Every lead followed. Every deal tracked.
Enquiries from every source in one place, assigned to the right salesperson, followed up on time and quoted on WhatsApp. Set up with your data and your team.
01 — Who it's for
For businesses that sell through enquiries, follow-ups and quotations.
Growing sales teams
Five people or more selling: traders, distributors, dealers and service businesses whose sales run on enquiries, calls and quotations.
IT partners
Offer Central360 CRM to the businesses you already look after, on its own or alongside Central360 Backup, as a recurring service.
02 — Where sales leak
Most lost sales aren't lost. They're forgotten.
The enquiry came in. The follow-up didn't. Central360 CRM closes the gaps that cost growing sales teams the most.
Without a CRM: Enquiries arrive on portals, WhatsApp, calls and email, and some are lost for good.
With Central360 CRM: Every enquiry lands in one list, from every source, the moment it arrives.
Without a CRM: Follow-ups depend on someone remembering, so the warm lead goes to a faster competitor.
With Central360 CRM: Follow-ups are scheduled and reminded, and managers can see what slipped.
Without a CRM: Quotations go out and nobody chases them until the customer has already decided.
With Central360 CRM: Quotations are sent on WhatsApp or email and followed up automatically.
Without a CRM: Nobody can say which leads are close, which are stuck or how each person is doing.
With Central360 CRM: Dashboards show the pipeline and team performance at a glance.
03 — Lead distribution
Every lead to the right person. Automatically.
Set the rules once. New leads assign themselves by where they came from, what they want and where they are, or turn by turn across the team, and the salesperson is notified straight away.
- Source
- Product
- Area
- City
- State
- Pin code
- Round robin
- Rule priority
04 — Features
Everything a sales team needs, in one place.
From the first enquiry to the service ticket after the sale.
- Lead capture and historyEnquiries from portals, your website, social and calls in one list, each with its full history.
- Lead distributionEach lead to the right salesperson, automatically, by your rules.
- Lead scoring and nurturingThe most promising leads first, and a plan for the rest.
- Follow-ups, tasks and remindersNobody forgets to call back, and managers know when someone does.
- Quotations and sales ordersQuotations and orders with product photos, sent on WhatsApp in seconds.
- Workflow automationThe routine follow-ups, messages and reminders, done for you.
- CampaignsBulk WhatsApp, SMS and email campaigns, planned ahead.
- Dashboards, reports and targetsWhat's won, what's stuck, and how each person is doing against target.
- Teams, branches and accessEvery branch in one CRM, with each person seeing what they should.
05 — Quotations
Quotations and orders that go out on WhatsApp, and get followed up.
Create a quotation or a sales order with product photos on a computer or a phone, send it as a PDF on WhatsApp or by email, and keep a full history for every customer. Your own branded templates keep every document looking like your business.
- Quotations and sales orders with product photos, as PDFs
- Shared on WhatsApp and email from mobile or PC
- Your own branded PDF templates
- A complete history of quotations and orders per customer
- Automatic quotation follow-ups and quote-to-sale tracking
06 — Mobile app
The CRM in your field team's pocket.
Update a lead after the meeting, message a customer in one tap and mark attendance on site, from the phone.
- Calls and call trackingCalls to and from leads are tracked, and the Android calling app keeps the follow-up history complete.
- Visit tracking and selfie attendanceMeetings and visits are tracked by location, with a selfie check-in for teams that start the day on site.
- Meeting notes and recordingUpdate the lead and add notes straight after a meeting, and record the meeting audio for a reliable reference.
- Quotations and orders on the moveCreate and send a quotation or a sales order from the phone while the customer is still interested.
07 — Integrations
Works with the services you already use.
Lead portals, your website, social pages, calling, WhatsApp, SMS and email: connected, so enquiries and conversations land on the right record.
- IndiaMART
- JustDial
- TradeIndia
- ExportersIndia
- Sulekha
- 99acres
- MagicBricks
- Website forms
- Google Ads
- Google Forms
- Google Calendar
- Exotel
- Ozonetel
- Knowlarity
- MyOperator
- Tata Tele Business Services
- MCube
- TeleCMI
- Interakt
- AiSensy
- Wati
- DoubleTick
- Textlocal
- Gupshup
- BhashSMS
- SendGrid
- Mailchimp
08 — Getting started
We set it up. You start selling.
No blank software to figure out on your own. Our team configures the CRM, brings your data across and trains the people who'll use it.
- 01
A demo with your process
We walk through the CRM using the way your team sells today, and agree what to set up.
- 02
Set up around how you sell
Stages, lead sources, distribution rules, users and roles, configured for your business.
- 03
Your Excel data moved in
Customer and lead lists come across from your spreadsheets, so the team starts with real data.
- 04
Your team trained
On-site or online, for the office and the field team, and the same team stays with you after.
09 — Book a free demo
See Central360 CRM with your own sales process.
- A walkthrough using the way your team sells today
- Lead capture from your own sources, shown live
- How set-up, data import from Excel and training work
- A quote after the demo, with no obligation
- Call
- +91 84481 02450
- Chat on WhatsApp
Free demo
Tell us a little about your team.
10 — FAQ
Common questions about Central360 CRM.
A sales CRM for growing businesses. It brings every enquiry into one place, assigns each lead to the right salesperson, keeps follow-ups on time and sends quotations on WhatsApp and email, on the desk and on the phone.
Businesses with a sales team of five people or more, especially traders, distributors, dealers and other businesses that sell through enquiries, follow-ups and quotations. IT partners can also offer it to their customers.
Yes. Central360 CRM connects to the popular lead portals, your website forms, ads and social pages, so enquiries arrive as leads without copy-paste. The integrations page lists the services it works with.
By rules you set: by source, product, area, city, state or pin code, or turn by turn across a team. You can have several rules in a priority order, and the salesperson is notified when a lead is assigned.
Yes. There are apps for Android and iPhone, plus a calling app for Android. The team can update leads, add meeting notes and record meetings, track visits with selfie check-ins, message customers in one tap and send quotations and sales orders from the phone. Live location tracking is available as an add-on.
Yes. Create a quotation or a sales order with product photos on a computer or a phone, in your own branded template, and send it as a PDF on WhatsApp or by email. The CRM follows quotations up and keeps a full history for each customer.
Book a free demo. We walk through the CRM using the way you sell today, set it up for your team, move your existing customer and lead lists in from Excel, and train your team on-site or online.
Yes. Add users, teams and branches, set roles and decide who can see and change what, down to individual fields and buttons.
Some features depend on the plan you choose, and a few are optional add-ons, such as live location tracking, an Android auto dialer, a WhatsApp chatbot or approval workflows. We confirm exactly what's included during your demo.
It depends on your team size, the features you need and the set-up involved. We share a quote after the demo, built around what you'll actually use.
