CRM Software India | Lead, Sales & WhatsApp CRM

Lead Management

Lead Management Software That Never Lets an Enquiry Slip

Most sales are lost not to competitors but to slow follow-up. NexoraCRM brings every enquiry into one place the moment it arrives, assigns it to the right salesperson and keeps it moving through your sales pipeline until it is won or lost, with a reason.

Leads from website form, WhatsApp, inbound calls, email, REST API and Excel/CSV import
IndiaMART, JustDial and other portal leads through the API or a bulk import with duplicate check
Automatic round-robin assignment, lead score and Hot / Warm / Cold tags
Drag-and-drop lead board: New, Contacted, Qualified, Demo, Quotation, Negotiation, Won
Saved views, bulk actions and a lead code for every enquiry

See It Live

NexoraCRM Kanban lead board with leads in New, Contacted, Qualified and Requirement Collected columns, showing lead score, owner and deal value — Lead Board: drag a card to move a lead to the next stage. Scores and owners are visible at a glance.

Features

CRM Software Features: From First Enquiry to Repeat Business

More than 60 screens across sales, engagement, marketing, service and insights, ready to switch on as your team grows.

Lead Management Software

Capture leads from the website, WhatsApp, calls, email, API and Excel import. Duplicate check, auto-assignment and saved views for every team.

Sales Pipeline & Lead Board

Drag-and-drop Kanban lead board from New to Won, opportunities with probability and a weighted monthly sales forecast.

Lead Scoring

Automatic points for pricing requests, demos, meetings and replies, so reps call hot leads first.

GST Quotation & Invoice Software

Branded GST quotations and tax invoices with HSN/SAC, CGST/SGST/IGST, credit and debit notes, discount approval and online e-sign.

Payments & Quotation to Cash

Record payments against invoices, Razorpay payment links, receipts, bank reconciliation and outstanding with ageing.

WhatsApp & Email CRM

WhatsApp chat and templates, email with tracking, scheduled messages and WhatsApp or email campaigns from the CRM.

Call Tracking & Telecaller CRM

Log or auto-capture calls from cloud telephony, outcomes, talk time and next follow-up for every telecaller.

Follow-ups, Tasks & Calendar

Never miss a call-back: overdue alerts, My Day, reminders on email and WhatsApp, and Google Calendar sync.

Field Sales & Visit Check-in

GPS and selfie check-in at customer sites, time on site, flagged visits and manager review.

Helpdesk Ticketing with SLA

Tickets with response and resolution SLA timers, escalation rules, technician assignment and CSAT ratings.

AMC, Warranty & Renewals

AMC contracts, scheduled visits, warranty tracking, renewal pipeline and a customer health score.

Workflow Automation & Sequences

Ready-made automations and multi-step follow-up sequences that create tasks and messages for you.

Sales Targets & Commission

Monthly targets per salesperson, achievement tracking and commission rules on collections or won deals.

MIS Reports & Analytics

CEO, sales manager and personal MIS, enterprise analytics, 15+ sales reports with Excel/PDF export.

AI Assistant & Anomaly Alerts

Next best action, duplicate finder, message writer, plus alerts for stuck deals, silent leads and SLA breaches.

Security, Roles & DPDP

Roles and permissions, two-factor login, audit log, backups and DPDP data-request handling.

Customer 360

Customer 360: Every Detail About a Customer in One View

Before any call, your team sees the full story: what the customer bought, what they owe, open tickets and every conversation so far. One click to call, email, WhatsApp, add a task, book a meeting or send a quote.

Deal value, received, pending and open tickets at the top
Interaction timeline of calls, emails, WhatsApp, meetings and notes
Contacts, accounts and opportunities linked together
Private customer portal for quotations, invoices and tickets
Health score with reasons for every AMC customer

Quotation to Cash

GST Quotation & Invoice Software Built Into Your CRM

Send a professional GST quotation in minutes, get it approved and signed online, then convert it to a tax invoice and track the payment, without re-typing anything in another billing tool.

