B2B Sales CRM Software Built for Multi-Source Leads & Automated Follow-Ups
Never lose a lead again. Capture inquiries instantly from WhatsApp, IndiaMART, Facebook Ads, and web forms with automated sales rep assignment and deal pipeline visibility.
Smart Workflow —
Lead to Loyalty,
Simplified.
Everything You Need.
Right Where You Need It.
Navigate seamlessly through the platform. Click below to explore features.
Dashboard Overview
See open deals, won deals, and total revenue for the month at a glance. Your command center for daily sales operations.
Activity Status
Recent Actions
Overview
Powerful CRM Features
Lead Scoring
Score leads automatically based on engagement and fit, focusing on high-potential opportunities.
Communication
Track emails sent, opened, replied, and meetings booked — logged automatically.
Sales Forecasting
Predict expected revenue based on live pipeline stages and historical win rates.
Workflow Automation
Automate repetitive steps like task assignments and welcome emails instantly.
Reports & Dashboards
Real-time win rate, pipeline value, and conversion metrics viewable across teams.
Mobile CRM
Manage leads, deals, and follow-ups on the go with the native mobile app.
WhatsApp & Call Log Automation
Send automated WhatsApp templates on lead assignment, quote creation, and deal updates, while logging call duration and notes from the mobile app.
Lead Capture & Distribution Engine
Auto-fetch leads from IndiaMART, TradeIndia, Facebook/Instagram Ads, Google Ads, and website forms into one central inbox using round-robin distribution rules.
Sales Pipeline &
Deal Management
Track every deal by stage — New Lead, Qualified, Proposal, Negotiation, Won — with percentage-of-pipeline visibility at each step. See open deals, won deals, and total revenue for the month at a glance from the dashboard.
Live Pipeline Stages
Industry Use Cases
Adaptable and powerful CRM solutions tailored to your specific business model.
B2B Sales Teams
Track long sales cycles with multiple stakeholders, using deal-stage automation and follow-up reminders so no opportunity goes cold.
Distribution & Wholesale
Manage dealer and distributor relationships, track order history per account, and automate re-order follow-ups.
Service-Based Businesses
Track service inquiries as leads, convert to deals, and manage the full quote-to-close cycle with task reminders for follow-ups.
Before iNextERP CRM vs. After
- Leads lost in spreadsheets
- No clear follow-ups
- Scattered communication
- Low conversion rates
- No visibility on pipeline
- Manual, time-consuming tasks
- All leads in one place
- Timely follow-ups
- Unified communication
- Higher conversion rates
- Complete pipeline visibility
- Automated & efficient workflows
Connect your sales seamlessly. iNextERP CRM integrates directly with our HRM and works flawlessly with native Integrations.
Frequently Asked Questions
Stronger Relationships.
Higher Conversions.
Join 500+ businesses that trust iNextERP CRM to grow sales and build lasting customer relationships.