Lead Management
Capture, assign, and track every lead from first enquiry to deal closure.
Sales CRM + Field App for Indian BusinessesStop losing leads.
Stop losing leads.
Start closing deals.
GreenCRM helps businesses manage leads, follow-ups, calling, WhatsApp, attendance and field team tracking — on the web and on your sales team's phones.
Web + App
Android app for sales staff
GPS
Route tracking, works offline
12
Ready-made team roles
Live Lead Flow
1→
New Lead
2→
Call
3→
Notes
4→
Follow-up
5✓
Converted
Lead converted in 5 steps — zero manual tracking
📱
Android Sales App
Leads, tasks and photos on the phone
📍
GPS Route Tracking
Saved offline, synced when online
🕒
Attendance
Punch in and out with location
🔒
Secure by Role
Role-based access and audit logs
The Problem
Your sales team is losing deals every day
Without a proper CRM, leads fall through cracks, follow-ups get missed, and revenue walks out the door.
😰
Missed Follow-ups
Important callbacks slip through when reminders live in WhatsApp, sticky notes, and memory.
📊
Excel Chaos
Leads get lost in spreadsheets. No one knows who called whom, or what was discussed.
🔇
No Call Tracking
Sales calls happen but outcomes aren't logged. Managers have zero visibility.
🤷
No Ownership
When 5 people handle leads, nobody knows who's responsible for the next action.
Field Sales App
Your field team's whole day, recorded on their phone
GreenCRM comes with an Android app for your sales staff. Routes and visits are saved to your CRM, and leads and follow-ups stay in sync with the web workspace.
Route on the map
Field staff tap Start tracking and their route is recorded with GPS, with an estimated distance for the day.
Visit check-ins
Mark every client visit with a named Reached check-in, shown in order on the route.
Works without internet
Tracking and check-ins are saved on the phone in encrypted storage and upload when the network returns.
Leads in the pocket
Reps see their leads and tasks, add notes and follow-ups, and attach up to three photos to a lead.
Today's route
TrackingDistance
18.4 km
Visits
3
1
Sharma Traders
10:42 am
2
City Hospital
12:15 pm
3
Metro Builders
3:30 pm
Features
Everything your sales team needs
From lead capture to deal closure — one workspace for your entire sales process.
Follow-up Notes & Calls
Log call outcomes, add notes, and never forget what was discussed.
Smart Reminders
Auto-schedule follow-ups so no lead goes cold. Get notified before deadlines.
Activity Timeline
See every call, note, status change, and task in one chronological view.
Team & Role Access
Assign leads to the right person. Managers see everything, reps see their own.
WhatsApp & Communication
Follow up via WhatsApp, email, and calls — all tracked inside the CRM.
Sales → Legal → Finance
Won deals move to legal for agreements, then to finance for invoices and payment.
Analytics & Dashboards
Lead sources, status breakdown, pipeline value and team performance at a glance.
Bulk Import & Export
Bring leads in from Excel/CSV with a preview, and export filtered lists when you need them.
How It Works
From lead to deal in 5 simple steps
No complexity. No training needed. Your team starts closing deals from day one.
01
New Lead Captured
From website, call, or referral — every enquiry enters the system.
02
Call Connected
One-click calling with auto-logged outcomes and duration.
03
Notes Added
Record what was discussed, customer pain points, and requirements.
04
Follow-up Scheduled
Set the next action with date, time, and auto-reminder.
05
Deal Closed ✓
Lead converts to customer. Full history preserved forever.
Why GreenCRM
Built for how Indian businesses actually sell
Not another complex enterprise tool. GreenCRM is fast, simple, and designed for teams that close deals on calls and WhatsApp.
Lead Pipeline
Call Tracking
WhatsApp CRM
Attendance
Analytics
Multi-product
Sales Teams
Track every lead, call, and follow-up. Never miss a hot prospect again.
Startups
Affordable CRM that grows with you. No enterprise bloat, just what you need.
Field Sales
Android app with GPS route tracking, visit check-ins and attendance with location.
Multi-Branch
Role-based access, team management, and branch-level reporting.
FAQ
Questions teams ask us
Still unsure? Book a demo and we will walk you through it.
What is GreenCRM?+
GreenCRM is a sales CRM built for Indian businesses. It brings leads, follow-ups, calling, WhatsApp, tasks, attendance and field tracking into one workspace, with an Android app for sales staff.
Is there a mobile app for my sales team?+
Yes. Sales staff get an Android app to work on their leads and tasks, add notes and follow-ups, attach photos to leads, and record their field route with GPS.
Does GPS tracking work without internet?+
Yes. Route tracking and visit check-ins are saved on the phone in encrypted storage and upload automatically when the network is back. Tracking starts only when the employee taps Start tracking.
Does GreenCRM support WhatsApp and calling?+
Yes. Your team can call, send WhatsApp messages, SMS and email from inside the CRM, and every conversation is logged on the lead.
Can I import my leads from Excel?+
Yes. Download the template, fill in your leads and upload the CSV. You see a preview before importing and an error report for any row that needs fixing.
Who can see which data?+
Access is role-based. Sales reps see their own leads, managers see their team, and admins see the whole company. Every company's data is kept separate and important actions are recorded in audit logs.
Can deals move from sales to legal and finance?+
Yes. When sales marks a deal as won, it moves to the legal team for agreements and then to finance for invoices and payment, so everyone works from the same record.
How much does GreenCRM cost?+
Pricing depends on your team size and the features you need. Book a free demo or message us on WhatsApp and we will share a plan for your team.
Ready to stop losing leads?
Book a free 30-minute demo. See how GreenCRM fits your team's workflow — no commitment, no credit card.
✓ Live product walkthrough
✓ Custom setup for your team size
✓ Android field app included
✓ No technical knowledge needed