Products and services catalogue with HSN/SAC, GST % and default discount
CGST + SGST or IGST worked out automatically from the customer GSTIN
Discount approval rules: big discounts wait for a manager
Online e-sign of quotations with a signing certificate
Invoice, credit note, debit note, receipts and Razorpay payment links
Quotation to Cash tracker and outstanding with ageing buckets

GST quotation PDF generated by NexoraCRM with company GSTIN, place of supply, CGST and SGST tax type, HSN/SAC codes, quantity, rate, taxable value and amount — A real GST quotation PDF from NexoraCRM with HSN/SAC, place of supply and tax breakup.

NexoraCRM helpdesk queue with support tickets sorted by priority, first response and resolution SLA timers, assigned technician and reassign options — Helpdesk Queue: breached first, then at risk, with live SLA timers for every ticket.

Service CRM

Helpdesk Ticketing, SLA & AMC Management Software

After the sale, NexoraCRM keeps customers happy. Support tickets, AMC contracts, warranty and renewals live next to the sales record, so your team sells the renewal before it lapses.

Tickets from email, phone, WhatsApp and the customer portal
First-response and resolution SLA timers with escalation rules
Auto-assign to the technician with the fewest open tickets
CSAT rating link sent after a ticket is resolved
AMC contracts, visits, warranty and a 30 / 60 / 90-day renewal pipeline
Field service jobs with GPS check-in, photos and customer signature

Mobile & Field Sales

Mobile CRM App for Field Sales Teams

Your sales team carries the CRM in their pocket. NexoraCRM installs on Android and iPhone from the browser and works in English or Hindi, so even first-time users pick it up quickly.

Installable mobile app (PWA), no app store needed
Visit check-in with GPS location, selfie and time on site
Flags for outside-site, weak GPS and impossible-travel visits
Log calls, update lead stage and add follow-ups from the field
My Day screen: today's calls, meetings, overdue follow-ups and hot leads
Push-style bell alerts, team chat and approvals on the phone

NexoraCRM mobile CRM app dashboard on a phone showing open leads, hot leads and deals won this month — NexoraCRM on a phone: dashboard, lead board and Customer 360.

NexoraCRM lead board on a mobile phone with lead cards, lead score and Move to stage buttons — NexoraCRM on a phone: dashboard, lead board and Customer 360.

NexoraCRM management MIS report with revenue this month, fiscal year revenue, collection efficiency, outstanding, pipeline value, weighted forecast, revenue trend and receivables ageing charts — Management MIS: CEO, sales manager and personal views of revenue, collections, pipeline and receivables.

Reports & MIS

Sales Reports, MIS & CRM Analytics for Better Decisions

Know what is working without building spreadsheets. NexoraCRM turns daily activity into reports for owners, sales managers and every salesperson.

Revenue, collections, outstanding and collection efficiency
Pipeline, weighted forecast and forecast vs actual
Win rate, sales cycle and conversion by lead source
Team targets, commission liability and call activity
Anomaly alerts for stuck deals, silent leads and big discounts
Custom report builder with Excel, PDF and CSV export

Screenshots

Inside NexoraCRM: Real CRM Software Screens

No mock-ups. These are screens from the live product, captured with demo data. Click any screen to enlarge it.

NexoraCRM lead management screen listing leads with source, lead score, stage, owner and budget, with new, hot and won lead KPI cards — **Lead management**Lead list with source, score, stage and owner, KPI trends, saved views and bulk actions.

NexoraCRM sales pipeline software showing pipeline value, weighted forecast, win rate and a monthly forecast chart — **Sales pipeline & forecast**Weighted forecast by month and a stage summary for every open deal.

NexoraCRM Quotation to Cash tracker showing quotation, approval, acceptance, invoice, payment, receipt and reconciliation steps for each deal — **Quotation to cash**Each deal tracked from quotation to approval, invoice, payment, receipt and reconciliation.

NexoraCRM activity timeline listing upcoming visits, quotations, payment follow-ups and demos with the account card on the right — **Activity timeline**Every call, email, WhatsApp, meeting and note for a customer on one timeline.

NexoraCRM calendar and meetings screen showing the month view with scheduled follow-ups and client meetings — **Calendar & meetings**Meetings and follow-ups in one calendar, with Google Calendar sync.

