
| Quotation Management | Prepared manually | Basic quotations | Products, pricing, discounts and PDF quotations |
| Approval Workflow | Manual approvals | Limited workflow | Custom approval hierarchy |
| Order Tracking | Separate files and calls | Basic order records | Complete order and fulfilment tracking |
| Payment Tracking | Scattered records | Manual updates | Payment status and pending payment tracking |
| Customer History | Difficult to find | Partial history | Complete customer timeline |
| Team Visibility | Limited visibility | Basic reports | Real-time dashboard and performance reports |
| Branch Management | Separate data | Limited support | Centralised multi-branch management |
Automatic Lead Capture
Every Enquiry. One CRM. Zero Manual Entry.
When a new enquiry arrives, Netsol CRM can capture it centrally, create the lead, identify the source and make it available to the right sales team.
IndiaMART
TradeIndia
Justdial
Website
WhatsApp
Meta & Google Leads
NETSOL CRMCentral Lead Engine
NEW LEAD
- Company
- ABC Engineering
- Contact
- Rajesh Patel
- Source
- IndiaMART
- Requirement
- Industrial Machine
- Assigned To
- Rahul (Sales)
- Status
- New Lead
End-to-End Process
From First Enquiry to Final Delivery Track Everything.
Enquiry
Captured from any source automatically.
Assignment
Routed to the right salesperson.
Follow-up
Reminders keep every lead active.
Quotation
Pricing, discounts and terms.
Approval
Digital sign-off, no delays.
Order
Confirmed and tracked centrally.
Payment
Status and reminders in one view.
Operations
Production or process tracking.
Dispatch
Ready and shipped status visible.
Installation
Completion confirmed on record.
Customer History
Every interaction saved for later.
Lead Management
Never Lose a Sales Opportunity Again
Every lead - its source, owner, priority and next action - sits in one inbox instead of scattered chats and sheets.
Centralized Lead Inbox
Lead Source Tracking
Automatic Lead Assignment
Salesperson Assignment
Lead Priority
Lead Stage
Follow-up Date
Follow-up Reminders
Notes & Activity
Notes & Activity
Communication History
Lost Lead Reason
Lead Conversion Tracking
New Lead
Contacted
Requirement
Quotation
Negotiation
Won
Lost
Follow-up Management
Your Sales Team Knows Exactly Who to Call Today.
Management sees overdue follow-ups the moment they slip, so fewer opportunities fall through the cracks.
- Follow-up reminders
- Overdue alerts
- Task assignment
- Priority-based lead handling
- Salesperson activity tracking
- Daily follow-up visibility
Quotation & Approval
Faster Quotations. Controlled Approvals.
Management sees overdue follow-ups the moment they slip, so fewer opportunities fall through the cracks.
- Create quotation
- Product selection
- Pricing & discount
- Taxes & terms
- Quotation PDF
- Send quotation
- Revision history
- Discount approval
- Management approval
- Convert to order
Cross-Team Visibility
One CRM. Your Entire Team Connected.
Sales
Manage enquiries, leads, follow-ups and quotations.
Management
Monitor performance and approve important transactions.
Accounts
Track payment approvals, pending payments and financial status.
Product / Operations
Process confirmed orders and update progress.
Dispatch
Track ready orders and dispatch details.
Installation / Service
Manage installation, completion and service activities.
Admin
Control users, roles, permissions and system settings.
Customer
Receives updates and a consistent experience end to end.
For the Owner's Desk
Know What's Happening in Your Business Without Asking Anyone.
Open one dashboard and understand your entire business.
Automation
Let CRM Handle the Repetitive Work.
Automatic Lead Assignment
Routed to the right salesperson by rule.
Follow-up Reminders
Never let a lead go cold.
Overdue Alerts
Flags the moment a follow-up slips.
Approval Notifications
Quotation and discount approvals routed instantly.
Order Notifications
Keeps operations and dispatch in sync.
Payment Reminders
Reduces missed follow-ups on dues.
Task Notifications
Assigned tasks reach the right person.
WhatsApp & Email Alerts
Updates on the channels your team already uses.
