Capture and import leads
Create company and contact records or import Excel and CSV leads. Review column matching, validation and duplicate checks before saving new records.
Leads, quotations & follow-up
V-CRM: Customer
Relationship Management
V-CRM connects leads, opportunities, quotations, follow-ups and payment records, keeping the customer journey together from the first enquiry to an accepted offer and customer purchase order.
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WHO IT IS FOR
For sales and business development teams managing company relationships, proposals, customer responses and collection follow-ups.
Give every opportunity a clear next step.
Customer details, quotation versions and follow-up notes often sit in separate inboxes and spreadsheets. V-CRM keeps them against the same company record so the team can see the next action and the history behind it.
SOLUTION SCOPE
Leads, quotations & follow-up
Manage opportunities
Record multiple opportunities for a company, each with its requirements, proposed solution and status. Keep new sales discussions connected to the existing relationship.
Prepare controlled quotations
Build quotations with line items, commercial terms and authentic signatory details. Preview or download PDFs; issued documents retain their snapshots and revisions receive new references.
Follow up and communicate
Record follow-ups and client responses. Send quotation emails through configured SMTP with editable recipients and formatted messages, or record actual external delivery with supporting comments.
Track POs and received payments
Link customer purchase orders to accepted quotations, attach PO documents and record payments received. Retain corrections and void reasons while reviewing outstanding amounts separately by currency.
Review the pipeline
Use dashboard reminders, quotation status charts and CSV reports to review leads, conversions, POs and collections. Figures come from saved records, with currency amounts kept separate.
HOW IT WORKS
V-CRM workflow
- 01Capture
Create or import a lead and record the opportunity.
- 02Propose
Prepare, review and issue a quotation.
- 03Follow up
Record communication and the customer’s response.
- 04Track
Link the accepted offer to POs and received payments.
Workflow, supported features and deployment requirements are agreed for your implementation.
PLAN YOUR DEMONSTRATION
What should a V-CRM demonstration include?
Take a lead through an opportunity, quotation, revision and confirmed acceptance. Add a customer PO and a received payment, then review follow-up reminders, document history and outstanding amounts.
Bring these details to the discussion
- Your lead sources and existing contact lists
- Quotation templates, commercial terms and signatories
- Follow-up process, email configuration and PO/payment reporting needs
V-CRM: frequently asked questions
Can V-CRM import our existing lead list?
Yes. Excel and UTF-8 CSV imports provide column mapping, preview, validation and duplicate review before confirmation. Existing company records are not overwritten by the import.
What happens when a quotation is accepted?
An explicitly confirmed acceptance converts the same company record to Customer. Its history remains available, and a customer PO and received payments can be recorded against the accepted quote.
Can issued quotations be changed?
Issued quotations retain their original document and client/signatory snapshots. Changes use a new revision with a new reference linked to the earlier quotation. Unsent, unlocked drafts can be edited.
Does V-CRM send emails automatically?
Quotation delivery uses a configured SMTP connection and user-controlled sending. SMTP acceptance does not guarantee inbox delivery. Uncertain sends need reconciliation before retrying; dashboard reminders do not require a scheduler.
Does payment tracking collect money or replace accounting?
It records received payments and outstanding PO amounts for follow-up. It does not itself collect payments or replace the accounting system.
Who is the current application designed for?
The supplied application supports a small administrator team. Discuss user access, expected volumes, hosting, backup and email requirements before a wider deployment.
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DISCUSS YOUR REQUIREMENTS
Share your process, current systems and priorities. Talk to VEERA