OCRM: Sales CRM Software for Small Businesses in India
OCRM helps Indian startups and SMEs manage their sales process from one centralized platform. Capture enquiries from websites, WhatsApp, IndiaMART, referrals, exhibitions and social channels, assign leads to the right sales team, track opportunities, manage quotations and stay on top of follow-ups.
- Capture More Sales Opportunities
- Automate Sales Follow-ups
- Track Every Sales Pipeline
- Close Deals Faster
Why Indian Businesses Need Sales CRM Software
For many startups and SMEs in India, sales enquiries come from different sources and are often managed through spreadsheets, emails, messaging apps and individual follow-ups. As the sales team grows, this can make it difficult to know which leads need attention, which quotations are pending and where each opportunity stands.
OCRM brings these sales activities together so your team can manage enquiries, follow-ups, quotations and opportunities from one place.
Manage Leads from Multiple Sources
Your sales enquiries may come through your website, WhatsApp, IndiaMART, referrals, exhibitions, social media and other channels. OCRM helps bring these leads into one centralized platform so your team can assign, track and manage every enquiry.
Business Impact : Reduce missed enquiries and help your sales team respond to opportunities on time.
Stay on Top of Sales Follow-ups
When follow-ups are managed manually, important prospects can easily be missed. OCRM helps sales teams organize follow-ups and sales activities so that opportunities continue moving through the sales process.
Business Impact : Keep prospects engaged and reduce missed sales opportunities.
Get Clear Sales Pipeline Visibility
When sales opportunities are spread across different tools, managers may struggle to understand what is happening across the sales pipeline. OCRM provides visibility into lead stages, opportunities, pending activities and sales progress.
Business Impact : Give managers a clearer view of sales activities and upcoming opportunities.
Keep Customer Information in One Place
Customer details, communications, quotations, documents and sales activities can become scattered across spreadsheets, emails and messaging applications. OCRM keeps important customer and sales information centralized for easier access and collaboration.
Business Impact : Help sales teams work with accurate customer information and spend less time searching for updates.
Manage Quotations Faster
Preparing and tracking quotations manually can slow down customer responses and make it difficult to maintain quotation history. OCRM helps sales teams create quotations, maintain quotation records and connect them with the relevant customer and sales opportunity.
Business Impact : Respond faster to quotation requests and keep sales negotiations organized.
Understand Sales Team Performance
Sales managers need visibility into team activities, pipeline progress, conversion rates and pending follow-ups. OCRM provides dashboards and reports to help managers monitor sales performance from one place.
Business Impact : Make sales planning and team management easier with clear performance information.
Every feature your team needs. Nothing they don't.
Built across 15+ powerful modules — each one solving a real daily challenge for Indian sales teams, managers, and business owners.
Lead Management Software
Capture, Track, and Convert Leads Faster
Every lead — from your website, IndiaMART, WhatsApp, or a business card scan — lands in one place. Your team gets alerted, assigned, and moving within minutes of a new enquiry.
- Capture leads from multiple sources — website forms, IndiaMART, social media, WhatsApp
- Scan visiting cards to add leads instantly on the go
- Assign leads to specific sales reps with ownership tracking
- Track lead status — Hot, Warm, Cold, Won, Lost — at every stage
- Convert qualified leads into customers with one click
- Full lifecycle visibility — from first enquiry to deal closure
Multi-source capture
Leads from WhatsApp, website, IndiaMART flow into one dashboard automatically
Card scan to lead
Point your phone camera at a business card — lead is created in seconds
Real-time status
Color-coded lead potential: Hot, Warm, Cold, Ultra Cold, Won — always visible
One-click conversion
Turn a won lead into a full customer record without re-entering any data
Faster lead response time · Improved conversion rates · Full sales visibility
Customer Management Software
Manage Customer Relationships from First Contact to Repeat Business
Keep every customer interaction, document, quotation, payment, and communication history in one place. OCRM helps businesses build stronger customer relationships while giving teams complete visibility into every account.