Who It's For
Built for Businesses That Need Better Control
Manufacturing
Trading
Distribution
Industrial Equipment
Machinery
B2B Sales
Dealers & Distributors
Service Companies
Multi-Branch Businesses
Project-Based Companies
Built Around You
Not Every Business Works the Same. Your CRM Shouldn't Either.
Netsol IT Solutions configures the CRM around how your business already runs — not the other way around.
Your sales process
Approval hierarchy
Departments
Products
Branches
User roles
Reports & dashboards
Existing software & API integrations
YOUR BUSINESS
AT THE CENTER
AT THE CENTER
Your sales process
Approval hierarchy
Products
Branches
What Changes
What Changes After Implementing Netsol CRM?
Fewer Missed Leads
Faster Follow-ups
Better Sales Visibility
Faster Approvals
Centralized Customer Data
Better Team Accountability
Connected Departments
Real-Time Reporting
Better Customer Experience
More Control for Management
Free Demo
See How CRM Can Work for Your Business
Tell us how you currently manage your business. Our team will show you how the same process can be automated in Netsol CRM.
FAQ
Frequently Asked Questions
What is CRM software?+
CRM (Customer Relationship Management) software is a system that helps businesses capture enquiries, track follow-ups, manage quotations and orders, and keep every customer interaction organised in one place instead of Excel sheets and WhatsApp chats.
Who should use Netsol CRM?+
Netsol CRM is built for Indian SMEs such as manufacturers, traders, distributors, dealers, industrial suppliers and B2B service companies that receive enquiries from multiple sources and manage sales, orders and dispatch manually.
Can Netsol CRM capture IndiaMART leads automatically?+
Yes, Netsol CRM can be configured to capture IndiaMART enquiries automatically through IndiaMART's lead integration so they enter your CRM as soon as they arrive.
Can TradeIndia enquiries be integrated?+
Yes, TradeIndia enquiries can be integrated into Netsol CRM so they are captured centrally along with your other lead sources.
Can website leads automatically enter the CRM?+
Yes, enquiry forms on your website can be connected to Netsol CRM so every submission creates a lead automatically.
Can Meta and Google leads be managed?+
Yes, leads from Meta Ads and Google Ads lead forms can be routed into Netsol CRM and assigned to your sales team.
Can I assign leads to different salespeople?+
Yes, leads can be assigned manually or automatically to specific salespeople or teams based on rules you define, such as source, location or product.
Can managers track salesperson follow-ups?+
Yes, management can see every follow-up scheduled, completed or overdue for each salesperson from a single dashboard.
Does the CRM manage quotations?+
Yes, you can create quotations with products, pricing, discounts and taxes, generate a PDF, track revisions and route them for approval.
Can it manage orders after a lead is converted?+
Yes, once a quotation is approved it can be converted into an order and tracked through approval, payment, processing, dispatch and installation.
Can we track payments?+
Yes, payment status and pending payments can be tracked against each order with reminders for follow-up.
Can we manage dispatch and installation?+
Yes, Netsol CRM can track dispatch status and installation or service completion as part of the order timeline.
Can we customize the CRM for our business process?+
Yes, Netsol IT Solutions configures the CRM around your existing sales process, approval hierarchy, departments and reporting needs rather than asking you to change how you work.
Can multiple branches use the CRM?+
Yes, the CRM can be configured for multi-branch businesses with branch-wise visibility and reporting.
Can we integrate WhatsApp?+
WhatsApp integration for notifications and enquiry capture is possible and can be scoped as part of your CRM implementation.
Can we integrate WhatsApp?+
WhatsApp integration for notifications and enquiry capture is possible and can be scoped as part of your CRM implementation.
Can the CRM integrate with our existing ERP/software?+
Integration with existing ERP, accounting or other business software is evaluated case by case based on the systems involved and is often possible through APIs.
How long does CRM implementation take?+
Timelines depend on how much customisation your process needs. Our team will give you a clear timeline after understanding your requirement during the free demo.
Can we request a demo?+
Yes, you can book a free personalised demo where our team walks through how Netsol CRM would work for your specific business process.
