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CRM Software India | Sales & Lead Management | ERPLax
Trusted by 1500+ Businesses • 19+ Years

Custom CRM Software for Sales and Customer Management

Custom CRM software dashboard by ERPLax
+38% FasterLead Response Time
360° ViewEvery Customer

ERPLax provides customizable CRM software that helps businesses manage leads, contacts, enquiries, sales activities, opportunities, quotations, follow-ups and support requests — all on one connected platform, configured around your actual sales workflow.

Lead Management Software Sales Pipeline Management Software Sales Automation Software WhatsApp & Email Sales CRM Software ERP Integration

Request Custom CRM Quote

Tell us about your sales process — we'll respond within 24 hours.

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The Problem

Sales & Customer Management Challenges

Businesses without a structured CRM system run into the same problems, again and again.

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Leads scattered across spreadsheets, notebooks and personal phones

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Enquiries not assigned to the right salesperson in time

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Missed follow-up calls and delayed quotations

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Duplicate customer records and no visibility into deal status

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Customer communication spread across email, calls and messaging apps

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Salespeople leaving without transferring customer history

ERPLax CRM brings it all into one connected platform
New Lead
Ravi Textiles₹2.4L • Today
Delta Foods₹1.1L • 2d ago
Proposal
Orbit Retail₹5.8L • Sent
Won
Nova Pharma₹3.2L • Closed

Live view of a configurable sales pipeline board

Built Around You

Custom CRM Software Built Around Your Sales Process

Every business follows a different process for generating, qualifying and converting leads. A real estate business needs site-visit scheduling. A distributor needs dealer enquiries and price lists. A service company needs proposals and contract renewals.

Generic CRM systems often fail to reflect the actual steps your team follows. ERPLax develops and configures CRM software according to your business process — not the other way around, working as complete sales management software from first enquiry to renewal.

Lead SourcesSales TerritoriesDeal Stages Approval RulesQuotationsRenewals Support Requests
Fundamentals

What Is CRM Software?

CRM stands for customer relationship management — a business application used to organize customer information and manage interactions with prospects and existing customers.

Customer Relationship Management Software

A central place to store leads, contacts, companies, calls, emails, meetings, tasks, opportunities, quotations, orders, complaints and customer history — shared across sales, marketing and support teams as one unified customer management software platform.

Custom CRM Software

Instead of forcing your business to use fixed stages and forms, a custom CRM reflects your lead qualification process, sales stages, terminology, quotation format and reporting requirements.

Whether you need simple contact management software or a complete customer database software platform with sales pipeline management software capabilities, ERPLax scales from crm software for small business teams to enterprise-wide business crm software — making it a dependable CRM for growing businesses at every stage.

Why It Matters

Why Does Your Business Need a CRM System?

01

Centralize Customer Information

One authorized location for contacts, enquiries, conversations, quotations and order history.

02

Respond to Enquiries Faster

New leads assigned automatically by territory, product, branch or salesperson availability.

03

Prevent Missed Follow-Ups

Reminders, tasks and escalations for every pending customer activity.

04

Improve Pipeline Visibility

See how many opportunities sit at each stage and which deals need attention.

05

Standardize the Sales Process

A defined workflow keeps every salesperson following the same qualification-to-close process.

06

Track Lead Sources & Forecast

Identify where enquiries come from and support planning with stage-based forecasts.

Capabilities

Key Features of ERPLax CRM Software

A complete CRM lead management system for capturing, qualifying, converting and retaining customers.

Lead Management

Capture and organize enquiries with source, priority, value and status tracking — complete lead management software for growing sales teams.

Multi-Source Lead Capture

Website forms, calls, WhatsApp, exhibitions, referrals and imported spreadsheets.

Automatic Lead Assignment

Territory, product, branch, source or round-robin rules with manager escalation.

Customer 360° View

Contacts, opportunities, calls, quotations, orders, invoices and support in one screen.

Visual Sales Pipeline

Stage-based board to review deal value, move opportunities and spot bottlenecks.

Calendar & Follow-Ups

Track calls, meetings, demos and site visits with reminders and escalations.

Quotation Management

Products, pricing, tax, discounts, terms, validity and revision history.

Discount & Approval Rules

Configure approvals by quotation value, discount, margin, salesperson or branch.

Sales Workflow Automation

Auto-assign leads, send acknowledgements, escalate inactive deals and notify managers — powered by CRM workflow automation and sales automation software.

WhatsApp & Email Integration

Enquiry acknowledgement, follow-ups, quotation notifications and reminders.

