Sales CRM
Sales CRM for India. A Pipeline That Updates Itself.
Visual pipeline management, AI lead scoring, auto follow-ups, GST quotes, and smart analytics — everything your sales team needs to hit targets consistently.
The problem
Why sales pipelines in India stop reflecting reality
Leads arrive in five different places
IndiaMART, TradeIndia, the website form, WhatsApp and inbound calls all land somewhere different. Someone copies them into a sheet at the end of the day, and the slowest lead has already gone cold.
The pipeline is only as current as the last update
Reps update the CRM when they remember. Managers ask for status in a WhatsApp group instead of reading it off a dashboard, so forecasts are guesses.
Follow-ups depend on memory
Most deals need several touches. Without scheduled sequences the second and third follow-up quietly never happen, and the deal is recorded as lost to price.
Quoting is slow and GST is manual
Cost sheets get rebuilt in Excel for every enquiry and tax is calculated by hand, so a quote takes hours when the buyer is comparing three vendors today.
A sales CRM built for how Indian teams actually sell fixes all four: every lead source lands in one pipeline automatically, AI scores and orders the day, follow-ups fire on their own, and a GST-compliant quote is one click from the deal.
Results that matter
What Teams Gain in Their First 30 Days
How it works
Simple to Start. Powerful to Scale.
Capture every lead
IndiaMART, TradeIndia, web forms, WhatsApp — all leads flow into one pipeline automatically.
AI scores and prioritizes
Hot leads surface first. Your team calls the right prospects at the right time.
Auto follow-up sequences
AI sends follow-ups via WhatsApp, email, and calls. No deal gets forgotten.
Close and track
Generate GST quotes, convert to orders, track AMC renewals — all from one dashboard.
Everything you get
Every Outcome. One Platform.
Lead Management
Never lose a lead again.
Capture from IndiaMART, TradeIndia, web forms, WhatsApp — all in one place with AI scoring.
Deal Pipeline
Always know what's closing.
Visual drag-and-drop pipeline with custom stages. AI forecasts revenue automatically.
Auto Follow-ups
No deal gets forgotten. Ever.
AI schedules and sends follow-ups based on deal stage and buyer behaviour.
Quotes & Orders
GST-compliant quotes in seconds.
Generate professional quotes with tax breakdowns. Convert to orders in one click.
Contact Management
Full customer history at a glance.
Every call, email, meeting, and deal linked to the contact automatically.
Reports & Dashboards
Make better decisions faster.
Real-time dashboards, team performance, revenue forecasts, and custom reports.
Workflow Automation
Automate the repetitive stuff.
Set rules and triggers — lead assignment, status changes, notifications, all automatic.
AMC & Subscriptions
Recurring revenue tracked.
Manage annual maintenance contracts and subscription renewals with auto-reminders.
Mobile App
Your pipeline in your pocket.
Full CRM access from Android — update deals, log calls, check pipeline on the go.
Inside the product
Every Sales CRM Module
These are the actual screens inside NeeN AI Sales CRM — the pipeline from lead to invoice, the built-in dialer, the AI engine, and the reports your sales review runs on.
CRM & Sales
The pipeline itself — lead to contact to deal to money collected.
- Leads
- Contacts
- Customers
- Deals
- Quotes
- Orders
- Invoices
- Products
- AMC
Calling & Lead Capture
Dial from the CRM and capture every lead source without manual entry.
- NeeN AI Dialer
- Auto Dialer
- Call History
- SIM Call History
- Lead Capture
NeeN AI
The AI layer that extracts data and runs outreach on its own.
- NeeN AI Data Engine
- NeeN Autopilot
- NeeN AI Dashboard
Dashboards
Where managers see pipeline health and rep activity in one place.
- Sales Overview
- Pipeline
- Lead Analytics
- Meta Ads
- Activity Reports
- Call Analytics
Activities & Automation
Follow-ups that fire on their own instead of relying on memory.
- Activities
- Calendar
- Auto Follow-up
- Journey Builder
- Journey Logs
Reports
Build your own, or run the standard set every sales review needs.
- Report Builder
- Leads Report
- Contacts Report
- Customers Report
- Deals Report
- Activities Report
- Quotes Report
- Orders Report
- SIM Call Logs
Service Catalog & Visits
For sales teams that also quote services and run on-site visits.
- Service Catalog
- On-Site Visits
- My Visits
Content & Storage
Landing pages and file storage without a separate tool.
- Landing Pages
- Cloud Storage
The difference
Running sales on spreadsheets vs a sales CRM
| What Changes | Without NeeN AI | With NeeN AI |
|---|---|---|
| Lead capture | Copied from portals into Excel, hours later | IndiaMART, TradeIndia, forms & WhatsApp land in the pipeline automatically |
| Who to call first | Whoever is at the top of the list | AI lead scoring surfaces the hot ones first |
| Follow-ups | Remembered, or missed | Scheduled sequences over WhatsApp, email and calls |
| Quotes | Rebuilt in Excel, GST by hand | GST-compliant quote generated from the deal in seconds |
| Pipeline status | Asked for in a WhatsApp group | Live dashboard with stage-wise value and forecast |
| Recurring revenue | AMC renewals tracked in a diary | Renewals and subscriptions with automatic reminders |
Who it's for
Built for Your Industry. Proven Results.
Manufacturing
Challenge
Leads from multiple portals. Manual tracking in Excel.
Solution
Auto-capture from IndiaMART + TradeIndia. Visual pipeline with AI scoring.
IT Services
Challenge
Long sales cycles. Follow-ups get missed between meetings.
Solution
Auto follow-up sequences. Pipeline insights show what's closing this week.
Trading & Distribution
Challenge
Quotes take hours. GST calculations are manual.
Solution
Generate GST-compliant quotes in seconds. Convert to orders in one click.
Feature highlights
What Each Feature Does For You
FAQ
Everything You Need to Know
Your Pipeline Should Work As Hard As Your Team.
Start closing more deals with AI-powered sales management.