The lead-to-cash CRM built for Indian logistics
What's inside
Every desk of the commercial front office
Lead capture & qualification
Source, service, lane and volume captured up front — no lead ages silently.
Opportunity pipeline
Kanban and list views, weighted forecast, stage-wise hand-off to commercial.
GST-ready quotations
Lane-wise rates, SAC codes, IGST/CGST-SGST, TDS 194C, fuel surcharge, approvals.
Task board & escalation
Drag-and-drop tasks with an L1-L3 escalation matrix and outcome-required closure.
Accounts & contacts
Relationship health, verification hand-off and full onboarding trail.
Sales MIS & reports
Funnel, service mix, region pipeline, owner productivity and CSV exports.
Built around your SOP
Sales → Verification → Commercial → Onboarding
- Configurable masters: sources, services, branches, vehicle types, SAC codes, GST states.
- Approval thresholds on discount % and deal value, with a full audit trail on every record.
- No silent closure — every follow-up demands a recorded outcome.
- Live MIS: pipeline by stage, owner and region, plus one-click CSV exports.
Demo credentials
Use any of these logins to explore the CRM. Data is stored locally in your browser.
Admin
Harish Salian · Mumbai
admin
admin@123
Sales Head
Rakesh Menon · Delhi
saleshead
sales@123
Sales Executive
Anita Desai · Chennai
executive
exec@123
Viewer
Vikram Rao · Pune
viewer
view@123