Sales Forecasting

Opportunity value, probability, stage and closing date roll up into forecast reports.

Support Ticket Management

Complaints, priorities, SLA targets, escalations and customer feedback — a dependable customer service CRM for post-sale teams.

Multi-Branch CRM

Branch-level access, central allocation and consolidated performance reports.

Mobile CRM Access

Field teams view leads, update follow-ups, add visit notes and submit quotations using mobile CRM software built for on-the-go sales.

Reports & Dashboards

Lead source, conversion, pipeline value, salesperson performance and renewals.

Role-Based Access

Permissions by module, branch, territory, team or record ownership.

Process

How the CRM Workflow Works

From first enquiry to renewal — a structured, repeatable journey.

1
Capture the Lead

Website, phone, email, WhatsApp or manual entry.

2
Assign the Lead

Routed by branch, territory, product or rule.

3
Qualify Requirement

Budget, timeline, decision-maker recorded.

4
Convert to Opportunity

Contact, account and deal created.

5
Move Through Pipeline

Meeting, demo, proposal, negotiation.

6
Create Quotation

Products, pricing, terms and approval.

7
Win or Lose

Won deals move to order & onboarding.

8
Connect to ERP

Sales order, invoice, delivery, service.

9
Support & Renew

Post-sale tickets and renewal reminders.

Connected

CRM Software Integrations

ERPLax CRM connects with the tools your team already uses.

Website Forms
Ecommerce
ERP Modules
WhatsApp API
Email / SMTP
Telephony
SMS Gateway
Tally Accounts
Payment Gateway
Google Maps
Custom APIs
Deployment

Cloud CRM or Cloud CRM

ERPLax offers a deployment approach based on your business requirements.

Cloud CRM Software

  • Online CRM software accessible across multiple locations
  • Remote sales team access
  • Centralized, automatic updates
  • Scalable infrastructure

Cloud CRM Software

  • Internal server deployment
  • Specific infrastructure controls
  • Local-network access
  • Customized internal policies
Industries

CRM Software for Different Industries

Real Estate
Distribution
Manufacturing
Retail & Ecommerce
Education
Healthcare
Financial Services
Logistics
Why ERPLax

Why Choose ERPLax for Custom CRM Development?

Built on Your Workflow

We study how your team captures, qualifies and converts leads before configuring anything.

Connected ERP Platform

CRM connects with inventory, billing, accounts, ecommerce and service management.

Modular & Scalable

Start with lead and sales management, add marketing, support or ERP modules in phases.

19+ Years, 1500+ Clients

Deep implementation experience across manufacturing, retail, services and distribution.

FAQ

Frequently Asked Questions

CRM software is a system used to store customer information and manage leads, contacts, opportunities, follow-ups, quotations, communications and support activities.

CRM stands for customer relationship management — the processes and software businesses use to manage relationships with prospects and customers.

Custom CRM software is configured or developed according to a company's specific sales stages, fields, workflows, reports and integrations.

CRM mainly manages customer-facing activities such as leads, sales and support. ERP manages broader operations such as inventory, purchasing, production, billing, finance and HRM. ERPLax can connect CRM and ERP modules within one platform.

Yes. Small businesses can start with lead management, contacts, follow-ups, opportunities and quotations. Additional modules can be introduced as the business grows.

Yes. Leads can be assigned according to branch, territory, product, source, salesperson or round-robin rules.

Yes. ERPLax can connect CRM opportunities and quotations with inventory, sales orders, billing, accounts and delivery workflows.

A compatible WhatsApp Business API integration and supported email or SMTP integration can be configured for approved customer communication workflows.

Yes. Support-ticket functionality can be configured for complaints, priorities, assignments, service targets, resolutions and customer feedback.

Yes. ERPLax can provide cloud-based CRM for authorized access across locations. Cloud deployment can also be considered.

Mobile-friendly CRM screens can be configured for leads, contacts, visits, tasks, notes and pipeline updates.

Contact ERPLax at +91 97399 66977 or info@erplax.in. Share the number of users, sales teams, branches, lead sources, pipeline stages and required modules to receive a requirement-based proposal.

Get Started

Build Stronger Customer Relationships with ERPLax CRM

Replace spreadsheets, missed follow-ups and disconnected customer information with CRM software designed around your sales process.

Call +91 97399 66977  •  Email info@erplax.in

Specialized Applications

ERP Solutions Built for Your Industry

Purpose-built & ready to deploy. Hover to explore, click to learn more.

View all modules

Testimonials

What Our Clients Say

Real stories from businesses running their operations on ERPLax.