Cloud-Based CRM Software for Sales Teams

Manage leads, track opportunities, forecast revenue and keep sales in step with production. DotOne CRM is built for B2B and manufacturing sales, where pricing, approvals and delivery matter as much as closing the deal.

  • Lead pipeline
  • Follow-up reminders
  • Quotation approvals
  • Order to invoice

Never lose a lead. Close more of them.

Demo data
Pipeline this month
240Enquiries
162Qualified
96Quoted
41Won
Pipeline value
₹1.24 Cr ▲ 18%
Expected to close: ₹46 L
CRM Agent12 leads have no follow-up in 7 days. Reminders drafted for their owners.
Review Send remindersReminders sent ✓
Follow up today
  1. Shree PolymersQuote sent₹8.2 L
  2. Om IndustriesCall back₹5.6 L
  3. Apex AgroDemo booked₹3.9 L
  4. Nova PlastNew₹2.7 L
Conversion by salesperson
Rahul
46%
Priya
38%
Amit
29%
Neha
52%

Every lead, every quote, every follow-up

Your sales team works from one pipeline on the web and on the phone, linked to orders and invoices.

Leads from every channel

Website, WhatsApp, calls, distributors and field visits land in one structured pipeline.

Quotations with pricing control

Quotes follow your pricing rules. A discount above someone’s limit goes for approval first.

Field visits on the record

GPS visit logs from salespeople on the road appear in the same customer record.

Follow-up reminders

Reminders and tasks keep every conversation moving until the customer decides.

Pipeline by stage

Deal value and stage for every opportunity, so forecasts come from real deals.

Screens show demo data.

Your CRM, in every salesperson’s pocket

Screens show demo data.

Connected to the rest of your ERP

Ask the CRM AI Agent

Keeps the pipeline moving: stale leads, missed follow-ups and next best actions.

See what the agent does
YouWhich leads have had no follow-up this week?
YouShow deals expected to close this month.
YouWhich quotations are waiting for approval?

Frequently asked questions

Is DotOne CRM suitable for manufacturing businesses?

Yes. It is built for long B2B sales cycles, BOM-based pricing and quotations, dealer and distributor sales, and multi-location sales teams.

Can leads from WhatsApp and phone calls go into the CRM?

Yes. Leads from the website, WhatsApp, calls, distributors and field sales are collected in one pipeline.

What happens when a deal is won?

The deal converts into a sales order and then an invoice, and can feed the production plan. See Sales Management for the order side.

What sales automation does DotOne CRM include?

Leads from your website and other sources land in the pipeline without manual entry, follow-up reminders keep every lead moving, quotation discounts are routed for approval, and a won deal converts into a sales order and invoice. Read more in our guide to sales process steps.

Can we track salespeople in the field?

Yes. GPS-based visit logs and activity tracking are available through Field Sales Tracking, linked to the same customer records.

See your sales pipeline in DotOne

In a 30-minute demo we walk through lead capture, quotation approvals and the move from won deal to sales order.