Indian MSMEs lose a significant portion of their enquiries to disorganised follow-up, delayed quotations, and forgotten leads. Profezzo implements CRM systems that capture every enquiry, track every deal, manage debtors, and ensure your sales team never drops the ball.
From the first enquiry to the final payment, every step of your customer management process is tracked, automated, and visible to management in real time.
Enquiries from website forms, phone calls, trade fairs, referrals, and walk-ins all captured in one place. Every lead has an owner, a source, and a follow-up deadline. Nothing is tracked in a personal WhatsApp or a notebook.
Kanban-style pipeline with stages configured to match your actual sales process — Enquiry, Qualified, Quotation Sent, Negotiation, Won, Lost. Management sees the full pipeline value at any moment without asking anyone for a report.
GST-ready quotations generated from the CRM with your company letterhead, correct HSN codes, and proper tax computation. Revision history maintained. Quotation automatically linked to the lead and the eventual sales order.
Outstanding receivables by customer, by ageing bucket (0–30, 31–60, 61–90, 90+), with payment follow-up reminders and collection history. Indian MSME businesses call this debtors management — we build it that way.
Complete customer timeline — every enquiry, every quotation, every order, every payment, every complaint — visible in one screen. Whoever picks up the phone knows the full relationship history before saying hello.
Automatic reminders when a quotation has not been followed up, when a deal has been stagnant for too long, and when a payment is overdue. No deal slips because the salesperson forgot to follow up.
Generic CRM implementations are built for Western SaaS sales teams. Indian manufacturing and trading businesses have different requirements — and we build for those.
We configure outstanding collections the way Indian business owners think about it: party-wise outstanding, age of dues, credit limit utilisation, and overdue follow-up workflows — not abstract accounting journal entries.
Send quotations, payment reminders, and order confirmations via WhatsApp directly from the CRM. Indian customers respond faster on WhatsApp than email. All WhatsApp communication is logged against the customer record.
Every quotation generated from the CRM is GST-compliant — correct HSN/SAC codes, IGST/CGST/SGST split based on customer state, TCS where applicable, and ready to convert to a tax invoice in one click.
We are platform-agnostic. Our recommendation is based on your business size, your existing ERP, and your sales team structure.
Best choice if you are already on ERPNext or plan to implement it. Leads, opportunities, quotations, and sales orders are natively integrated with inventory and accounts. No data silos.
Strong choice for service businesses and businesses with a larger field sales team. Excellent mobile app, strong automation workflows, and deep integration with ZOHO Books for collections management.
Well-suited for businesses already on Odoo ERP. Native integration with inventory and invoicing. Activity-based pipeline management with strong reporting on lead sources and conversion rates.