Capture Google, WhatsApp, website and call leads, then let CRMExpert guide follow-ups, industry workflows, billing and service operations from one dashboard.
CRMExpert positions as a practical ERP SaaS: lead pipeline, agentic AI follow-up, quotations, inventory, invoices, payments, hospital OPD/IPD, gym renewals, recruitment, telecom and legal operations.
Lead intake, assignment rules, statuses, follow-ups, custom fields and activity history.
Products, categories, stock movement, low-stock alerts, purchase and retail order flows.
Invoice workflow, payment records, credit notes, chart of accounts and finance reports.
AI assistant, lead scoring, weekly reports, call dashboards, IVR and recording workflows.
Each pack has focused screens, feature gates and workflows, so buyers see their business process during the first demo.
Patients, OPD appointments, IPD admissions, prescriptions, hospital billing and LIS workflows.
Membership plans, trainer assignment, attendance, payments, renewals and reminder queue.
Employer accounts, jobs, candidates, interviews, offers, resume tracking and placement stages.
Demo pipeline, onboarding, project handoff, support entitlement, usage billing and MRR tracking.
Plan packages, customer queue, SLA disposition, call outcomes and renewal reminders.
Client intake, matter stages, hearings, document checklist, consultation billing and unpaid-fee visibility.
Quotations, sales orders, stock reservation, dispatch, invoices, purchase and reports.
Lead scoring, next-best actions, AI chat, forecasts, outbound safety controls and activity audit trail.
The sales pitch is simple: no more missed Google leads, separate sheets, delayed follow-ups, untracked calls or manual invoices.
Built for owners and managers who want repeatable sales operations, not just a contact list.
Website, WhatsApp, Facebook, calls and manual leads enter the CRM.
Assign owners, track status, schedule follow-ups and create opportunities.
Manage products, stock, purchases, orders and branch-level visibility.
Generate invoice, approve, record payment and monitor finance reports.
Use CRMExpert to capture inbound enquiries, route them to your team and let agentic AI keep follow-ups moving.