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Features

Everything your sales team needs, in one CRM

From the first enquiry to the final invoice — leads, follow-ups, calls, WhatsApp, field work and approvals, built for how Indian businesses sell.

Book Free Demo →See the Field App

The platform

Built around your daily sales work

Eight areas that cover the full journey of a lead.

Lead Management

Every enquiry in one clean record, owned by the right person.

  • ✓Custom lead statuses and custom fields for your process
  • ✓Assign leads to users, teams and products
  • ✓Duplicate phone check within a team
  • ✓Filters that stay saved while you work
  • ✓Bulk upload from CSV with preview and error report
  • ✓Export filtered lists to CSV, Excel or HTML

Follow-ups, Tasks & Notes

The next step is always visible, so leads do not go cold.

  • ✓Follow-up dates with reminders and notifications
  • ✓Tasks, calendar and a My Day view for each rep
  • ✓Notes on leads and customers, with pins and tags
  • ✓Full history of every change, call and note
  • ✓Recent updates page across the team

Calling, WhatsApp, SMS & Email

Talk to customers from inside the CRM and keep a record of it.

  • ✓Click-to-call through your telephony provider, with call logs
  • ✓Send WhatsApp and SMS messages from the lead
  • ✓Email from your own company SMTP
  • ✓Every conversation logged on the lead timeline
  • ✓Internal team chat — direct and group

Teams, Roles & Access

Each person sees exactly what their job needs.

  • ✓12 ready-made roles — admin, manager, sales, legal, finance, viewer and more
  • ✓Teams with their own members and leads
  • ✓Sales see their leads, managers their team, admins the company
  • ✓Read-only viewer role for auditors or partners

Sales → Legal → Finance Workflow

Won deals move forward without email chains.

  • ✓Closed-won deals move to the legal team automatically
  • ✓Legal uploads agreements and approves
  • ✓Finance records invoice, tax invoice and payment
  • ✓Workflow tracker shows where every deal is

Field Team & Attendance

Know what happened in the field, not just in the office.

  • ✓Punch in and out with location
  • ✓Android app for leads, tasks, notes and photos
  • ✓GPS route tracking that works offline
  • ✓Visit check-ins on the route
Explore the Field Sales App →

Customers & Documents

Keep everything after the sale in the same place.

  • ✓Convert won leads into customers
  • ✓Customer notes, activity and onboarding details
  • ✓Documents stored with the lead — legal and finance separately

Analytics & Dashboards

See what is working without building spreadsheets.

  • ✓Dashboards for each role
  • ✓Lead source and status breakdown
  • ✓Pipeline value and team performance
  • ✓Performance view for managers

See GreenCRM with your own workflow

Book a free 30-minute demo. We will set it up around how your team sells — no commitment.

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Book Free Demo →