Products

CRM Software & Client Management

TimeERP CRM is the client and sales module for leads, the sales pipeline, follow-ups, quotations, a customer database, tasks, and a customer portal. It is for teams whose prospects and client history are split across calls, sheets, and inboxes. The figures on the sample board below are a layout preview, not live totals.

Open leads24

Sample layout

Pipeline value₹18.4L

Sample layout

Follow-ups due7

Sample layout

Portal clients112

Sample layout

Interactive sales pipeline

Drag a deal card into another stage, the same mental model as TIME ERP Sales Pipeline forecasting.

Today’s follow-ups

Recent lead activity

Live demo

CRM & Client Desk modules

Features from the Products mega-nav, home CRM card, and Client Desk portal.

Lead Management

Capture, track, and assign leads

Sales Pipeline

Stages, conversion, forecasting

Customer Database

Profiles, groups, custom fields

Follow-ups

Reminders, calls, communications

Quotations

Proposals and cost estimates

Tasks

Assign, track, and close work

Activity Timeline

Calls, emails, meetings, updates

Customer Portal

Documents, requests, messages

Explore CRM : Client Desk in detail

Browse every capability from the Products mega-nav, plus Client Desk workflows from the official CRM guide.

Explore CRM Contact Sales

No features in this group.

What CRM software covers

TimeERP CRM is for teams whose prospects and client history are split across calls, sheets, and inboxes. It does not add marketing automation. Campaigns stay in Marketing, and a site enquiry becomes a lead only when someone records it here.

  1. Capture the lead and move the pipeline

    Lead management records the enquiry. The sales pipeline shows the stage. Follow-ups and the activity timeline show what happened next.

  2. Quote, then keep the client record

    Quotations sit with the deal. The customer database keeps the account after the lead is won. Tasks track the work that still has to happen.

  3. Hand the client to the rest of TimeERP

    A won client can move into project management for delivery, billing software for the invoice, and Document Vault for the papers. The customer portal is the client-facing view of that record.

Connected across TimeERP

CRM works with marketing, documents, billing, and project delivery. It does not replace those modules.

Marketing

Route campaign leads into CRM ownership, stages, and follow-ups.

Document Vault

Share agreements and client files through Client Desk collaboration.

Billing software

Turn a won deal into invoices, receipts, and ledger entries.

Project management

Turn a won client into assigned work, timesheets, and task billing.

Ready to run CRM on TimeERP?

See how leads, pipeline, quotations, follow-ups, and the customer portal work together for your practice.

Book Demo Contact Sales