- Maintain a centralized customer database
- View complete customer interaction history
- Track quotations, payments, and support tickets
- Store customer documents and communication records
- Segment customers for targeted follow-ups
- Access customer information instantly across teams
360° Customer View
See every call, meeting, quotation, payment, and support ticket from a single customer profile.
Customer Timeline
Track every interaction from the first enquiry to ongoing support.
Shared Visibility
Sales, support, and management teams access the same customer information.
Relationship Tracking
Never lose important customer details, commitments, or follow-up history.
Better customer relationships · Improved retention · Complete customer visibility
Sales Pipeline Management Software
Track Every Opportunity and Close More Deals
See your entire sales operation on one screen. Know which deals are moving, which are stuck, and where your revenue is coming from — without asking your team for updates.
- Visual pipeline — see every deal and its current stage at a glance
- Stage-wise deal progression — move deals through custom stages that match your actual sales process
- Opportunity management — track deal value, probability, and expected close date
- Revenue forecasting — know next month's likely revenue today
- Sales performance monitoring — track rep-wise targets and conversion rates
Pipeline dashboard
See total leads (275+), active vs lost, and lead potential distribution — all live
Revenue forecast
Total revenue tracked: ₹148Cr+ across all orgs on the platform
Stage-wise tracking
Custom stages match your actual sales cycle — not a generic template from a US market
Win/loss tracking
110 won leads out of 275 — know your exact conversion rate at any time
Better forecast accuracy · Increased visibility · Enhanced sales productivity
Task & Activity Management Software
Never Miss a Follow-Up or Sales Activity
No lead ever goes cold because someone forgot to follow up. OCRM creates tasks, sends reminders, and logs every call and meeting — so your team is always one step ahead.
- Create and assign tasks to any team member against any lead or customer
- Automated follow-up reminders — the system nudges your team before a lead goes cold
- Complete activity tracking — calls made, emails sent, meetings held, all logged
- Meeting scheduling — book and track client meetings from inside the CRM
- Call and email logging — a full record of how every deal was nurtured
Task assignment
Manager assigns follow-up to rep with a due date — rep gets notified instantly
Smart reminders
Automatic alerts for overdue follow-ups so no hot lead ever goes cold
Activity log
Every call, email, and visit auto-logged so the whole team knows what happened
Meeting scheduling
Schedule client meetings inside the CRM with calendar sync — no separate tool needed
Better team accountability · No missed follow-ups · Increased operational efficiency
Quotation & Proposal Management Software
Create, Send, and Track Sales Quotations
Stop creating quotations in Word and sending them over WhatsApp. Build, send, and track professional quotations right inside OCRM — and know exactly when a client opens it.
- Create branded, professional quotations in minutes — not hours
- Manage proposals and pricing with version control — no confusion about which quote is final
- Track quotation status — Draft, Sent, Viewed, Approved, Rejected
- Approval workflows — get internal sign-off before a quote goes to the client
- Linked to Razorpay — client can pay directly from the quotation
Professional templates
Ready-made templates with your logo, GST number, and payment terms pre-filled
Status tracking
Know when the client opened your quote — and follow up at exactly the right moment
Approval flow
Route quotes through manager approval before they reach the client
Razorpay linked
Client clicks "Pay Now" on the quotation and pays via UPI, card, or net banking
Faster quotation turnaround · Fewer errors · Better client experience
Call Tracking Software
Track Customer Calls and Sales Conversations
Track every customer conversation and maintain a complete communication history. OCRM records call activities, helping sales and support teams stay informed and accountable.
- Log incoming and outgoing customer calls
- Maintain complete communication history
- Track call outcomes and follow-up actions
- Monitor sales and support team activities
- Improve customer engagement with accurate interaction records
Call history
View all customer calls from a single customer profile
Follow-up tracking
Create tasks directly from call discussions
Team visibility
Managers can monitor communication activities across teams
Customer context
Know previous conversations before making the next call
Better communication tracking · Improved customer service · Complete interaction visibility
Customer Support Ticket Management Software
Manage Customer Queries and Support Requests
When something goes wrong for a customer, OCRM makes sure it gets fixed fast. Tickets are raised, assigned, escalated, and resolved — all tracked in one place.
