Operations

Standard Corevo Module

CRM

Capture every lead. Close every deal. Remember every customer.

100%

Lead visibility

0

Missed follow-ups

1

Unified customer view

Module Overview // CRM

Core capabilities

◎

Visual Pipeline

Kanban and list views of your full sales funnel. Drag and drop leads between stages.

⊙

IndiaMART Integration

Leads from IndiaMART arrive in your CRM automatically no manual copy-paste.

◈

Activity Scheduling

Schedule calls, meetings, and follow-ups directly on lead records with reminders.

Primary Users

Sales ExecutivesSales ManagersBusiness DevelopmentFounders

Deep Dive

Corevo CRM gives your sales team a single place to manage leads from every source IndiaMART, website forms, phone calls, or walk-ins. No more lost sticky notes or forgotten follow-ups.

Every lead flows through a visual pipeline you can customise to match your actual sales process. Activities, emails, and call logs are attached to each record so the full context is always visible.

When a lead converts, it becomes a customer with full history past orders, communications, and outstanding invoices linked in one place.

🏢

Ownership Scope

Company-wide, Unlimited Users

⚡

Deployment Speed

Pre-configured for SME

🛡️

Data Integrity

Fully Auditable Trails

Core Capabilities

Why implement CRM?

◎

Visual Pipeline

Kanban and list views of your full sales funnel. Drag and drop leads between stages.

⊙

IndiaMART Integration

Leads from IndiaMART arrive in your CRM automatically no manual copy-paste.

◈

Activity Scheduling

Schedule calls, meetings, and follow-ups directly on lead records with reminders.

≡

Email & Call Logging

Log all communications against the lead. Team members see the full context instantly.

▦

Sales Forecasting

Probability-weighted pipeline value. See expected revenue by month or quarter.

◷

Lead Scoring

Assign scores based on source, size, and engagement to prioritise your hottest leads.

See CRM working in your context

Book a module-specific walkthrough. We'll focus on your actual workflows.