CRM
Lead Scoring and Won/Lost
Prioritise sales with lead scoring in Udyot ERP CRM — a 0–100 score and hot/warm/cool/cold tiers — plus a Won/Lost workflow with lost-reason analytics.
Documentation
CRM
Udyot ERP CRM documentation — leads, opportunities, pipelines, activities, quotations and converting won deals to invoices.
CRM
Quotations and Public Lead Capture
Send quotations and capture website enquiries automatically with Udyot ERP CRM — an embeddable public lead form with built-in anti-spam protection.
CRM
Managing Leads and Opportunities
Capture and manage sales leads in Udyot ERP CRM — contacts, expected value, probability, and a clear pipeline from enquiry to win.
CRM
Sales Pipeline and Activities
Work your sales pipeline in Udyot ERP CRM — drag-and-drop stages, logged activities and tasks, so nothing falls through the cracks.