Lead Management
Capture inquiries, contact details, lead sources, requirements, status, priorities and assigned staff.
CRM Software
Manage Leads, Customers and Business Workflows from One Central System
Praxola develops custom CRM software for businesses that need better control over leads, follow-ups, quotations, clients, projects, payments, staff activities and reports.
Lead Management
Workflow Tracking
Business Reports
CRM Dashboard
Business Activity Overview
New Leads
128
Follow-Ups
46
Quotations
32
Projects
18
Lead Pipeline
Current business opportunities
New Inquiry
82%
Follow-Up
66%
Quotation Sent
48%
Converted
34%
12 Follow-Ups Due Today
Keep sales and client communication on track.
Better Business Visibility
Core CRM Modules
Everything Needed to Manage Customer Relationships and Sales
Our CRM software can be designed around your existing business process instead of forcing your team to follow a generic system.
Follow-Up Management
Record calls, WhatsApp communication, meetings, customer responses, next actions and follow-up dates.
Quotation Management
Prepare quotations, add services, discounts, payment terms, validity dates and quotation status.
Client Management
Maintain complete customer profiles, contacts, documents, projects, communication and payment history.
Project Management
Track projects, milestones, delivery dates, team assignments, progress updates and completion status.
Payment Management
Record advances, instalments, pending amounts, invoices, receipts and project-wise payment details.
Why Your Business Needs CRM
Replace Scattered Records with a Structured Business System
When customer details are spread across notebooks, spreadsheets, phones and messaging applications, important opportunities and follow-ups can be missed.
Keep all lead and customer information in one place
Track every follow-up and next action
Improve quotation and sales conversion visibility
Assign responsibility to staff members
Monitor project and payment progress
Generate accurate management reports
CRM Business Workflow
01
Capture Lead
Record inquiry source, contact and requirement details.
02
Follow Up
Schedule communication and record customer responses.
03
Send Quotation
Prepare pricing, scope and payment terms.
04
Convert Client
Create the customer, project and payment workflow.
05
Deliver and Support
Track progress, completion and ongoing service.
Advanced CRM Features
Built for Better Control, Accountability and Decision-Making
Additional modules can be included based on your team size, business model and daily operational requirements.
Role-Based Access
Control what admins, managers, sales staff, accounts staff and other users can view or update.
Task and Follow-Up Reminders
Highlight overdue and upcoming calls, meetings, payments and assigned activities.
Document Management
Store customer documents, quotations, agreements, project files and payment records.
Lead Source Tracking
Identify which campaigns, referrals, websites or channels generate valuable inquiries.
Management Reports
Review sales pipeline, conversion, staff performance, project status and payment collection.
Mobile-Friendly Access
Use the CRM from desktops, laptops, tablets and mobile devices through a responsive interface.
Activity History
Maintain a timeline of important changes, follow-ups, updates and user activity.
Excel Export
Export selected lead, client, project, payment or report data for further analysis.
CRM for Different Businesses
Custom CRM Software for Your Industry and Workflow
Every business has different lead stages, services, approval processes, project structures and reporting requirements. The CRM can be customised accordingly.
IT and Software Companies
Digital Marketing Agencies
Education and Training Institutes
Professional Service Firms
Real Estate Businesses
Service and Maintenance Companies
Retail and Distribution Businesses
Consulting Organisations
Our CRM Development Process
From Business Study to Development, Training and Support
We first understand your actual process and then build the CRM around the people, records and workflows involved.
Business Process Study
We understand your lead flow, customer journey, staff roles, approvals and reporting needs.
CRM Workflow Planning
We define modules, stages, permissions, fields, statuses and relationships between records.
Interface and Dashboard Design
We create a clear interface for daily work, management review and mobile access.
CRM Development
We develop the modules, validations, automation, reports and role-based controls.
Testing and Data Review
We test workflows, permissions, calculations, reports and sample business scenarios.
Training and Ongoing Support
We guide users, assist with deployment and support future improvements.
Management Reports
Business Performance Summary
Lead Conversion
34%
Quotation Value
Rs. 8.4L
Payments Received
Rs. 5.9L
Reports and Analytics
Turn Daily CRM Data into Useful Business Decisions
Management reports help identify where leads come from, which opportunities are progressing, what payments are pending and where the team needs attention.
Lead source and campaign performance report
Sales funnel and conversion report
Staff-wise follow-up and activity report
Quotation status and value report
Project progress and delivery report
Payment received and pending report
Frequently Asked Questions
Common Questions About Custom CRM Software
CRM scope, development time and cost depend on the number of modules, users, workflows, reports and integrations.
Custom CRM software is developed around your specific lead, customer, sales, project, payment and reporting processes instead of using only fixed generic features.
Yes. Existing data can often be imported after reviewing the columns, data quality, duplicates and required CRM structure.
Yes. Role-based permissions can be configured so users only access the modules and records relevant to their responsibilities.
Yes. Additional modules, reports, integrations and workflow improvements can be planned as the business grows.
Build a CRM Around Your Business
Ready to Organise Leads, Clients, Projects and Payments?
Share your current business process, team structure and reporting requirements with Praxola. We will help plan a practical CRM solution.
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