CRM
CRM and lead management for Indian sales teams
NEXVORIA™ ERP's CRM puts every lead in one pipeline, from IndiaMART, JustDial, Facebook and Instagram lead forms or your website, with the next follow-up always on the calendar and WhatsApp and email templates ready to send.
Because the CRM is part of the ERP, a won deal becomes a quotation, sales order and invoice without retyping, and you can see what each customer actually buys and pays.
The live demo needs no sign-up or password. The free trial needs no card.
What you get
CRM in NEXVORIA™ ERP: what you get
Sales teams in manufacturing, trading, services, agencies and education.
One pipeline
Leads and deals on a visual pipeline, by stage and owner.
Lead sources
IndiaMART, JustDial, Facebook and Instagram lead ads and your website form, arriving by themselves (add-on).
Follow-ups
Reminders and tasks so no lead is forgotten, and follow-up sequences.
WhatsApp and email templates
Send ready messages from your own sender and mailbox.
Win-back
Customers who have gone quiet are listed for a win-back call.
AI lead calls
With KAVYA, every new lead gets a call at the time they choose, and a meeting is booked (add-on).
How it works
How it works in NEXVORIA™
- Connect your lead sources, or add leads by hand.
- Each new lead is assigned an owner and a first follow-up.
- Move deals through the pipeline; reminders keep follow-ups on time.
- Turn a won deal into a quotation, sales order and invoice.
- See win rates, lead sources and customer retention.
Indian compliance built in
- IndiaMART and JustDial enquiries
- WhatsApp messages from your own business sender
- Hinglish AI calls with KAVYA
- Quotations and invoices with GST
Try it now
The live demo opens a private sample company with this feature switched on. No sign-up, no password.
Open the live demoPlans and pricing
Included in Growth, Pro.
Prices are per company, shown per month and billed yearly, plus 18% GST. Every plan includes hosting, backups, updates and support, and the 14-day free trial opens every module.
Starter
₹1,199/ month
₹14,388 billed yearly, plus GST
Not in this plan
3 users · 1 branch
Start a 14-day free trialGrowth
₹2,999/ month
₹35,988 billed yearly, plus GST
Included
10 users · 3 branches · 50 employees on payroll
Start a 14-day free trialPro
₹5,999/ month
₹71,988 billed yearly, plus GST
Included
25 users · 10 branches · 150 employees on payroll
Start a 14-day free trialFAQ
Questions and answers
Can IndiaMART leads come into NEXVORIA™ CRM automatically?
Yes. With the IndiaMART and JustDial leads add-on, enquiries arrive in your CRM by themselves, once, with no copying.
Does it capture Facebook and Instagram leads?
Yes. With the Facebook and Instagram leads add-on, leads from your lead forms arrive in the CRM automatically.
Can I send WhatsApp messages from the CRM?
Yes. WhatsApp templates are part of the CRM, and the WhatsApp messages add-on sends automatic messages from your company's own sender.
Which plans include CRM?
CRM is in the Growth and Pro plans.
Keep exploring
Related features
KAVYA: AI lead calls
KAVYA is an AI voice caller in NEXVORIA™ ERP that calls each new lead at the time they choose, in friendly Hinglish, finds out what they need, books a meeting with you and saves a summary and a hot, warm or cold score in your CRM.
Read more →GST billing, e-Invoice and e-Way Bill
NEXVORIA™ ERP is cloud GST billing software that works out CGST, SGST or IGST on every invoice line, gets the e-Invoice IRN and signed QR code from the invoice screen, and creates the e-Way Bill for goods on the move.
Read more →Integrations and reporting API
NEXVORIA™ ERP connects to email (Gmail, Microsoft 365, any SMTP mailbox), WhatsApp, Razorpay, Google Drive, OneDrive and SharePoint, Power BI, Excel and Google Sheets, lead sources such as IndiaMART and Facebook lead ads, and automation tools through signed webhooks, Zapier, Make and n8n.
Read more →Projects, timesheets and AMC billing
NEXVORIA™ ERP is built for firms that sell time and projects: projects and milestones, weekly timesheets with approvals, retainer, contract and AMC billing, recurring invoices, and the profit of each project.
Read more →See it with your own business in mind.
Open the live demo for your industry with no sign-up, or start a 14-day free trial with every module open.