Kailash CRM centralizes your entire commercial lifecycle in one unified platform. Manage sales leads on an interactive Super Kanban board, generate professional letterhead quotations, automate GST invoices, track operational projects, and deliver a dedicated 24/7 client portal.
No complicated navigation or tabs required. Here is how your sales opportunities look and move across 7 distinct qualification stages with deal scoring, hot/warm/cold temperature badges, and deal sizing.
Guide deals logically through: Unqualified → MQL → SQL → Opportunity → Customer → Closed Won, with quick recovery handling for Closed Lost leads.
Tag leads dynamically as Hot 🔥, Warm ☀️, or Cold ❄️ and assign qualification scores (0–100) so your sales team immediately prioritizes the highest-probability deals.
Classify deals by size: Small, Medium, Large, or Enterprise. Every Kanban column calculates and updates total monetary value (₹) in real time.
Log telephone discussions, follow-up dates, meeting notes, and stage movement history. Every interaction is permanently timestamped with the staff author.
Migrate hundreds of existing prospects from Excel or external marketing lists in one click using our standardized, pre-formatted CSV template with duplicate protection.
When a deal reaches Closed Won, convert the lead directly into an active client record. Automatically trigger a quotation or launch an ongoing project with zero re-entry.
Delays in estimating or pricing mistakes can kill promising sales. Our Quotations Engine empowers your business to generate standardized, letterhead-branded quotations in less than two minutes.
| # | Item Name & Description | HSN | Unit | Qty | Unit Rate | Tax (18%) | Total Amount |
|---|---|---|---|---|---|---|---|
| 1 | Grade SS-304 Heavy Duty Hardware Fitting Corrosion-resistant industrial grade polish |
8302 | Nos | 50 | ₹1,200.00 | ₹10,800.00 | ₹70,800.00 |
| 2 | Precision Calibration & Installation Service On-site technical deployment & fitting |
9987 | Set | 1 | ₹15,000.00 | ₹2,700.00 | ₹17,700.00 |
| Taxable Subtotal: | ₹75,000.00 | ||||||
| GST Total (CGST 9% + SGST 9%): | ₹13,500.00 | ||||||
| Grand Total: | ₹88,500.00 | ||||||
| Amount in Words: Eighty-Eight Thousand Five Hundred Rupees Only | |||||||
Upload your official corporate letterhead in Settings. The system automatically embeds your logo, registration numbers, and letterhead header directly onto all quotations and estimates.
Need to provide a multi-item price schedule without committing to a lump-sum grand total? Toggle the "Include Total" switch off to generate clean rate contract schedules instantly.
Pre-configured bank name, account number, IFSC, and branch details are clearly placed on every quotation so clients have advance information for purchase order clearances.
Whether dealing in physical hardware (Nos, Pcs, Kgs, Bags) or professional services (Hours, Days, Sets), each line item supports dedicated measurement units for clear billing.
Eliminates clerical ambiguity by dynamically parsing the grand total and printing the full figure in formal Indian currency words (Rupees Only) directly below the calculations.
When an estimate is accepted, a single click transfers every line item, HSN code, tax percentage, and client address straight into an official Tax Invoice with no re-entry errors.
Experience smoother team coordination, zero lost opportunities, and complete commercial clarity.
Never let an inquiry slip away. View all deals on an intuitive Super Kanban board across 7 stages. Log phone calls, emails, and notes in one unified history.
Respond to client inquiries with professional PDF estimates within minutes rather than days. Fast quotation delivery establishes authority and elevates deal win rates.
Give your clients a branded online portal to inspect quotation status, download invoices, review contracts, and monitor project deliverables 24/7.
Maintain clear financial oversight: track invoiced revenue, paid realizations, pending receivables, and categorized departmental expenses to safeguard business profit margins.
Your client records, pricing models, profit margins, and supplier agreements remain strictly private and under your complete control. No third-party data tracking.
Set quarterly revenue targets with visual progress meters. Manage formal client agreements with start/expiry dates, renewal alerts, and signed attachment repositories.
Every tool required to run sales, commercial estimating, accounting, and client servicing in harmony.
Practical answers on how Kailash CRM powers your daily business workflow.