From enquiry to order to payment, with your ERP in the loop
Capture every lead, follow every deal and send GST-correct quotations that your managers approve. Won quotes become sales orders, collections are followed up, and if you run an ERP, orders and invoices flow both ways.
What is in Vatsin CRM
- Leads with scoring, duplicate checks and capture from your website, WhatsApp and lead portals
- Accounts, contacts and a sales pipeline with stages you set
- GST quotations with approvals, customer acceptance and sales orders
- Sales tasks and follow-ups, tied to the lead, deal or account
- Collections, credit limits and statements
- Field sales: beat plans, visits with GPS check-in, van sales and dealer orders
- Reports, targets, forecasts and your own dashboards
What you can do with Vatsin CRM
Leads
Capture leads from your website, WhatsApp, business cards and lead portals. Each gets a score and a duplicate check.
Lead conversion
Turn a qualified lead into an account, a contact and a deal in one step.
Pipeline
Move deals through stages you define, each with its own win probability and checks before the next stage.
Accounts and contacts
One customer list with GSTIN, state, credit limit, health score and every ticket, quote and order.
Timeline and sales tasks
Calls, meetings, emails, remarks and follow-up tasks on every lead, account and deal.
GST quotations
Per-line GST with CGST, SGST or IGST by place of supply, HSN codes, price lists and versions.
Quote approvals
Discounts and large quotes go to the right manager first.
Customer acceptance
Customers open the quote from a link and accept it online.
Sales orders and collections
An accepted quote becomes a sales order, checked for credit. Payments due are followed up with reminders and statements.
ERP link
Optional: push orders to Business Central and other ERPs and pull customers, items, credit, stock and invoices back.
WhatsApp
Send quotes on WhatsApp and keep customer chats on the deal, from your own business number.
Field sales and dealers
Beat plans, shop visits with GPS check-in, van stock, secondary orders, schemes and loyalty for dealers.
Reports and targets
Pipeline, forecast, conversion and revenue by rep, with targets, contests and your own dashboards.
AI that helps the team
Lead scoring, deal suggestions, follow-up drafts and answers from your own data, on our own AI.
See CRM at work
Screenshots are coming. Book a demo to see it live with your own data.
- Screenshot coming
Pipeline board - Screenshot coming
Lead with score and timeline - Screenshot coming
GST quotation with approval - Screenshot coming
Beat plan and shop visit
Who it is for
Manufacturers and distributors
Quotes and orders that match what is in your ERP, and dealers who order on their own.
B2B sales teams
Every enquiry followed up, every deal on one board.
Field sales
Beats, visits, collections and orders from the phone.
Pricing
Field sales is a plan of its own. Talk to us for team pricing. Prices are in rupees, GST extra.
Add when you need them
- Vatsin Helpdesk, for customer tickets on the account
- Vatsin HRMS, for travel allowance and incentives
Vatsin CRM is also part of Vatsin Workspace
Every Vatsin product in one workspace. Start with CRM and switch on more later, with the same data.
Mobile apps
Android and iPhone apps are on the wayComing soon
Vatsin CRM is getting its own app for Android and iPhone. Until then, everything works in the phone’s browser, and you can add it to the home screen like an app.
Questions people ask
Do we need an ERP to use it?
No. The CRM works on its own. If you use Business Central or another supported ERP, you can connect it later and orders will go into it.
Can our sales team keep their own tasks?
Yes. Sales tasks come with the CRM and stay tied to the lead, deal or account they are about.
Other Vatsin products
Vatsin HRMSLaunch productHR, attendance and payroll for Indian companiesLearn more 
Vatsin Asset ManagerKnow who has what, and what it is worthLearn more 
Vatsin VMSVisitors and gate passes, under controlLearn more 
Vatsin HelpdeskTickets answered on time, every timeLearn more 
Vatsin Task ManagerTasks, projects, workload and timesheetsLearn more 
Vatsin Self Service PortalOne place for every employeeLearn more
See Vatsin CRM with your own data
Book a free demo. We will show you how it works for your company, in your language.