India's Smartest CRM Software

Modern CRM Built for High-Performance Sales Teams

Manage leads, automate follow-ups, and close deals faster with ERP Group's unified platform.

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app.erpgroup.com/dashboard
Sales Dashboard
Total Leads
1,240
+12%
Conversion
24.8%
+3.2%
Revenue
₹48L
+8%
Revenue Growth +₹12.4L
 
 
 
 
 
 
 
New Lead — Rahul Gupta · IndiaMart

Trusted by 5,000+ Indian Sales Teams

5,000+

Businesses across India

2L+

Leads Tracked Monthly

60%

Better Follow-up Rate

4.9/5

Average Customer Rating

WhatsApp Integration IndiaMart & JustDial Ready 4.9/5 Google Reviews
Sales Acceleration

Everything you need to close more deals

Powerful features designed to streamline your sales process

Lead Management

Automatically capture, score, and route leads to the right sales rep. Never let a hot lead go cold again.

Sales Pipeline

Visual stage tracker for all your deals. Drag and drop from Lead → Contacted → Demo → Proposal → Won.

Real-time Analytics

Track performance with live dashboards. Rep-wise conversion, source-wise ROI, and revenue forecasts.

Team Collaboration

Work together seamlessly with shared pipelines, notes, and @mentions. Every team member stays in sync.

WhatsApp CRM

India's #1 Sales Channel — Now Inside Your CRM

90% of Indian customers are on WhatsApp. ERPGroup CRM captures leads directly from WhatsApp, sends automated follow-ups, and tracks every deal — without any extra app.

WhatsApp Lead Auto-Capture

When a customer messages on WhatsApp — a lead is automatically created in CRM and assigned to the right rep.

Automated Follow-up Messages

After a demo — an auto WhatsApp is sent: "Any questions? I can help." — without any manual effort from your team.

Quotation & Invoice on WhatsApp

Once a deal closes — a GST invoice is automatically sent via WhatsApp. No email hunting for the customer.

See WhatsApp CRM Demo →
RG
Rahul Gupta
Online · IndiaMart Lead
Hot Lead
Hello, I wanted to know more about your ERP software. What is the price?
2:15 PM ✓✓
ERPGroup Auto-Reply Hello Rahul! Our Starter plan starts at just ₹299/mo. Can I schedule a free demo for you?
2:15 PM
Yes, I need a demo. Tomorrow at 11am?
2:17 PM ✓✓
CRM Auto-Action
Demo scheduled — Tomorrow 11 AM. Assigned to: Amit (Sales Rep). Follow-up reminder set.
Sales Pipeline

Every Deal's Journey — At a Glance

Lead captured, qualified, demo given, proposal sent — see what's happening at every stage, in real time.

1
New Lead
342
Leads this month
WhatsApp — 142
IndiaMart — 98
JustDial — 64
Website — 38
2
Contacted
218
Follow-up done
Auto WhatsApp sent
Call logged
Demo scheduled
3
Proposal Sent
86
Quotes sent
Auto quote on WhatsApp
Viewed by client
Negotiation ongoing
4
Deal Won
42
Closed this month
₹18.4L revenue
Invoice auto-sent
Upsell triggered
342
Leads In
63%
Contact Rate
25%
Proposal Rate
12.3%
Conversion Rate
What's Included

Complete Features of ERP Group's CRM Software

Everything your sales team needs — from lead capture to deal close — all in one place.

WhatsApp Lead Capture

WhatsApp, IndiaMart, JustDial, website — leads auto-captured from all sources. No manual entry needed.

Lead Scoring & Routing

Hot, warm, cold — auto-scored. Best rep auto-assigned based on location, product, or availability.

Visual Pipeline (Kanban)

Drag & drop pipeline — Lead, Contacted, Demo, Proposal, Won. Every deal's status is clearly visible at every stage.

Contact & Company Profile

Complete lead history — calls, WhatsApp, emails, visits, quotes — all in one place. Nothing gets missed.

Auto WhatsApp Follow-up

After demo, after quote — pre-set messages auto-sent. Sales rep doesn't need to do anything manually.

Follow-up Calendar

See all follow-ups for tomorrow in one calendar. Morning reminder on WhatsApp — nothing gets missed.

Cold Lead Re-engagement

No reply in 30 days — auto re-engagement campaign starts. 20% of cold leads convert back to warm.

Auto Quote on WhatsApp

One click after demo — GST quote sent on WhatsApp automatically. No email hunting for the customer.

Rep Performance Report

Every rep's leads, calls, demos, deals — weekly and monthly. Best and worst performer visible at a glance.

