NCRM
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Sales, stock, spend and staff. One connected platform.

NCRM covers the full sales cycle, from inquiry to payment received, and the operations around it: products and inventory, expenses, HRMS and payroll, and multiple organizations under one account.

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Inquiry managementSales pipeline & follow-upsQuotations & sales documentsCustomer managementActivitiesProductsLead capture, nurturing & WhatsAppCall tracking & intelligenceProducts & inventoryExpenses & finance operationsHRMSMulti-organizationReports & dashboardsAutomation & notificationsTeam, roles & approvalsIntegrationsCustomizationAI Assistant

Inquiry management

Capture every inquiry, from every source

The problem: Inquiries arrive through IndiaMART, your website, ads, email and phone, and nobody owns them.

One numbered Inquiry list with a source, a status and an owner. Inquiries sync from IndiaMART (add-on) and TradeIndia, post in from your website, or import from CSV.

Inquiries & leads in detail See It in a Live Demo

Sales pipeline & follow-ups

A pipeline your team actually keeps up to date

The problem: Follow-ups depend on memory, and nobody can see which deals have gone quiet.

Leads carry expected revenue, priority, an assignee and a next activity. Status tabs show live counts, and unassigned leads are listed on their own.

How follow-ups work See It in a Live Demo

Quotations & sales documents

Quotation, proforma invoice, order, invoice: no retyping

The problem: Quotes are rebuilt in Word or Excel for each revision, and GST mistakes slip through.

Each document is created from the one before it. Quotation revisions are numbered R1, R2 and so on. Proforma invoices can be partial, and GST, place of supply and your numbering series are applied for you.

Quotations in detail See It in a Live Demo

Customer management

One page that knows everything about a customer

The problem: Answering a customer means opening five files and asking two colleagues.

Customer 360 brings contacts, inquiries, leads, quotations, PIs, orders, invoices, payments, documents and the balance sheet into one screen, with an activity log of calls, emails, notes, meetings and WhatsApp messages.

Customer 360 in detail See It in a Live Demo

Activities

Know what is due today, and what is overdue

The problem: Calls and meetings are planned in diaries that managers can’t see.

Every lead shows its next activity (call, meeting or follow-up email) with a date. The dashboard counts each person’s activities due and overdue, and lists the records that need attention.

Follow-ups in detail See It in a Live Demo

Products

A product master that carries your taxes

The problem: Item names, rates and GST percentages are typed by hand into every quote.

Products with categories, units of measure, GST and TDS rates, images and stock levels with reorder points. Pick them into quotations, and the tax is already right.

See products in quotations See It in a Live Demo

Lead capture, nurturing & WhatsApp

Every channel feeding one follow-up system

The problem: Leads from ads, portals, forms and WhatsApp land in different inboxes, and slow replies lose them.

Native connectors for Meta, Google and LinkedIn lead forms, IndiaMART, TradeIndia, WhatsApp and your website, plus Zapier and webhooks for the rest. Duplicate checks, default owners, source tracking and automation rules keep every lead moving.

Explore Lead Automation See It in a Live Demo

Call tracking & intelligence

Every call connected to the lead it belongs to

The problem: Reps make dozens of calls a day, but the CRM never learns what was said, and missed calls go unanswered.

Log calls with remarks, status and the next follow-up on any lead, inquiry or customer. As an official Callyzer partner, we add team call tracking, recordings, missed calls and call reports, and connect call records to NCRM leads on request.

Explore Call Tracking See It in a Live Demo

Products & inventory

Know what is in stock before you promise a date

The problem: Stock lives in a separate register, so sales quote items that are already out.

Every product carries its SKU, HSN code, GST rate, units, reorder point and reorder quantity. Record stock in, stock out and adjustments with a note, and see what is at or below its reorder point, or out of stock.

Inventory in detail See It in a Live Demo

Expenses & finance operations

Spending approved, collections visible

The problem: Expense claims arrive on WhatsApp, and nobody can say what was approved this month.

Team members record expenses by category. Each one is pending until it is approved or rejected, and a finance summary shows collected revenue, outstanding and overdue invoices, and approved expenses together.

Expenses in detail See It in a Live Demo

HRMS

Your team’s attendance, leave and payroll in the same system

The problem: Leave is approved on chat, attendance is on paper, and salaries are worked out in a spreadsheet.

Employees and departments, daily attendance with check-in and check-out, leave types with balances and approvals, a holiday calendar, and payroll runs that turn salary structures and attendance into payslips.

HRMS in detail See It in a Live Demo

Multi-organization

Several companies or branches, one login

The problem: A group runs two companies and a branch, each in its own software, with separate logins and no shared view.

One NCRM account manages several organizations. Each has its own records, users, numbering and document terms, with data kept separate, and you switch between them without signing in again.

Multi-organization in detail See It in a Live Demo

Reports & dashboards

Owners see the business without asking for an update

The problem: Month-end is the first time anyone sees collections, overdue payments or win rates.

Dashboards for overview, sales and pipeline, invoices and payments, and team. The report builder lets you create and save your own reports on leads, customers and quotations.

Dashboards & reports in detail See It in a Live Demo

Automation & notifications

Let the routine messages send themselves

The problem: Thank-you emails, alerts to managers and payment notifications depend on someone remembering.

Automation rules run when something happens, such as a lead being created or assigned, a quotation won or a payment received. They send an email or an in-app notification, and notification triggers decide who hears about which event.

Automation in detail See It in a Live Demo

Team, roles & approvals

The right people see, change and approve the right things

The problem: Everyone can see everything, and discounts go out without a second look.

Invite users and give each a role and designation. The Roles Master controls access screen by screen, and approval workflows route quotations to the right approver, in order.

Approvals in detail See It in a Live Demo

Integrations

Lead sources connected, not copy-pasted

The problem: Leads from marketplaces and ad campaigns are copied across by hand, late and with typos.

The Integration Hub connects IndiaMART, TradeIndia, Meta, Google and LinkedIn lead forms, Zapier and website webhooks. Each connection maps fields, picks an owner and handles duplicates.

All integrations See It in a Live Demo

Customization

Your fields, your statuses, your documents

The problem: Off-the-shelf CRMs force your process into their screens.

Custom fields on leads, customers, quotations and inquiries. You set your own statuses, numbering series, PDF layouts and email templates. Anything beyond Settings can be built as paid customization.

Customization options See It in a Live Demo

AI Assistant

Help with the judgement calls

The problem: With fifty open leads, it is hard to know which one to call first.

The AI Assistant can score open leads with the reasons behind each score, suggest the next action on a lead that has gone quiet, draft covering emails and read a buyer’s PO to pre-fill an order. Each feature is switched on or off in Settings.

Ask about AI in a demo See It in a Live Demo

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

Next step

Want to see these features with your own data?

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.

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Made in India

Proudly Made in India

Designed, developed & supported in India. Built for businesses worldwide.

How can we help?NCRM team · Neptune Technolab