Every enquiry captured
Phone calls, walk-ins and WhatsApp enquiries become leads your team can't forget.
- One card per customer with full history
- Follow-up reminders that actually remind
- Source tracking — know what brings customers
Excellence CRMEWS Software SolutionsCustomer relationship management
Every enquiry followed up. Every deal tracked.
Excellence CRM keeps your leads, follow-ups, quotations and payments in one clean pipeline — so your team closes more and forgets nothing.
Works alone or inside Excellence ERPGST quotations and invoices built inSet up for you by Excellence staff
What it does
Built for how Indian businesses actually sell.
A pipeline you can read
Lead → Qualified → Proposal → Negotiation → Won. See where every deal stands.
- Drag deals forward as they progress
- Expected value and win probability
- Stale-deal alerts before they go cold
Quote to cash, connected
Send a quotation, get acceptance, convert to a GST invoice in one click.
- Quotations with your branding and GST
- One-click convert to invoice
- Payments and receivables tracked
Follow up where India talks
WhatsApp and email follow-ups straight from the customer card.
- WhatsApp handoff with context
- Email templates for common replies
- Activity log on every deal
Stop losing enquiries to forgotten follow-ups.
Message us on WhatsApp for a live demo with your own sales process. Need stock, GST accounting or payroll too? Excellence CRM is included in every Excellence ERP edition.