Conversion Funnel Report

Lead → Contacted → Demo → Won — conversion rate at every stage. See where leads are dropping off and fix it.

Revenue Forecast

Predict from pipeline value — how much revenue will close this month and next. Plan ahead with confidence.

Source & City Analytics

IndiaMart or WhatsApp — which performs better? Delhi or Mumbai — where are more deals closing? Use data to allocate budget.

Who It's For

CRM Software for Every Type of Indian Sales Team

Whether you're a 3-person sales team or a 300-person enterprise — ERP Group CRM handles lead capture and pipeline the way Indian businesses actually sell.

Real Estate & Property

ERP Group CRM for real estate captures leads from MagicBricks, 99acres, and WhatsApp. Track site visits, schedule follow-ups, and manage broker commissions — all from one pipeline.

Lead Capture Pipeline WhatsApp

Manufacturing & B2B

ERP Group CRM for manufacturers captures IndiaMart and JustDial enquiries, tracks quotation follow-ups, and manages long sales cycles with multi-stage pipelines and team assignment.

IndiaMart Pipeline Quotations

Education & Coaching

ERP Group CRM for education captures enquiries from website forms, Facebook ads, and walk-ins. Automate admission follow-ups, track batch-wise enrollment, and send fee reminders via WhatsApp.

Lead Capture WhatsApp Automation

IT & SaaS Companies

ERP Group CRM for IT companies manages demo bookings, free trial conversions, and subscription renewals. Track MRR, churn risk, and upsell opportunities from one dashboard.

Pipeline Analytics Revenue

Healthcare & Clinics

ERP Group CRM for healthcare tracks patient enquiries, appointment bookings, and treatment follow-ups. Automate reminders for check-ups and lab reports via WhatsApp.

WhatsApp Appointments Follow-ups

D2C & E-commerce

ERP Group CRM for D2C brands tracks abandoned carts, re-engagement campaigns, and repeat purchase follow-ups. WhatsApp-first communication for higher conversion rates.

WhatsApp Re-engagement Analytics
Why Switch

ERP Group vs Salesforce vs Excel / Manual

See exactly what you're missing with your current setup — and what you get the day you switch.

Feature
Salesforce
Enterprise CRM
Excel / Manual
Spreadsheets
★ Recommended
ERPGroup
Lead Management
WhatsApp lead auto-capture
From WhatsApp, IndiaMart, JustDial
Auto lead scoring & routing
Hot, warm, cold — auto-assigned
Visual Kanban pipeline
Drag & drop deal stages
Follow-up & Automation
Auto WhatsApp follow-up
Pre-set messages, zero manual work
 Plugin needed
Cold lead re-engagement
Auto campaign after 30 days
 Limited
Auto GST quote on WhatsApp
One click after demo
Reports & Platform
Real-time rep performance report
Leads, deals, conversion per rep
GST + CRM — one platform
Accounting, Payroll, Inventory included
Ready to switch?
No credit card · Free migration
 Continue paying more Continue losing leads Switch Free Today →
⚠️ Still Using Excel for Sales?

You are losing leads every single day. Switch today.

Without ERP Group
WhatsApp leads lost
Follow-ups missed daily
No visibility on team activity
Revenue forecast — guesswork
With ERP Group
Auto WhatsApp lead capture
Zero missed follow-ups
Real-time team dashboard
Accurate revenue forecast
AK
PS
VN
5,000+ businesses already switched
4.9/5 rating
 
Demo available today

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Common questions

Frequently Asked Questions About ERP Group CRM Software.

ERP Group CRM is a sales CRM software built for Indian businesses. It captures leads from WhatsApp, IndiaMart, JustDial, and website forms — then tracks every deal through a visual pipeline with automated follow-ups.

Yes. When a customer messages your business on WhatsApp, ERP Group CRM automatically creates a lead, assigns it to the right sales rep, and starts tracking the conversation. No manual data entry required.

Yes. ERP Group CRM integrates directly with IndiaMart and JustDial. Enquiries from these platforms are automatically captured as leads in your pipeline, scored, and assigned to the appropriate sales rep.

ERP Group CRM is built for Indian SMBs. It costs a fraction of Salesforce, includes native WhatsApp integration, and connects directly with GST invoicing and accounting — so sales and finance share one platform.

Yes. Generate GST-compliant quotations and send via WhatsApp in one click. When the deal is won, a GST invoice is automatically generated — no need for a separate billing tool.

ERP Group CRM offers flexible pricing based on users and features. No hidden charges, no long-term lock-in. Book a free demo for a customised quote.