Yes — quotes convert to orders with inventory allocation and GST invoicing in one flow.
ERP module
CRM Module — Customer Relationship Management
Track leads, manage follow-ups, and convert enquiries to sales orders — all connected to inventory and finance.
Empower sales and support teams with India's leading cloud CRM — centralize customer data, automate lead tracking, and drive revenue with pipeline visibility tied to ERP orders and GST invoicing.
Key capabilities
- Lead pipeline with stage tracking and scoring
- Follow-up reminders and activity log
- Quote to sales order conversion
- Customer purchase and payment history
- WhatsApp and email integration
- Territory and team performance dashboards
- Opportunity forecasting
- Service ticket linkage to orders
Desktop
CRM on the go
Field sales capture leads, log follow-ups, and check pipeline status from iOS and Android — even with limited connectivity.
- Lead capture on site
- Follow-up reminders
- Deal tracking anywhere
Mobile app
Lead assigned
Follow-up due
Pipeline view
Deal won
AI-powered CRM
AI-Powered CRM Workflow
From lead capture to deal closure, agents qualify, assign, and follow up — so your team focuses on conversations that convert.
Lead in
Capture leads from forms, campaigns, and referrals.
AI qualify
Score and prioritize every opportunity automatically.
Assign
Route leads to the right rep by territory and load.
Follow-up
Create reminders and schedule next actions.
Engage
Track WhatsApp, email, and call activity in one log.
Won
Convert opportunities into quotes and revenue.
How the CRM module fits your process
Map real approvals and hand-offs — then automate exceptions with agents inside the same audit trail.
CRM path · live
Live pathLead → qualify → quote → order — agents follow up, humans close.
The sales agent can schedule follow-ups and draft messages based on pipeline rules you define.
Yes — Infuro CRM is built for Indian B2B and manufacturing teams with multi-location parties and GST-ready documents.
See the CRM module live
Book a demo and we will walk through crm workflows for your industry.