- Ticket creation and tracking — every customer complaint gets a unique ticket ID
- Issue escalation workflows — unresolved tickets automatically escalate to the right person
- Customer service monitoring — see average resolution time and open ticket count at a glance
- Resolution tracking — close the loop and confirm customer satisfaction before marking resolved
Ticket system
Raise, assign, and track every support request with a status — Open, In Progress, Resolved
Auto-escalation
Tickets unresolved beyond SLA automatically escalate to senior staff — no manual chasing
Resolution tracking
Full trail from ticket raised to issue closed — useful for accountability and audits
Support dashboard
See open tickets, average response time, and agent performance — all in one view
Faster resolution · Higher customer satisfaction · Better service accountability
Sales Reports & Analytics Software
Monitor Performance with Real-Time Sales Reports
Stop building reports in Excel every week. OCRM gives you live dashboards, team performance reports, and revenue analytics — so every Monday meeting has real numbers, not guesses.
- Lead performance reports — conversion rates, source-wise leads, stage-wise drop-offs
- Sales reports — rep-wise targets, won/lost ratio, monthly and quarterly trends
- Revenue analytics — total revenue, pipeline value, won revenue — all in INR
- Team performance dashboards — who's closing, who needs coaching
- Custom business reports — build reports specific to your industry and sales model
Lead potential chart
See your leads split by Hot, Warm, Cold, Won visually — like the donut chart on the dashboard
Sales pipeline stages
Pipeline stage bar chart shows exactly which stage has the most opportunities — and the most drop-off
Real-time data
Every number on your dashboard is live — not a report generated last Tuesday
Custom reports
Build reports your way — filter by team, region, product, or time period
Data-driven decisions · Full business visibility · Better performance tracking
Document Management Software
Store and Access Business Documents in One Place
Keep every customer-related document organised, secure, and accessible from a single place. OCRM helps your team manage contracts, quotations, purchase orders, agreements, and other important files without relying on email threads or scattered folders.
- Upload and manage contracts, quotations, invoices, and customer documents
- Store purchase orders, agreements, KYC documents, and attachments against the right customer
- Control access with role-based permissions
- Maintain a centralized repository for business records
- Integrate with Google Drive and cloud storage platforms
Customer Document Hub
Open a customer profile and instantly access all related contracts, quotations, invoices, and agreements.
Quick Search
Find any document in seconds without digging through emails or folders.
Secure Access
Sensitive files are visible only to authorized users.
Cloud Integration
Sync documents with Google Drive for easy access and backup.
Less paperwork · Faster retrieval · Better document control
User & Role Management Software
Control Access and Secure Business Data
Control exactly who sees what. Give your sales team access to leads. Give your accounts team access to invoices. Keep sensitive business data visible only to those who need it.
- Role-based access control — define exactly what each role can view, edit, or delete
- Department-wise permissions — Sales, Support, Management each see what's relevant to them
- User activity tracking — full audit trail of who did what and when
- Secure authentication — only authorised users get in
- Manage 51+ users across the org with individual login credentials
Role control
Admin, Manager, Sales Rep, Support Agent — each role sees only what they need
Activity audit trail
Full log of logins, edits, and deletions — useful for accountability and compliance
51+ users supported
Scale your team without worrying about access conflicts or data leaks
Secure platform
Your customer data is protected with secure login and controlled access at every level
Improved security · Controlled data access · Better compliance
Mobile CRM App for Field Sales Teams
Manage Leads and Customers from Anywhere
Your sales team is always in the field. OCRM's Android app means they can update lead status, log a call, check the pipeline, and create a task from any phone — even on the road.
