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💼 Billing, CRM & Lead Management

Client leads, quotation follow-up, billing forms, invoice and business tracking.

Billing, CRM & Lead Management

How this helps your client

Useful for service businesses that need to convert enquiries into demo calls, quotations and confirmed projects.

Key features

  • Lead capture from website/chatbot/forms
  • Follow-up status and client notes
  • Quotation and invoice ready records
  • WhatsApp/call action shortcuts
  • Admin dashboard for sales pipeline

Get Project Demo / Quotation

Share your requirement. Our team will call or WhatsApp you.

Deliverables

Fuel registerConsumption dashboardException reportDaily MISExport reports

Every project is planned with requirement, UI flow, database, testing, deployment and support.

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MargSaarthi AIMarathi · Hindi · English Lead Assistant
नमस्कार! मी MargSaarthi AI assistant. Website, software, Transport ERP, GPS Attendance, Inventory, BMS, CRM आणि SEO बद्दल मदत करतो. Requirement किंवा mobile number पाठवा.