• banner

Sales FunnelCRM is a Startup India Business CRM for Sales & after Sales Support to set up custom rules and comes with sales force automation to help you and your team be more productive. By using rules, you can set your CRM software to automatically perform a specific action based on triggers or events, such as these:

  • When a potential customer fills out a contact form on your website, the CRM software automatically directs the message to the right sales representative or department.
  • When a sales representative makes calls or sends messages to a contact, the CRM software automatically logs hours and keeps track of all communications.
  • As sales representatives complete tasks, the CRM software automatically reports them to supervisors and upper management for performance reports.
  • Workflow automation features can also take the time and legwork out of tedious sales tasks, such as order processing, order tracking and inventory control.

  • banner

Sales FunnelCRM

Key Module’s

Sales FunnelCRM supports a number of different aspects of Sales Force Automation.

• Manage leads end-to-end (from creating leads to converting them into opportunities) Capture leads directly from your Web site and transfer them to Sales FunnelCRM
• Customize online lead form as per your organization requirements
• Import leads from external sources, such as trade shows, seminars, direct mail, etc
• Qualify leads to next stage based on information captured in lead details
• Convert leads into sales opportunities, accounts, and contacts with a single click
• Lead conversion mapping for all the custom fields
• Export leads to spreadsheet software, such as Microsoft Excel


• Track all accounts and related contacts, opportunities, cases, and other details from a common repository
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up-selling and cross selling
• Create fully customizable account reports
• Export accounts to spreadsheet software, such as Microsoft Excel
• Attach customer-specific documents to accounts for a quick reference in future


• Track all sales opportunities end-to-end in a sales cycle
• Associate opportunities with accounts, contacts, activities, and other modules to have better visibility on the opportunities
• Generate quotes, sales orders, and invoices from the potentials
• Create fully customizable opportunity reports
• Export opportunities to spreadsheet software, such as Microsoft Excel etc.


• Track all contacts and related opportunities, cases, activities, and other details from a common repository
• Create the hierarchy of contacts within a company to have better coordination while dealing with customers
• Export contacts to spreadsheet software, such as Microsoft Excel, etc.


• Add all important customer-related e-mails to Sales FunnelCRM for quick reference in future
• Store all the details of customer meetings and calls in an intuitive calendar
• Manage daily tasks of the Sales FunnelCRM users to have a streamlined sales process


• Track all trouble tickets related to customers end-to-end as per the organization's customer support
• Associate trouble tickets with accounts, contacts, products, and others to have better visibility
• Create fully customizable list views as per the Support person's requirement
• Provide solutions to the trouble tickets submitted through Customer Portal
• Automatically update the status of tickets through E-mail
• Create fully customizable ticket reports
• Create customer support statistics to help the managers to plan for better customer support.
• Create custom fields as per your organization's requirements.


• Manage organization-wide products
• Associate products with other modules for a better 360 degrees view
• Create custom product fields as per your organization's requirements
• Attach product-specific documents, such as collateral, license agreements, and others
• Upload product images for easy identification
• Export product details to spreadsheet software.
• Create Price Books as per customer segment and associate products with Price Books
• Procure products from the selected vendors list


• Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
• Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
• Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service
• Once the Sales Order is accepted, create an Invoice from Sales Order with a single click
• Periodically notify the stock position to the parties concerned in your organization


• Pre-build reports for sales force automation
• Sales pipeline analysis by stage
• Monthly Sales pipeline analysis
• Sales opportunities by lead source
• Drill-down the dashboards by time and opportunity stage

Know how we can help you get better results
for your streamline business organization

Here’s how Sales FunnelCRM Mobile App delivers results

  • Business Rules Engines

    Sales FunnelCRM Mobile App use your business rules engines to organize and align customer data to the specific quality metrics you’re held accountable for.

  • Identify Data Analyze

    Sales FunnelCRM Mobile App analyze customer data to identify and manage the most effective means for engaging different types of customers.

  • Consolidate Transforming Customer Accounts

    Sales FunnelCRM Mobile App transform your customer data into a single click and consolidated workflow for sales teams, intraction and communication details with the number of orders and sales pipeline

  • Customize Analytics Report

    Sales FunnelCRM Mobile App provide customized dashboards and analytics report to track and manage your sales and service support utilization, and outcomes.


Know how we can help you get better results
for your streamlibe business organization

About Us

Sales FunnelCRM is a growing business software solution in Noida, Delhi NCR, India. We have been committed to delivering high-quality software deployment services to independent software vendors and the enterprise by leveraging the best-in-class processes and technologies.

As a reliable partner, we always believe all of our clients get the best ROI on their investment. We are not only for software sales but we are also a software trade & business consulting firm. Where we believe that before starting any development and deployment, we ensure that we understand client business processes and their vision and goal. So we can design and develop the solutions to meet their vision and goal.

Since our incorporation, we have had the privilege to work with diversified industries like Small, Mid, and Large Business Enterprises, Traders, Tours & Travel, Hospitality, Automotive, Engineering, Manufacturing, Education, Healthcare, etc.