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    Business Software

    CRM — Customer Relationship Management

    Stop losing leads in WhatsApp and notebooks

    The problem

    A customer messages on WhatsApp, someone writes the number in a diary, the salesperson leaves, and the lead is gone. Most Pakistani SMEs lose more deals to forgetting than to price.

    Every lead, follow-up and deal in one place, with reminders so nothing goes cold. Built for how Pakistani sales teams actually work — WhatsApp first, phone second.

    Modules
    6
    Features
    36+
    Typical timeline
    5-12 weeks

    What is included

    Every feature below is in the base system and visible in the demo.

    Lead Management

    Catch every enquiry, no matter where it came from.

    Included

    • Capture leads from your website form automatically
    • Log WhatsApp and phone enquiries in seconds
    • Source tracking — Facebook, Google, referral, walk-in
    • Duplicate detection so one customer is not entered twice
    • Bulk import from Excel or CSV
    • Assign each lead to a salesperson with a due date
    • Search and filter by name, phone, city, source or status

    Add-ons

    • WhatsApp Business API — enquiries land in the CRM by themselves
    • Facebook and Instagram lead-form sync
    • Missed-call capture from your landline or PTCL number
    • Lead scoring so the hottest enquiries sort to the top

    Need something else in this module? Tell us what you need →

    Sales Pipeline

    See exactly where every deal stands, at a glance.

    Included

    • Drag-and-drop stages: New → Contacted → Quoted → Won / Lost
    • Expected value and closing date on every deal
    • Colour warning when a deal has gone quiet
    • Total pipeline value per stage, updated live
    • Filter the board by salesperson, city or source
    • Reason-for-loss captured on every lost deal

    Add-ons

    • Custom stages named the way your business works
    • Approval step before a discount can be given
    • Separate pipelines for different products or branches

    Need something else in this module? Tell us what you need →

    Follow-ups & Reminders

    The module that actually wins the deals.

    Included

    • Set a follow-up date and time on any lead
    • Today's follow-ups on the dashboard the moment you log in
    • Overdue follow-ups highlighted in red
    • Assign a follow-up to a colleague
    • Complete-and-reschedule in one click
    • Full history of every follow-up made

    Add-ons

    • Automatic WhatsApp reminder to the salesperson
    • SMS reminder to the customer before a scheduled call or visit
    • Escalation to the manager when a follow-up is missed twice

    Need something else in this module? Tell us what you need →

    Quotations & Invoices

    Send a professional quote before the customer cools off.

    Included

    • Build a quotation from your product list
    • Your logo and terms on every document
    • Automatic totals with GST or sales tax
    • Send as PDF over WhatsApp or email
    • Convert an accepted quote into an invoice in one click
    • Track which quotes were accepted, rejected or ignored

    Add-ons

    • FBR-compliant tax invoicing
    • Multi-currency for export customers
    • Digital signature and online acceptance by the customer

    Need something else in this module? Tell us what you need →

    Customer History

    Any staff member can pick up where the last one left off.

    Included

    • Every call, message, quote and order on one timeline
    • Notes from any staff member, timestamped
    • Documents and photos attached to the customer
    • Complete purchase history with totals
    • Tags for segmenting — VIP, wholesale, overdue

    Add-ons

    • Call recording attached to the customer record
    • Automatic WhatsApp chat history sync

    Need something else in this module? Tell us what you need →

    Reports & Team Performance

    Know which salesperson, product and channel actually earns.

    Included

    • Sales by person, product, city and source
    • Conversion rate at every pipeline stage
    • Month-on-month revenue trend
    • Leaderboard for the sales team
    • Lost-deal analysis by reason
    • Export any report to Excel

    Add-ons

    • Daily summary delivered to the owner on WhatsApp every evening
    • Target-versus-achieved tracking with commission calculation
    • Custom reports built to your format

    Need something else in this module? Tell us what you need →

    Built for your industry

    Each version has its own modules and vocabulary — not the same system with the labels changed.

    Property CRM

    Every enquiry, site visit and file in one place

    See modules

    Clinic CRM

    Patients, appointments and follow-ups without the register

    See modules

    Admission CRM

    From enquiry to admission to fee, without the register

    See modules

    Order CRM

    COD, returns and courier chaos under control

    See modules

    Restaurant CRM

    Tables, orders and regulars who come back

    See modules

    Shipment CRM

    Every consignment, vehicle and PoD accounted for

    See modules

    Workshop CRM

    Job cards, parts and service reminders that bring cars back

    See modules

    Case CRM

    Cases, hearings and billable hours in one place

    See modules

    Guest CRM

    Bookings, rooms and guests who come back

    See modules

    Travel CRM

    Packages, visas and tickets without the WhatsApp mess

    See modules

    B2B CRM

    Enquiries, samples and contracts through a long sales cycle

    See modules

    Fintech CRM

    KYC, applications and approvals with a clean audit trail

    See modules

    Retail CRM

    Walk-ins who become regulars

    See modules

    Boutique CRM

    Collections, stitching orders and customers' measurements

    See modules

    Agri CRM

    Dealers, seasons and credit that gets recovered

    See modules

    Agency CRM

    Retainers, projects and hours that actually get billed

    See modules

    Also possible on request

    • Territory management for field sales teams
    • Customer self-service portal to check order status
    • Loyalty points and repeat-purchase campaigns
    • Integration with your existing accounting software
    • Urdu interface alongside English
    • WhatsApp Business API — automatic alerts and replies
    • Multi-branch and multi-city setup
    • Android and iOS mobile app
    • Role-based permissions for every staff member
    • Automatic daily backups
    • Import your existing data from Excel or your current software
    • SMS gateway for local networks
    • Any module built specifically for how you work

    Common questions

    Can it capture WhatsApp enquiries automatically?
    Yes, through the WhatsApp Business API. That is an add-on because Meta charges per conversation and the number needs verification, which takes a few days. Without it, staff log WhatsApp enquiries manually in about ten seconds.
    What if we already keep customers in Excel?
    We import it. Send us the file during setup and your existing customers, phone numbers and history are in the CRM on day one.
    Will our salespeople actually use it?
    That depends on how much typing you force on them, which is why the base lead form asks for two fields. We also train your team and stay available for the first month.
    Can we get a module that is not listed here?
    Yes. Most of what we build is a standard system plus two or three things specific to that business. Tell us how you work and we will quote for it.

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