From First Lead to Final Payment: Managed in One Place.
MSMEBOT CRM gives your sales team a complete pipeline: leads, quotations, sales orders, dispatch, invoicing, and collections, with WhatsApp and email built in at every stage.
From ₹350 /user/month, billed annually.
The problem
Your sales team is working harder than the numbers show.
Leads come in from five different sources. Quotations get revised three times over WhatsApp. Sales orders are tracked in Excel. Nobody knows which invoice is unpaid. And your managers have no idea where each deal stands without asking individually.
MSMEBOT CRM was built to change that.
Inside the product
What MSMEBOT CRM actually does
Lead Management
- Kanban pipeline view: See every lead by stage (New, Contacted, Qualified, Negotiation, Won, Lost) at a glance.
- Win probability tracking: Quick-set 10%, 60%, or 90% confidence on any lead.
- Lead sources from 5 marketplaces: Auto-import leads from IndiaMART, TradeIndia, JustDial, ExportersIndia, and Facebook Lead Ads.
- Bulk upload & export: Import thousands of leads from a spreadsheet in seconds.
Quotations, Sales Orders & Invoices
- 3-step document wizard: Create quotations, sales orders, and invoices with a guided form, no training required.
- Instant PDF generation: Download a print-ready, GST-compliant PDF for any document in one click.
- Send via WhatsApp or Email: Deliver documents to customers directly from the system, with full message history logged.
- Revisions with version history: Every revision is numbered and tracked; previous versions are always accessible.
- One-click conversion: Convert a quotation into a Sales Order or Proforma Invoice without re-entering a single field.
Order Tracking & Dispatch
- Procurement register: Track vendor PO numbers, vendor invoices, and GST invoice numbers per order line.
- Dispatch register: Record mode, carrier, BOL number, and delivery destination for every shipment.
- Invoice register: Push invoices directly from the Invoice module, with no duplicate data entry.
- Payment reminders: Set credit days per customer and send automated reminders as due dates approach.
Company Overview & Masters
- 360° company view: One click on any company opens a complete view: leads, quotations, sales orders, invoices, activities, and follow-up history.
- Contact & product master: Centralise your customer contacts and product catalog so every document is consistent.
Reports & Analytics
- 8-tab report workspace: Leads, Quotations, Sales Orders, Proforma Invoices, Activities, SP Performance, Stage Pipeline, and Follow-ups, all filterable.
- Order Booking Target vs Achievement: Track how much your team has booked against their monthly target.
- Sales Target vs Invoice Value: Compare billed amounts to targets, by User, Manager, and Region.
- AI Sales Review: Automatically summarise a salesperson's activity and surface insights without manual reporting.
Integrations
Connected to the tools your customers already use
IndiaMART
Leads auto-created from every buyer enquiry.
TradeIndia / JustDial / ExportersIndia
All major B2B marketplaces supported with a single webhook setup.
Facebook Lead Ads via Pabbly
Capture social media leads without manual entry.
Google Form
Convert any web form submission into a CRM lead automatically.
WhatsApp Business (Official & Unofficial)
Send quotations, order confirmations, and payment reminders directly from the CRM.
Google Sheets
Sync field activity expense data for reimbursement without extra tools.
Audience
Designed for every role
FAQ
Frequently asked questions
Can my team use MSMEBOT CRM on mobile?+
Yes. The system is fully accessible from any mobile browser. The lead list, quotation form, and dashboard are all optimised for smaller screens.
Does MSMEBOT CRM support GST invoicing?+
Yes. The Invoice module generates GST-ready PDFs with all required fields: HSN codes, GST rate, IGST/CGST/SGST split, and your company GST number.
How long does it take to get started?+
Most teams are operational within one working day; no installation required, and your admin can add all users, departments, and products from within the system.
Can multiple salespeople use it at the same time?+
Yes. MSMEBOT CRM is a multi-user, cloud-based system. Each salesperson has their own login, and role-based permissions control what each person can see and do.
One platform
Your sales team uses MSMEBOT CRM. Does HR use MSMEBOT HRMS?
Track who's actually in the field, who is late, and who is on leave, all linked to the same employee directory as your CRM.
See how MSMEBOT CRM can work for your sales team.
Request a free demo, or reach us directly on WhatsApp: no pressure, just a straight look at how it fits your team.