NexoraCRM call tracking screen with total calls, talk time, calls per day chart and team call summary — **Call tracking**Calls per day, talk time and outcomes per team member, with telephony integration.

NexoraCRM AI assistant ranking leads by score and priority with a recommended next action for each — **AI sales assistant**Priorities, deal forecast, duplicate finder, smart search, message writer and sentiment.

NexoraCRM lead scoring rules with points for pricing requests, demos, meetings and WhatsApp replies, and the top scored leads — **Lead scoring**Points for every action a lead takes, with hot and warm thresholds you set.

NexoraCRM AMC and contract management screen listing annual maintenance contracts with period, value, visits and status — **AMC & contracts**AMC contracts with visits, renewal dates and annual value.

NexoraCRM enterprise sales analytics with forecast by month, forecast vs actual, conversion by lead source and collection ageing — **Enterprise analytics**Forecast vs actual, conversion by source, collection ageing and team targets.

NexoraCRM follow-ups and tasks screen with overdue, due today and next 7 days counters and the follow-up list — **Follow-ups & tasks**Overdue, due today and upcoming follow-ups with one-click Done, +1 day or +7 days.

NexoraCRM GST invoices screen with billed, collected and outstanding totals and invoice list with paid and balance amounts — **GST invoices & payments**Billed, collected and outstanding, with PDF, send and Razorpay payment link.

Company names, contacts and amounts in these screenshots are demo data.

Integrations

CRM Integrations: WhatsApp, Telephony, Payments & More

NexoraCRM connects with the tools Indian businesses already use, and its REST API and webhooks connect with everything else.

WhatsApp Cloud APIExotel, Knowlarity, MyOperatorRazorpay payment linksGoogle Calendar & ICS feedSMTP email & email-to-leadWebsite lead formExcel / CSV import & exportREST API with scoped keysSigned webhooks with retriesERP, Tally & HMS on request

Process

How the NexoraCRM Sales Process Works

1

Capture

Enquiries arrive from your website, WhatsApp, calls, email or imports, are checked for duplicates and assigned.

2

Follow up

Reminders, sequences, calls and WhatsApp move each lead through the pipeline, with scores showing who is hot.

3

Quote & close

Send a GST quotation, get approval and e-sign, convert to invoice and collect payment.

4

Serve & renew

Support tickets with SLA, AMC visits and renewal reminders turn customers into repeat business.

Compare

CRM Software vs Excel and WhatsApp Groups

Task	Excel sheets & WhatsApp groups	NexoraCRM
New enquiries	Copied by hand, some never entered	Captured automatically and assigned
Follow-ups	Depend on memory	Reminders, My Day and overdue alerts
Quotations	Made in Word, GST typed manually	GST quotation PDF in minutes, e-signed online
Payments due	Checked at month end	Outstanding with ageing, payment links
Support	Complaints lost in chats	Tickets with SLA timers and CSAT
Team visibility	Ask each salesperson	Live dashboard, MIS and targets
Data security	Anyone with the file sees everything	Roles, 2FA, audit log and backups

Who It's For

CRM Software for Every Industry in India

Manufacturing & Distributors

Dealer and distributor enquiries, GST quotations, payment follow-up and AMC for installed machines.

Real Estate CRM

Portal and ad leads, site-visit check-in, follow-up sequences and broker commission.

IT & Software Companies

Demo-driven pipeline, subscription renewals, support tickets with SLA and customer portal.

Hospitals & Clinics

Corporate and TPA tie-ups, patient enquiries and equipment AMC. Pairs with our hospital management software.

Education & Coaching

Admission enquiries, counsellor calls, WhatsApp follow-ups and fee payment tracking.

Services & Agencies

Proposals, approvals, retainers, renewals and collections for CA firms, agencies and consultants.

CRM Development

Custom CRM Software Development Company in India

Every business sells a little differently. As a CRM software development company in New Delhi, NexoraSoft customises NexoraCRM to your process or builds a CRM from scratch, with the same ready base of security, reports and integrations.

