CRM Module

CRM Software in Nepal — Turn Enquiries into Closed Deals

Capture every lead, rank it automatically, follow up on time and convert the win into a real sales order — without leaving the system your accountants already use.

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Lead capture · pipeline · quotations · follow-ups · See how orders continue the flow

A CRM that ends in a real invoice

In most Nepali businesses the sales pipeline lives in three places: a notebook at the counter, a WhatsApp thread on someone's phone, and an Excel sheet only one person understands. When that person leaves, the pipeline leaves with them. Udyot keeps the entire customer conversation in one auditable system.

Because CRM shares the ledger with accounting, a won deal does not need to be re-entered. The quotation carries its lines, discounts and VAT into a sales order; the customer becomes a ledger party; and the invoice posts to the same books your CA reviews.

Pair the pipeline with Order Management for fulfilment and Services when what you sell is a contract or a repair job.

What is inside the CRM module

Leads with numbers, stages, expected value and probability
Kanban pipeline board plus an all-leads list
Automatic 0–100 lead scoring, ranked hot to cold
Calls, WhatsApp, meetings and visits on one timeline
VAT quotations that convert to orders or invoices
Eight funnel, activity and follow-up reports

Capabilities

From first contact to signed order

Built for teams that sell in person, on the phone and over WhatsApp.

Lead capture from every channel

Walk-ins, referrals, phone enquiries and website forms all land in one list with a source, owner and lead number.

Visual pipeline board

Drag a lead through your own stages and see the whole funnel at a glance. Stage ageing shows what has gone stale.

Automatic lead scoring

A transparent 0–100 score across five factors ranks hot, warm, cool and cold leads, so effort goes where the revenue is.

Activities and tasks

Log the call, the WhatsApp message, the meeting and the site visit, then set a follow-up task with a due date and priority.

Quotations that become orders

Price the quote with discounts and VAT, then convert it to a sales order or invoice. No re-typing, no mismatch.

Funnel reporting

Conversion rate, pipeline value, lost reasons, activity and follow-up ageing — eight reports that expose what is stuck.

How it works

A lead, worked properly

Capture the enquiry

The lead arrives from your website, a referral or a walk-in, with a source and an owner. Nothing sits in a personal phone.

Qualify and rank

The score ranks the lead against every other open deal. Log the first call and set the next follow-up task.

Quote and negotiate

Send a VAT quotation, record the response, and move the stage as the deal progresses. Lost reasons are captured, not lost.

Convert the win

One click turns the quotation into a sales order or invoice and creates the customer ledger. The sales team and the accountant see the same deal.

Pipeline value in rupees, follow-ups in Bikram Sambat

Every lead carries a Nepali rupee value and a BS close date, so the pipeline report is a forecast your owner can read. Quotations apply 13% VAT and the same discount rules as the invoice, which means the number the customer accepts is the number the accountant posts.

Read more about the order-to-delivery flow, or see the complete feature list and pricing.

FAQs

CRM software in Nepal — common questions

What makes Udyot CRM different from a standalone CRM?

A standalone CRM stops at "won". Udyot CRM writes directly into the same system as your accounting and inventory, so the quotation becomes a sales order, the order becomes a delivery note and invoice, and the customer ledger already exists. There is no integration to build and no duplicate data.

How does lead scoring work?

Each open lead gets a rule-based score from 0 to 100 across five factors — such as deal value, stage, activity recency and source quality. Leads are ranked hot, warm, cool or cold, so the sales team knows who to call first instead of working the list top to bottom.

Can leads from my website land in the CRM automatically?

Yes. Udyot exposes a rate-limited, honeypot-protected public lead-capture endpoint. Point your website contact form at it and each enquiry appears in the pipeline with its source, ready for follow-up.

Does the CRM handle quotations with VAT and discounts?

Yes. Quotations are priced with line items, discounts and 13% VAT, then converted to a sales order or a sales invoice in one click. The tax treatment is the same one the accounting module uses, so nothing is re-keyed.

Can I track calls, WhatsApp and site visits?

Yes. Log phone calls, WhatsApp messages, meetings and site visits against a lead, and assign follow-up tasks with due dates and priorities. The activity timeline and follow-up ageing report show what is overdue.

What reports does the CRM include?

Eight built-in reports: conversion rate, sales funnel, activity report, follow-up ageing, pipeline value, lost reasons, stage ageing and top-scoring leads. They answer where revenue is stuck and which salesperson needs help.

Works better together