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
Learn CRM best practices to manage leads, track customer interactions, automate sales processes, improve customer relationships, and increase retention and revenue growth for your business.
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.