- Full Android app — everything the desktop can do, on your phone
- Access all customer information while on the move — at client sites, trade shows, anywhere
- Real-time updates — changes sync instantly across the whole team
- Scan business cards to create leads on-site without typing anything
- Mobile-first UI — designed for Indian field sales teams, not office desktops
On-site lead update
Rep visits a client, updates lead status to "Hot" from their phone before leaving the parking lot
Card scan on the go
Scan a business card at an exhibition — lead is in the CRM before the next stall
Real-time sync
Manager sees field rep's update instantly — no end-of-day reports needed
Customer info access
Pull up full customer history before walking into a meeting — no laptop needed
Increased mobility · Faster response · Improved field sales efficiency
Media Library for Sales & Marketing Teams
Manage Brochures, Catalogs, Images, and Videos
Give your team instant access to the latest brochures, catalogs, product images, videos, presentations, and price lists. OCRM's Media Library keeps all marketing assets organised and ready to share.
- Store brochures, catalogs, product images, videos, presentations, and price lists
- Access sales and marketing materials from one location
- Share resources instantly with prospects and customers
- Ensure teams always use the latest approved materials
- Organize assets by category, product, or department
Centralized Asset Library
Upload once and make files available across the organization.
Instant Sharing
Send brochures, catalogs, product videos, and presentations directly to prospects.
Version Control
Ensure every team member uses the latest approved marketing materials.
Fast Access
Find files quickly without searching across multiple folders and chat groups.
Better asset management · Faster sharing · Improved sales productivity
Manage Sales Across Branches and Regions
As Indian businesses grow, sales teams may expand from one office to several branches, cities or regions.
OCRM helps businesses manage sales operations across multiple locations through centralized customer information, consistent sales workflows and role-based user access.
Your teams can work from different locations while managers maintain visibility into sales activities and opportunities across the organization.
Connect OCRM with 50+ Business Applications
WhatsApp for follow-ups. Razorpay for payments. IndiaMART for leads. GST validation baked in. OCRM speaks the language of Indian business — unlike any global CRM can.
WhatsApp 
IndiaMART 
Razorpay 
GST Validation
ERPNext
Tally
Xero
Stripe
PayPal
Gmail
Outlook
Google Calendar
Google Drive
Dropbox
Zendesk
HubSpot Marketing
LinkedIn
Meta Ads
Website FormsFrom Enquiry to Deal: Keep the Indian Sales Journey Connected
Indian sales processes can involve several steps before an enquiry becomes a customer. OCRM helps your team manage these steps from one connected sales pipeline.
Enquiry
Capture leads from sources such as WhatsApp, IndiaMART, websites, referrals and exhibitions.
Assignment
Send enquiries to the appropriate salesperson and keep lead ownership clear.
Qualification
Identify potential opportunities and move qualified prospects through the appropriate sales stages.
Customer Discussion
Keep records of calls, meetings, interactions and follow-up activities.
Quotation
Create quotations and maintain their history against the relevant customer and sales opportunity.
Follow-up
Track pending activities and keep opportunities moving instead of relying only on individual reminders.
Negotiation
Keep customer information, sales activities and quotation details connected while the opportunity progresses.
Closure
Track opportunities through the final stage and maintain the customer history for future engagement.
Stop Losing Sales Between WhatsApp, Spreadsheets and Sales Teams
The problem is often not a lack of leads. It is what happens after the enquiry arrives.
A prospect may be waiting for a callback. A quotation may have been sent but needs another follow-up. A manager may want to know which opportunities are close to conversion. A field salesperson may have customer information stored only on their phone.
When sales information is spread across different places, it becomes difficult for the business to maintain a clear view of every opportunity.
- Lead information
- Customer interactions
- Sales opportunities
- Quotations
- Follow-up activities
- Sales pipeline stages
- Team activities
- Sales reports and dashboards
A Sales CRM That Works with Your Team, Not Around It
For Salespeople
Sales representatives can manage leads, customer information, activities, quotations and follow-ups without switching between multiple systems.
For Field Executives
Salespeople visiting customers can use the mobile CRM to update lead status, record meeting notes, schedule activities and manage follow-ups while working in the field.
