Rules that act on time. Approvals that happen in order.

Set a rule once: when a lead is created, a quotation is won or a payment arrives, NCRM sends the email or notification. Approval workflows make sure the right person checks a quotation before it goes out.

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Automation

Automation ruleActive

WhenLead created

IfSource is IndiaMARTExpected value ≥ ₹1,00,000

Then→ Send email: Thank you for your inquiry→ Notify: Sales manager

Automation Rules

Problem

Messages that depend on memory

Thank-you emails and manager alerts go out late, or not at all.

Problem

Discounts nobody approved

A quote goes out at a price the owner would not have signed off.

Problem

Managers find out last

Big deals and payments are noticed days later.

No-code rules: when, if, then

Choose a trigger, add conditions on the record’s fields, then pick what happens. Rules can be switched on or off at any time.

Triggers include: lead created, lead assigned, lead status changed, quotation won, proforma invoice created, sales order created, payment received, and approval started, completed or rejected
Actions: send an email, or send an in-app notification
Notification triggers in company settings decide who hears about which event

Automation

Automation ruleActive

WhenLead created

IfSource is IndiaMARTExpected value ≥ ₹1,00,000

Then→ Send email: Thank you for your inquiry→ Notify: Sales manager

Automation Rules

Approval workflows for quotations

Define who must approve what, and in what order. Approvers see pending requests in their Approvals inbox, and approvals and rejections can trigger rules of their own.

Multi-step approval chains
An Approvals inbox for each approver
A pending-approvals badge in the header

Approvals

Quotation approvalQT-1158₹2.10L · discount 12%

Sales executive

Submitted

Sales manager

Approved

Director

Waiting

Rule: discounts above 10% need the director’s approval

Approval Workflows

Illustrations of NCRM features, simplified for this website. Names and figures are sample data.

Workflow example

How it plays out in a real week.

An illustrative example, using the steps NCRM supports.

TriggerA sales rep creates a lead from an exhibition contact.
RuleLead created, with expected revenue of ₹1,00,000 or more.
ActionsThe contact gets your welcome email template, and the sales manager gets an in-app notification.
ApprovalThe rep’s quotation goes to the sales manager for approval before it is sent.

Who it’s for

Business use cases

Owners who want to sign off large quotations
Teams that send the same follow-up emails many times a week
Managers who want to hear about payments and won deals the moment they happen

See It in a Live Demo All features

FAQ

Questions

Do we need a developer to set up rules?

No. Rules are built in Settings by choosing a trigger, conditions and actions.

Can rules send WhatsApp messages?

Not today. Automation rule actions are emails and in-app notifications. If WhatsApp actions matter to you, raise it in your demo and we will tell you honestly what is possible.

Next step

See your own sales process running in NCRM.

Book a live demo. Bring a recent inquiry and a quotation format, and we will walk you through that deal from first contact to payment.

Book a Live Demo Calculate Your Price

Rules that act on time. Approvals that happen in order.

Problems this solves

Messages that depend on memory

Discounts nobody approved

Managers find out last

No-code rules: when, if, then

Approval workflows for quotations

How it plays out in a real week.

Business use cases

Questions

See your own sales process running in NCRM.

Proudly Made in India 🇮🇳

Proudly Made in India