Your own pipeline stages, fields, forms and layouts
Approval rules, commission plans and role permissions
Integration with your ERP, Tally, HMS, website or app
Your logo, colours and login page (white-label)
Data migration from Excel, Zoho or another CRM
Training, go-live support and AMC from our Delhi team

Custom Software Development

NexoraCRM opportunities and sales pipeline screen with open pipeline value, weighted forecast, won value and win rate, customisable for each business — Pipeline stages, fields and forecasts can be shaped around how your team sells.

Delhi NCR

CRM Software in Delhi NCR and Across India

NexoraSoft is based in Kirti Nagar, New Delhi, and supplies CRM software and support to businesses in Delhi, Noida, Gurgaon, Faridabad and Ghaziabad, and across India. Demos run over video call, so location is never a barrier.

Software company in Delhi Software company in Noida Software company in Gurgaon Software company in Faridabad Software company in Ghaziabad

Ecosystem

Works with the Rest of NexoraSoft

Pair NexoraCRM with NexoraHRMS payroll software, NexoraERP for finance and inventory, NexoraHMS for hospitals, GST billing software and Tally integration services. Read more: benefits of a CRM, CRM vs spreadsheet and best CRM for small business. See pricing or all NexoraSoft products.

Common Questions

CRM Software — FAQ

NexoraCRM is CRM software built in India for sales and service teams. It covers lead management, sales pipeline, follow-ups, GST quotations and invoices, payments, WhatsApp and email, helpdesk tickets, AMC renewals and management reports. It suits small and mid-size businesses, distributors, manufacturers, IT and service companies, real estate, healthcare and education.

Yes. A website lead form, the WhatsApp Cloud API, inbound calls from cloud telephony (Exotel, Knowlarity, MyOperator and similar) and incoming emails create leads automatically. Leads from IndiaMART, JustDial or any other portal can come in through the REST API or an Excel/CSV import with duplicate checking.

Yes. Quotations and tax invoices are generated as branded PDFs with HSN/SAC codes, CGST + SGST or IGST, amount in words and your bank details. Accepted quotations convert to invoices, and credit and debit notes are supported. Customers can e-sign a quotation online.

Yes. You can chat with customers on WhatsApp, use templates, schedule messages and send WhatsApp campaigns. With the WhatsApp Cloud API connected, messages go out automatically; without it, the CRM reminds you at the right time with a ready-to-send chat link.

Yes. NexoraCRM installs on Android and iPhone as a mobile app (PWA) straight from the browser, with no app store needed. Field staff can update leads, log calls, add follow-ups and check in at customer visits with GPS location and a selfie.

Yes. Visit Check-in records GPS location, selfie, distance from the customer site and time on site, and flags suspicious visits such as being outside the site, weak GPS or impossible travel. Managers review visits on one screen.

Yes. The Helpdesk Queue tracks tickets with response and resolution SLA timers, escalation rules, auto-assignment and customer satisfaction (CSAT) ratings. AMC & Contracts and Renewals & Health manage AMC and warranty renewals with reminders and a customer health score.

NexoraCRM is made for Indian businesses out of the box: GST quotations and invoices, WhatsApp, Hindi interface, INR reports and DPDP data-request tools. It runs on your own domain, so your customer data stays with you, and it is supported by our team in New Delhi. It can also be customised to your exact process.

Yes. NexoraCRM has role-based permissions, two-factor login, password policies, session control, IP-aware lock-out, a full audit log and one-click database backup. A Privacy & Data Requests screen handles DPDP Act requests such as data copy, correction and erasure.

Yes. Every user can switch the menus, buttons and labels between English and Hindi from the top bar. Customer data stays as it was typed.

Yes. It has a REST API with per-key permissions, signed webhooks with automatic retries, Razorpay payment links, Google Calendar and a calendar feed for Outlook or iPhone, SMTP email and cloud telephony. We also connect it to ERP, Tally or HMS on request.

NexoraCRM is licensed by the number of users. Cost depends on users, modules and any custom integration. Share your team size on a free demo call and we will give you a clear, fixed quote.

Yes. As a CRM software development company we customise NexoraCRM or build a CRM from scratch: your own pipeline stages, fields, approval rules, reports and integrations. Most setups go live in 1 to 3 weeks.

A standard setup with your users, products, pipeline and data import is usually ready within a few days. Training for the sales and support team is included.

CRM Software in India for Sales, Service & WhatsApp