Most of what makes NCRM fit your process is set up in Settings, on every plan. When you need something genuinely new, our team scopes it, quotes it and builds it into your NCRM.
Standard vs paid
The left column is what you can do yourself in NCRM today. The right column is what we build for you as a separately quoted service.
| Area | Standard: in Settings, every plan Included | Paid customization Quoted |
|---|---|---|
| Custom fields and forms | Add text, number, date, dropdown, multi-select, checkbox, email, phone, URL and long-text fields to leads, customers, quotations and inquiries. | New screens or forms beyond these records. |
| Business-specific workflows | Your own statuses for inquiries, leads, quotes, PIs and sales orders. Multi-step quotation approvals. | Process logic NCRM does not have, such as a site-survey stage with its own documents. |
| Custom modules and data structures | — | New modules and records built around your operations, linked into the existing sales flow. |
| Role-based access | Roles Master controls what each role can see and do, screen by screen. Designations and organizations. | Access rules NCRM’s role model does not cover. |
| Dashboards and reports | Built-in dashboards plus a report builder for leads, customers and quotations. | Dashboards and reports designed for your specific metrics. |
| Documents | PDF templates, numbering series, terms, and email templates for quotations, PIs and orders. | A document layout built to match your existing format exactly. |
| API integrations | Integration Hub: IndiaMART (add-on), TradeIndia, Meta, Google, LinkedIn, Zapier and webhooks. | Integration with your ERP, accounting software or other systems, after a technical assessment. |
| Process automation | Rules that send emails and notifications on lead, quotation, PI, order, payment and approval events. | Automations that need actions NCRM’s rule builder does not offer. |
Configure
Inquiry, lead, quotation, proforma invoice and sales order statuses are masters you add, rename and reorder. Numbering series set the prefix and running number for each document.
Configure
Choose how quotations, proforma invoices and orders look when printed, and which terms and bank details appear. Email templates set the message that goes out with each PDF.
Configure
Define who approves what, and in what order. The Approvals inbox shows each approver what is waiting for them.
Illustrations of NCRM features, simplified for this website. Names and figures are sample data.
Build Your CRM Around Your Business
Nothing is built before you have approved a written scope and estimate.
A few details help us prepare. We reply to arrange a call.
Good to bring along
Next step
Many teams find most of their requirements are covered in Settings. A live demo is the quickest way to find out.
Made in India
Designed, developed & supported in India. Built for businesses worldwide.