For Sales Managers
Managers can monitor pipeline status, sales activities, pending follow-ups, conversion rates and team performance through dashboards and reports.
For Business Owners
Business owners can get a clearer view of sales activity without depending entirely on individual salespeople for updates.
Sales CRM Software for Every Industry
OCRM can be used across a variety of industries in India. From B2B enquiries to dealer networks, customer consultations to field sales, OCRM streamlines lead management, automates sales processes, and boosts customer engagement from a single platform.
Manufacturing
Manage dealer enquiries, distributor relationships, and sales opportunities while streamlining follow-ups across the complete manufacturing sales cycle.
Engineering
Track technical enquiries, quotations, project discussions, and customer communications to improve conversion rates and sales efficiency.
Healthcare
Manage patient enquiries, corporate partnerships, diagnostic leads, and healthcare service requests with a structured sales process.
Education
Organize student admissions, counselling enquiries, follow-ups, and communication to improve enrolment management and response times.
IT & Software
Capture product enquiries, schedule demonstrations, manage subscriptions, and nurture prospects through every stage of the sales pipeline.
Distribution
Coordinate enquiries from dealers, distributors, and channel partners while improving order visibility and sales coordination.
Wholesale
Manage bulk purchase enquiries, customer negotiations, quotations, and repeat business through a centralized CRM platform.
Retail
Track customer enquiries, promotional campaigns, repeat purchases, and sales activities to strengthen customer relationships.
Construction
Manage project enquiries, contractor relationships, quotation approvals, and ongoing client interactions throughout the sales process.
Professional Services
Organize client consultations, proposals, follow-ups, and project opportunities while maintaining complete customer records.
Real Estate
Track property enquiries, buyer interactions, site visits, auto follow-ups, and booking conversions through a structured sales workflow.
Logistics & Transportation
Manage shipping enquiries, freight quotations, customer communications, and business development activities from one platform.
Automotive
Track vehicle enquiries, dealership leads, test drive requests, quotations, and customer follow-ups to improve sales conversions.
FMCG
Manage distributor networks, retailer enquiries, sales representatives, and market expansion activities with greater visibility.
Financial Services
Organize loan, insurance, and investment enquiries while automating track and maintaining accurate customer records.
Pharmaceuticals
Manage hospital, pharmacy, distributor, and healthcare professional relationships while tracking sales opportunities efficiently.
Why Indian Businesses Choose OCRM
Built Around Real Sales Workflows
OCRM brings the different steps of your sales process together, from the first enquiry and customer conversation to quotation, follow-up and closure. Your team can work with a consistent sales process instead of managing each stage separately.
Ready for Growing Sales Teams
As your business adds salespeople, branches or new markets, OCRM provides the flexibility to support changing sales operations. Manage users, roles, workflows and sales activities from one platform as your team grows.
One CRM for Office and Field Sales
Keep your sales operation connected whether your team works from the office, manages customers remotely or meets prospects in the field. OCRM helps salespeople and managers stay connected with the same customer and sales information wherever they work.
OCRM Sales CRM for Businesses Across India
OCRM helps businesses manage sales operations across different cities, branches and regions from one centralized platform.
Tamil Nadu: Chennai, Coimbatore, Trichy, Salem, Madurai
Karnataka: Bengaluru, Mysuru, Mangaluru
Telangana: Hyderabad, Warangal
Maharashtra: Mumbai, Pune, Nagpur
Delhi NCR: New Delhi, Gurugram, Noida, Faridabad
Gujarat: Ahmedabad, Surat, Vadodara, Rajkot
Kerala: Kochi, Thiruvananthapuram, Kozhikode
West Bengal: Kolkata, Durgapur
Rajasthan: Jaipur, Udaipur
Madhya Pradesh: Indore, Bhopal
Uttar Pradesh: Lucknow, Noida, Kanpur
Grow Your Sales Faster with OCRM in India
Manage enquiries, quotations, follow-ups and sales opportunities in one platform. Book a personalized demo to see how OCRM can help your team close more sales.
